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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored planning and investment advice.
- Company: Join a reputable wealth management firm known for exceptional client service.
- Benefits: Enjoy flexible working, professional development, and strong administrative support.
- Why this job: Make a real impact on clients' lives in a supportive, dynamic environment.
- Qualifications: Strong financial knowledge, excellent communication skills, and Level 4 Diploma in Financial Planning.
- Other info: Ideal for ambitious advisors eager to grow in a client-focused firm.
The predicted salary is between 28800 - 48000 £ per year.
Are you an experienced Financial Advisor looking for a dynamic opportunity to make a real impact on your clients’ financial well-being? We’re recruiting on behalf of a well-established and highly reputable wealth management firm that prides itself on delivering tailored financial solutions and first-class client service.
Why Join?
- Established client base – Work with engaged clients who value professional financial guidance.
- Supportive environment – Benefit from administrative and paraplanning support, allowing you to focus on advising.
- Career growth – Access ongoing professional development and opportunities to expand your expertise.
- Flexible working – A hybrid work model available for the right candidate.
Your Role as a Financial Advisor:
As a trusted advisor, you’ll provide strategic financial planning and investment advice to individuals, helping them achieve their long-term financial goals. Your key responsibilities will include:
- Conducting in-depth assessments of clients' financial circumstances, goals, and risk tolerance.
- Developing bespoke financial plans that encompass investments, retirement, tax planning, and estate strategies.
- Keeping clients informed of market trends and adjusting strategies as needed.
- Building and maintaining strong client relationships through regular reviews and communication.
- Collaborating with accountants, solicitors, and other professionals to provide holistic financial advice.
What We’re Looking For:
- Strong knowledge of financial planning principles, investment products, and regulatory requirements.
- Excellent interpersonal and relationship-building skills.
- Analytical mindset with a keen eye for detail.
- Ability to communicate complex financial concepts in a clear and engaging manner.
- Level 4 Diploma in Financial Planning (or working towards it).
This is an exciting opportunity for an ambitious advisor to thrive in a client-focused, forward-thinking firm. If you’re passionate about helping clients navigate their financial journey with confidence, we’d love to hear from you.
Financial Planner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the wealth management industry. Attend financial planning seminars, workshops, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the firm’s culture.
✨Tip Number 2
Stay updated on current market trends and financial regulations. Being knowledgeable about the latest developments will not only boost your confidence but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 3
Prepare to discuss your approach to client relationships during interviews. Highlight your interpersonal skills and provide examples of how you’ve successfully built trust and rapport with clients in the past.
✨Tip Number 4
Familiarise yourself with the specific services offered by the firm you’re applying to. Tailor your discussions to show how your skills and experiences align with their approach to financial planning and client service.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor. Focus on your knowledge of financial planning principles, investment products, and any relevant qualifications like the Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention specific examples of how you've successfully built client relationships and provided tailored financial solutions.
Showcase Your Skills: Emphasise your interpersonal skills and analytical mindset in your application. Provide examples of how you’ve communicated complex financial concepts clearly to clients, demonstrating your ability to build trust and rapport.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Financial Knowledge
Make sure to brush up on financial planning principles and investment products. Be prepared to discuss recent market trends and how they might affect clients' financial strategies.
✨Demonstrate Relationship-Building Skills
Since this role involves maintaining strong client relationships, think of examples from your past experiences where you successfully built rapport with clients. Highlight your interpersonal skills during the interview.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific client situations. Prepare by thinking through various scenarios, such as adjusting a financial plan based on changing market conditions or a client's personal circumstances.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. The ability to communicate effectively is crucial, so consider how you can make your explanations engaging and easy to understand for clients.
