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For Companies At a Glance
- Tasks: Provide expert financial planning for high-net-worth clients and build strong professional relationships.
- Company: National wealth management firm with a focus on client success.
- Benefits: Six-figure salary, performance bonuses, and career advancement opportunities.
- Why this job: Join a top-performing team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and a strong networking ability.
- Other info: Opportunity to grow your career in a supportive and dynamic environment.
The predicted salary is between 72000 - 108000 £ per year.
A national wealth management firm is seeking an experienced Financial Planner to join their Bristol office. The ideal candidate will have a client-centric approach and experience in developing new business through networking and professional relationships.
This is a fantastic opportunity to work with high-net-worth clients and advance your career under the guidance of a top performer. The package offers a six-figure starting salary plus bonuses based on performance.
Senior Financial Planner for HNW Clients 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 Senior Financial Planner for HNW Clients in Bristol
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with other professionals on LinkedIn. Building relationships is key to landing that Senior Financial Planner role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past successes in financial planning, especially with high-net-worth clients. This will help you stand out during interviews and demonstrate your client-centric approach.
✨Tip Number 3
Practice your pitch! Be ready to discuss how you've developed new business through networking. We recommend rehearsing with a friend or mentor to refine your delivery and boost your confidence.
✨Tip Number 4
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 Financial Planner for HNW Clients in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and showcases your client-centric approach. We want to see how you've developed new business through networking, so don’t hold back on those details!
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 role and how your skills align with our needs. Remember, we love a personal touch, so let your personality come through.
Showcase Your Achievements: When detailing your past roles, focus on your achievements rather than just responsibilities. We’re interested in numbers and results, so if you’ve hit targets or grown a client base, make sure to highlight that!
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 fantastic opportunity. Plus, it’s super easy!
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 financial concepts and be ready to discuss how you've successfully managed portfolios or increased client wealth in the past.
✨Showcase Your Networking Skills
Since developing new business through networking is crucial, prepare examples of how you've built professional relationships. Think about specific instances where your networking led to new clients or opportunities.
✨Client-Centric Mindset
Highlight your client-centric approach during the interview. Be prepared to share stories that illustrate how you've prioritised client needs and tailored financial plans to meet their unique goals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Practice articulating how you would handle various situations with high-net-worth clients, focusing on your strategic thinking and adaptability.
