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For Companies At a Glance
- Tasks: Build strong client relationships and provide high-level financial advice.
- Company: Reputable national wealth planning company with a supportive culture.
- Benefits: High salary, bonuses, and clear career progression opportunities.
- Why this job: Join a dynamic team and grow your career in financial planning.
- Qualifications: Four years of experience in financial planning and a focus on HNW clients.
- Other info: Supportive environment encouraging professional development and networking.
The predicted salary is between 43200 - 72000 £ per year.
Nigel James Associates are partnered with a national wealth planning company with a fantastic reputation to recruit for a Financial Planner to join their Bracknell office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking externally and working with professional introducers to drive new business forward.
Requirements
- You must be an experienced Financial Planner with at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.
- You will need to be commercially focused.
- Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.
Why join?
The role will offer a high basic salary plus bonuses and benefits. There is a clear career path on offer and the opportunity to progress in seniority in the business as you grow in experience and stature. Our client is extremely supportive and actively encourages career progression.
What next?
If you are a professional, experienced and driven Financial Planner who is looking to join a truly standout company then please do apply or get in touch with one of our team to find out more.
Senior Financial Planner in Bracknell employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner in Bracknell
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial planners or potential clients. Remember, it’s all about building relationships that can lead to new opportunities.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles on financial planning topics. This not only positions you as a thought leader but also attracts potential clients who value your insights.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to share your achievements and connect with industry professionals. It’s a great way to stay visible and engage with others in the field.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Planner role. Plus, it shows you’re serious about joining a standout company.
We think you need these skills to ace Senior Financial Planner in Bracknell
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planner role. Highlight your experience in advising HNW clients and any relevant qualifications, like being Chartered or on your way there. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your dynamic personality and networking skills. Tell us why you're passionate about financial planning and how you can help drive new business forward.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Whether it’s growing client portfolios or developing strong relationships with professional introducers, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply 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 Nigel James Associates Ltd
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key performance indicators and be ready to discuss how you've used data to drive client success in the past.
✨Showcase Your Networking Skills
This role involves developing new client relationships, so be prepared to share examples of how you've successfully networked in previous positions. Highlight any professional introducers you've worked with and the results of those collaborations.
✨Demonstrate Commercial Awareness
Your potential employer is looking for someone commercially focused. Research the current market trends in wealth planning and be ready to discuss how these trends could impact your approach to advising HNW clients.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about challenging situations you've encountered in your career and how you navigated them, especially in relation to providing high-level advice.
