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- Tasks: Manage client portfolios and deliver tailored financial planning solutions.
- Company: Leading wealth management firm in Newcastle with a growth-driven approach.
- Benefits: Competitive salary of £60,000 plus bonuses and full admin support.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Strong professional reputation and QCF Level 4 qualification required.
- Other info: Exciting opportunity in a firm set for significant growth.
The predicted salary is between 48000 - 72000 £ per year.
A leading wealth management firm in Newcastle is looking for an experienced Financial Planner to join their expanding team. You will inherit a quality client portfolio and receive full administration support, allowing you to focus on client outcomes.
The role offers a competitive salary of around £60,000, along with bonuses for new business. Ideal candidates will have a strong professional reputation and QCF Level 4 qualification. This is a unique opportunity within a firm poised for significant growth.
Senior Financial Planner — Hybrid, Growth‑Driven Firm in Newcastle upon Tyne employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner — Hybrid, Growth‑Driven Firm in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead on that perfect role!
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, client base, and recent achievements. This will help you tailor your responses and show them you're genuinely interested in being part of their growth-driven team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience and qualifications make you the ideal candidate for the Senior Financial Planner role. Highlight your QCF Level 4 qualification and any relevant successes you've had in previous positions.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed by the right people. Plus, it shows you're serious about joining a firm that's all about client outcomes and growth.
We think you need these skills to ace Senior Financial Planner — Hybrid, Growth‑Driven Firm in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Financial Planner role. Highlight your QCF Level 4 qualification and any relevant achievements that showcase your professional reputation.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this growth-driven firm. Mention your passion for client outcomes and how you can contribute to their expanding team.
Showcase Your Client Management Skills: Since you'll inherit a quality client portfolio, it's essential to demonstrate your experience in managing client relationships. Share specific examples of how you've successfully supported clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can ensure your application gets the attention it deserves!
How to prepare for a job interview at mbf
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key financial concepts and be ready to discuss how you've successfully managed client portfolios in the past. This will show that you’re not just knowledgeable but also practical in applying your skills.
✨Showcase Your Client-Centric Approach
This role focuses heavily on client outcomes, so be prepared to share specific examples of how you've prioritised client needs in your previous roles. Highlight any strategies you've implemented that led to improved client satisfaction or retention, as this will resonate well with the firm’s values.
✨Research the Firm's Growth Plans
Understanding the firm's vision for growth is crucial. Familiarise yourself with their recent achievements and future goals. During the interview, you can align your experience with their objectives, demonstrating that you’re not only a fit for the role but also invested in the firm’s success.
✨Prepare Questions That Matter
Interviews are a two-way street, so come armed with insightful questions. Ask about the support you'll receive in managing the client portfolio or how the firm measures success in client outcomes. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
