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For Companies At a Glance
- Tasks: Build strong client relationships and provide tailored financial solutions.
- Company: Join a leading wealth management firm with a fantastic culture.
- Benefits: Full support in paraplanning, competitive salary, and career growth opportunities.
- Why this job: Make a real difference in clients' financial lives while developing your expertise.
- Qualifications: Level 4 Diploma in Financial Planning; experience with accountants is a plus.
- Other info: Dynamic role with travel opportunities and a focus on client care.
The predicted salary is between 36000 - 60000 £ per year.
Nigel James Associates is working with a leading professional practice with a wealth management arm who are seeking an experienced Financial Planner to cover Northamptonshire and the surrounding areas.
Key Responsibilities:
- Liaising with potential clients via internal referrals and developing appropriate new business relationships.
- Constructing appropriate solutions to the principles of best advice and implement solutions as agreed with clients.
- Delivering excellent high standards of client care by demonstrating sound competence in all stages of the advisory process.
- As part of the role, you may be asked to travel to appointments and cover other regional offices, so a driving licence and car are required.
Requirements:
- Qualified Level 4 Diploma in Financial Planning, working towards Chartered ideal.
- Experience working with accountants is an advantage.
- Used to building long term client relationships.
- Competent in and able to communicate confidently with Partners and other areas of the business.
- Good knowledge of tax planning strategies within both personal and company investments.
- Holistic knowledge across protection, pension, and investment planning.
This is an exciting opportunity to join a leading, growing and regional professional practice who are one of the market leaders within the industry with a great culture, employing some of the top professionals within the space. Full support is provided in relation to paraplanning & administration.
Financial Planner 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Nigel James Associates. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your expertise! When you get the chance to meet potential clients or partners, be ready to discuss your knowledge of tax planning strategies and how you've built long-term relationships in the past. Confidence is key!
✨Tip Number 3
Prepare for the interview by researching the company culture and values. Knowing what makes Nigel James Associates tick will help you tailor your responses and show them you're a perfect fit for their team.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience you have, especially working with accountants or building long-term client relationships.
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. Mention your knowledge of tax planning strategies and how you can deliver excellent client care.
Showcase Your Communication Skills: Since you'll be liaising with clients and partners, it's crucial to demonstrate your communication skills. Use clear and confident language in your application to reflect your ability to engage effectively with others.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around tax strategies and investment planning. Be ready to discuss how you've applied this knowledge in past roles, as it shows you're not just book-smart but also practical.
✨Build Rapport
Since this role involves building long-term client relationships, practice your interpersonal skills. Think about how you can connect with the interviewers and demonstrate your ability to engage with clients. A friendly smile and genuine interest go a long way!
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully constructed solutions for clients. Highlight any experience working with accountants or in similar environments, as this will resonate well with the interviewers.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture and their approach to client care. This shows that you’re genuinely interested in the role and helps you assess if it's the right fit for you too.
