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- Tasks: Provide tailored wealth planning and investment advice to clients across major UK cities.
- Company: Leading banking institution with a strong reputation in financial services.
- Benefits: Competitive salary, career progression, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 financial planning qualification and knowledge of pensions and investments.
- Other info: Full-time role with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading banking institution is seeking a Senior Wealth Planner to provide bespoke wealth planning and investment advice across London, Birmingham, and Manchester.
The ideal candidate must hold a minimum level 4 financial planning qualification and have a solid understanding of pensions and investment products.
This full-time role requires strong customer service skills, with a focus on achieving personal and team objectives.
The position offers a mid-senior level career opportunity in the banking industry.
Senior Wealth Planner — Pensions & Growth Focus employer: MW Recruitment Limited
Contact Detail:
MW Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner — Pensions & Growth Focus
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking industry, especially those who work in wealth planning. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investment products. We recommend creating a cheat sheet with key points and recent trends to impress your interviewers.
✨Tip Number 3
Showcase your customer service skills during interviews. Think of examples where you’ve gone above and beyond for clients. This will highlight your ability to meet personal and team objectives.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Wealth Planner — Pensions & Growth Focus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth planning and investment advice. We want to see how your skills align with the role, so don’t be shy about showcasing your qualifications and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Wealth Planner position. Share specific examples of how you've excelled in customer service and met objectives in previous roles.
Showcase Your Qualifications: Since a level 4 financial planning qualification is a must, make sure it’s front and centre in your application. We’re looking for candidates who not only meet this requirement but also have a deep understanding of pensions and investment products.
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’re considered for this exciting opportunity in the banking industry!
How to prepare for a job interview at MW Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investment products. Familiarise yourself with the latest trends and regulations in wealth planning. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Customer Service Skills
Since this role emphasises strong customer service, prepare examples from your past experiences where you've gone above and beyond for clients. Think about how you can demonstrate your ability to build relationships and achieve objectives, both personally and as part of a team.
✨Tailor Your Approach
Research the banking institution thoroughly. Understand their values, mission, and the specific services they offer. Tailoring your responses to align with their goals will show that you’re not just looking for any job, but that you’re genuinely interested in contributing to their success.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about their approach to wealth planning or how they measure success in the role. Asking thoughtful questions demonstrates your enthusiasm and helps you gauge if the company is the right fit for you.
