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For Companies At a Glance
- Tasks: Drive new business networking and deliver holistic financial planning to HNW clients.
- Company: Join an award-winning, rapidly expanding financial planning firm in Surrey.
- Benefits: Enjoy a dynamic culture with opportunities for growth and strong team relationships.
- Why this job: Be part of a forward-thinking company that values teamwork and client service excellence.
- Qualifications: Must have experience as a Financial Adviser and hold Level 4 DipFS or higher.
- Other info: Great opportunity for career advancement as the firm continues to expand.
The predicted salary is between 43200 - 72000 £ per year.
Role
Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially driven, and will thrive within a dynamic, forward-thinking culture.
Requirement
You will be an accomplished Financial Adviser with the experience of delivering quality advice to HNW clients, and ideally this would include individuals, families and business owners. You will enjoy the networking and business development aspect of the role alongside delivering full holistic financial planning. You will be professional yet have an approachable manner. Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement.
Why join?
With acquisitions across the country this Financial Planning company have gone from strength to strength and expanding rapidly which provides a great opportunity and scope within the firm moving forward. Their business is built on strong relationships, teamwork and tailoring their services to ensure a outstanding service for their clients.
What next?
If you believe this role could be for you then please either apply or get in touch to find out more!
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
Networking is key in the financial planning industry. Attend local finance-related events or join professional groups to meet potential clients and other professionals who can refer you.
✨Tip Number 2
Showcase your expertise by sharing insights on financial planning through social media or blogs. This will help establish your credibility and attract attention from both clients and employers.
✨Tip Number 3
Research the company thoroughly before applying. Understand their values, culture, and recent achievements to tailor your approach and demonstrate your genuine interest in joining their team.
✨Tip Number 4
Prepare to discuss your previous successes in delivering quality advice to HNW clients. Be ready with specific examples that highlight your skills in networking and business development.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planner position. Understand the key responsibilities and requirements, especially the importance of networking and delivering holistic financial planning.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience as a Financial Adviser, particularly with HNW clients. Provide specific examples of how you've successfully delivered quality advice and developed business relationships.
Showcase Your Qualifications: Clearly state your qualifications, including any Chartered or Certified designations you hold. If you have the Level 4 DipFS, make sure it is prominently featured in your application.
Personalize Your Application: Tailor your cover letter to reflect your understanding of the company's culture and values. Mention why you are excited about the opportunity to work in a dynamic, forward-thinking environment and how you can contribute to their success.
How to prepare for a job interview at Nigel James Associates Ltd
✨Showcase Your Networking Skills
Since the role emphasizes business networking, be prepared to discuss your previous experiences in building relationships with clients and professional introducers. Share specific examples of how you've successfully expanded your network and generated new business.
✨Demonstrate Holistic Financial Planning Expertise
Highlight your experience in delivering comprehensive financial advice to high-net-worth clients. Be ready to explain your approach to holistic financial planning and how you tailor your services to meet individual client needs.
✨Emphasize Your Professional Qualifications
Make sure to mention your Chartered or Certified qualifications, as well as your Level 4 DipFS. Discuss how these credentials have equipped you to provide quality advice and how they contribute to your credibility as a Financial Planner.
✨Exude Approachability and Professionalism
The firm values an approachable manner alongside professionalism. Prepare to demonstrate how you balance these traits in your interactions with clients and colleagues, perhaps by sharing anecdotes that illustrate your interpersonal skills.
