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For Companies At a Glance
- Tasks: Help clients achieve financial goals and develop new business through networking and relationship building.
- Company: Join a leading national wealth manager with a stellar reputation in financial planning.
- Benefits: Six-figure starting salary, performance bonuses, and excellent company benefits.
- Why this job: Gain exposure to high-net-worth clients and accelerate your career in a supportive environment.
- Qualifications: Level 4 DipFS qualified or working towards Chartered status; experience as a Financial Planner.
- Other info: Work alongside top performers and enjoy fantastic career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Nigel James Associates are delighted to be working with a national wealth manager who are industry leaders in financial planning to secure a Financial Planner for their Bristol office as part of their ongoing growth.
Requirements
- You will be an experienced Financial Planner.
- You will be bright and ambitious.
- You will have a client centric approach and enjoy developing new business.
- You can do this through working with a multitude of channels including working with the internal Investment Managers and/or external sources including networking events, building professional relationships and seminar/webinars.
- If you have a particular niche that you are already working within or would like to target, this would be advantageous but not essential.
- You will be Level 4 DipFS qualified, if not Chartered or working towards being Chartered.
Why join?
This is an amazing opportunity to work as part of a leading brand in the industry that has a fantastic reputation. You will be managed by one of the company’s top performers who works with HNW-UHNW clients, including large business exit cases. This exposure will help develop your skills to work with this level of clients which will accelerate your career in responsibilities, your position in the company and earnings.
Our client is looking to award a six figure starting salary for the right person plus bonuses based on performance and company benefits.
What next?
For more information or a confidential discussion, please get in touch. Or to apply, please send through an up-to-date copy of your CV.
Financial Planner in Bristol employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Bristol
✨Network Like a Pro
Get out there and mingle! Attend networking events, seminars, and webinars to meet potential clients and industry peers. Building those professional relationships can really set you apart in the financial planning world.
✨Show Off Your Expertise
Don’t be shy about showcasing your skills and knowledge. Whether it’s through social media, blogs, or speaking at events, let people know what you bring to the table. This will help you attract clients who are looking for someone with your expertise.
✨Leverage Internal Resources
If you’re working with a company that has internal investment managers, make sure to collaborate with them. They can provide valuable insights and leads that can help you grow your client base and enhance your service delivery.
✨Apply Through Our Website
When you find a role that excites you, don’t hesitate to apply through our website. It’s the best way to ensure your application gets noticed and shows you’re serious about joining a top-notch team in financial planning.
We think you need these skills to ace Financial Planner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience, qualifications, and any client-centric achievements that show you’re the right fit for this position.
Showcase Your Ambition: We want to see your bright and ambitious side! Use your cover letter to express your passion for financial planning and how you plan to develop new business through networking and professional relationships.
Highlight Relevant Qualifications: Don’t forget to mention your Level 4 DipFS qualification or any progress towards being Chartered. This is key for us to understand your expertise and commitment to the profession.
Apply Through Our Website: For a smooth application process, make sure to apply through our website. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to wealth management and be prepared to discuss how you can leverage this knowledge to benefit clients.
✨Showcase Your Client-Centric Approach
Since the company values fantastic service, think of specific examples where you've gone above and beyond for clients. Be ready to share stories that highlight your ability to build relationships and develop new business.
✨Network Like a Pro
Demonstrate your networking skills by discussing past experiences where you've successfully built professional relationships. Mention any relevant events or seminars you've attended and how they contributed to your success in acquiring clients.
✨Highlight Your Qualifications
Make sure to mention your Level 4 DipFS qualification or any progress towards becoming Chartered. This shows your commitment to professional development and aligns with the company's expectations for their Financial Planners.
