At a Glance
- Tasks: Manage client relationships and explore new business opportunities in wealth advisory.
- Company: Join Marsh, a leader in financial planning with a supportive culture.
- Benefits: Enjoy professional development, a collaborative environment, and competitive compensation.
- Other info: Inclusive workplace that values high standards of client care and compliance.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Must have a current Statement of Professional Standing and relevant industry experience.
The predicted salary is between 50000 - 70000 £ per year.
Marsh is seeking a Financial Planner in Liverpool to manage an existing client base and explore new business opportunities. The ideal candidate will have a current Statement of Professional Standing (SPS) and relevant industry experience.
This role requires excellent interpersonal skills and a commitment to ensuring high standards of client care while maintaining compliance with regulatory requirements.
Join us for a supportive and inclusive work environment that fosters professional development.
Chartered Financial Planner – Wealth Advisory & Growth in Liverpool employer: Marsh
Marsh is an excellent employer, offering a supportive and inclusive work environment in Liverpool that prioritises professional development and high standards of client care. With a focus on employee growth opportunities and a commitment to compliance, we empower our Financial Planners to thrive while managing an existing client base and exploring new business avenues.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner – Wealth Advisory & Growth in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Marsh. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of compliance and client care standards. Show us you’re not just about numbers but also about building relationships and trust with clients.
✨Tip Number 3
Don’t forget to showcase your SPS and relevant experience during conversations. We want to see how you can bring value to our existing client base and help us grow!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of our supportive and inclusive team.
We think you need these skills to ace Chartered Financial Planner – Wealth Advisory & Growth in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant experience in financial planning and client management. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth advisory and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Interpersonal Skills:Since this role requires excellent interpersonal skills, make sure to highlight any experiences where you've successfully built relationships with clients or colleagues. We value strong communication and a client-focused approach!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Marsh
✨Know Your Stuff
Make sure you’re up to speed with the latest financial regulations and industry trends. Brush up on your knowledge of the Statement of Professional Standing (SPS) and be ready to discuss how you’ve applied this in your previous roles.
✨Showcase Your Interpersonal Skills
Since this role is all about client care, prepare examples that highlight your ability to build relationships and communicate effectively. Think of specific instances where you’ve gone above and beyond for a client.
✨Demonstrate Compliance Awareness
Be prepared to talk about how you ensure compliance with regulatory requirements in your work. This could include discussing processes you’ve implemented or challenges you’ve faced and how you overcame them.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to professional development and how they support their Financial Planners in achieving growth.
