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- Tasks: Build relationships and deliver expert financial advice to clients.
- Company: Leading financial planning firm in London with a strong community focus.
- Benefits: Full-time role with significant growth potential and positive client impact.
- Why this job: Make a real difference in clients' financial wellbeing while advancing your career.
- Qualifications: Must have Competent Adviser Status and at least two years of advisory experience.
- Other info: Join a dynamic team dedicated to client success and professional development.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in London is seeking an experienced Financial Planning Consultant to join their team. This role demands a qualified candidate who has been advising clients with Competent Adviser Status for at least two years.
You will be responsible for building relationships, delivering financial advice, and winning new clients within the community. This full-time position offers significant growth potential and an opportunity to make a positive impact on clients' financial wellbeing.
Private Client Financial Planner | CAS Qualified, London in City of London employer: Lombard Private Clients
Contact Detail:
Lombard Private Clients Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Financial Planner | CAS Qualified, London in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning community. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential clients or colleagues. Building relationships is key to landing that dream job!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience and qualifications. Share success stories from your previous roles and demonstrate how you can add value to their team. Confidence is key!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your appreciation for the opportunity and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role and why you’re the perfect fit.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll have a better chance of standing out and getting noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Private Client Financial Planner | CAS Qualified, London in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Financial Planner role. Highlight your Competent Adviser Status and any relevant client success stories to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you’ve successfully built relationships with clients in the past. Keep it engaging and personal!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve positively impacted clients’ financial wellbeing. We love seeing tangible results!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Lombard Private Clients
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the latest regulations and trends. Being able to discuss these confidently will show that you're not just qualified, but also passionate about the industry.
✨Build Rapport
Since this role is all about building relationships, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing a relevant personal story or discussing common interests in financial wellbeing.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully advised clients or won new business. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. This could be about the firm's approach to client relationships or their growth plans. It shows you're genuinely interested and have done your homework!
