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- Tasks: Provide holistic financial planning and enhance client relationships for 120 families.
- Company: Respected financial planning firm in Wiltshire with strong integrity and values.
- Benefits: Competitive salary up to £75,000 and a hybrid working model for work-life balance.
- Why this job: Join a reputable firm and make a real difference in clients' financial lives.
- Qualifications: Experience as a Financial Adviser with strong relationship-building skills.
- Other info: Opportunity to inherit an established client bank and grow your career.
The predicted salary is between 54000 - 84000 £ per year.
A respected financial planning firm in Wiltshire seeks an experienced Financial Adviser to inherit and service an established client bank of around 120 families. This role involves providing holistic financial planning and conducting regular reviews to enhance client relationships and outcomes.
With a strong emphasis on integrity and values, the firm offers a competitive salary of up to £75,000 and a hybrid working model, allowing for a perfect balance between in-office and remote work.
Senior Financial Planner | Inherit £60m AUM | Hybrid employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner | Inherit £60m AUM | Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their values, and be ready to discuss how your experience aligns with their mission. Show them you’re not just another candidate, but the right fit for their team.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Senior Financial Planner role. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Senior Financial Planner | Inherit £60m AUM | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Financial Planner role. Highlight your experience with client relationships and holistic financial planning to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your values align with ours. Be genuine and let your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve enhanced client outcomes in previous roles. We love seeing tangible results!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in managing assets. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past. This shows you’re not just familiar with numbers but can also apply them effectively.
✨Showcase Client Relationships
Since this role involves servicing an established client bank, be prepared to share examples of how you've built and maintained strong relationships with clients. Highlight specific strategies you've used to enhance client outcomes and satisfaction, as this will resonate well with the firm's values.
✨Emphasise Integrity and Values
This firm places a strong emphasis on integrity. During the interview, make sure to convey your own values and how they align with the company’s ethos. Share stories that illustrate your commitment to ethical practices in financial planning.
✨Prepare for Hybrid Work Discussion
With a hybrid working model, it’s important to discuss how you manage your time and productivity in both office and remote settings. Be ready to talk about your experience with flexible work arrangements and how you ensure effective communication and collaboration with clients and colleagues.
