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- Tasks: Provide holistic financial advice and manage client portfolios with care.
- Company: Reputable financial advisory firm in Nottingham with a client-focused approach.
- Benefits: Competitive salary, hybrid working options, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while enjoying flexibility in your work.
- Qualifications: Chartered Financial Adviser status, pension transfer qualifications, and cash flow modelling experience.
- Other info: Join a dynamic team dedicated to delivering exceptional financial advice.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm in Nottingham is seeking an experienced Chartered Financial Adviser to provide comprehensive financial advice to clients. The role involves managing a client portfolio, presenting financial plans, and nurturing client relationships.
Ideally, candidates should have pension transfer qualifications and cash flow modelling experience, preferably using Voyant. A competitive salary and hybrid working options are offered.
Chartered Financial Planner — Holistic Wealth Advice (Hybrid) in Nottingham employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner — Holistic Wealth Advice (Hybrid) in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about opportunities at firms like the one in Nottingham. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for interviews by brushing up on your pension transfer qualifications and cash flow modelling skills. Be ready to discuss how you've used tools like Voyant in past roles, as this will show you're the right fit for the job.
✨Tip Number 3
Showcase your client relationship management skills! Think of examples where you've nurtured client relationships and helped them achieve their financial goals. This is key for a role focused on holistic wealth advice.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and stand out from the crowd. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Chartered Financial Planner — Holistic Wealth Advice (Hybrid) in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Financial Planner role. Highlight your pension transfer qualifications and any cash flow modelling experience, especially if you've used Voyant.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about providing holistic wealth advice and how you can nurture client relationships effectively.
Showcase Your Client Management Skills: In your application, emphasise your experience in managing client portfolios. Share specific examples of how you've successfully presented financial plans and built strong client relationships.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your knowledge of holistic wealth advice and the specific financial products relevant to the role. Familiarise yourself with pension transfer qualifications and cash flow modelling, especially if you're using tools like Voyant. This will show that you're not just qualified but also genuinely interested in the position.
✨Showcase Your Client Relationship Skills
Since the role involves nurturing client relationships, be prepared to discuss your past experiences in managing client portfolios. Think of specific examples where you've successfully built rapport or resolved issues for clients. This will demonstrate your ability to connect with clients and provide tailored advice.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s approach to financial planning and their expectations for the role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
✨Practice Your Presentation Skills
As you'll be presenting financial plans, practice how you would explain complex financial concepts in a simple, relatable way. Consider doing a mock presentation with a friend or family member to get comfortable with your delivery and receive feedback.
