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- Tasks: Deliver tailored financial advice on pensions, investments, and estate planning.
- Company: Leading financial planning firm in Manchester with a supportive culture.
- Benefits: Flexible work-life balance, career development, and competitive benefits.
- Why this job: Make a real difference in clients' lives with your financial expertise.
- Qualifications: Experience in financial planning and strong analytical communication skills.
- Other info: Join a team that values long-lasting client relationships and personal growth.
The predicted salary is between 28800 - 43200 £ per year.
A leading financial planning firm in Manchester is seeking a Financial Planner to join their Wealth Management team. This role involves delivering tailored, independent financial advice across pensions, investments, protection, and estate planning.
The ideal candidate will have solid experience in financial planning, exceptional analytical and communication skills, and a commitment to building long-lasting client relationships.
The company offers a supportive culture with strong emphasis on work-life balance, career development, and competitive benefits.
Financial Planner - Flexible, Client-Focused Wealth Advice in Manchester employer: Menzies LLP
Contact Detail:
Menzies LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Flexible, Client-Focused Wealth Advice in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. Building relationships can open doors that job applications alone can't.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your past successes in financial planning. Whether it’s case studies or client testimonials, having tangible proof of your skills can really impress potential employers.
✨Tip Number 3
Ace the interview by being prepared! Research the company thoroughly and come armed with questions that show your interest in their culture and values. Remember, it’s a two-way street – they want to know if you’re a good fit too!
✨Tip Number 4
Apply through our website! We make it easy for you to find the right role that matches your skills and aspirations. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on the chance to land your dream job!
We think you need these skills to ace Financial Planner - Flexible, Client-Focused Wealth Advice in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and showcases your analytical skills. We want to see how you can deliver that tailored, independent advice that our clients need.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can build long-lasting relationships with clients. We love a personal touch!
Showcase Your Communication Skills: In this role, communication is key. Make sure your application reflects your ability to convey complex financial concepts clearly and effectively. We’re looking for someone who can connect with clients effortlessly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Menzies LLP
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and estate planning. Be ready to discuss specific strategies you've used in the past and how they benefited your clients. This shows that you’re not just knowledgeable but also practical.
✨Showcase Your Communication Skills
Since this role is all about building long-lasting client relationships, practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples where your communication made a difference in a client's understanding or decision-making.
✨Demonstrate Client-Centric Thinking
Think about how you can tailor your advice to meet individual client needs. Prepare to share examples of how you've personalised financial plans in the past. This will highlight your commitment to client-focused service, which is key for this role.
✨Emphasise Work-Life Balance
Since the company values work-life balance, be prepared to discuss how you manage your time effectively. Share any strategies you use to maintain a healthy balance while still delivering exceptional service to your clients. This aligns with their supportive culture.
