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- Tasks: Provide holistic financial planning and advice to clients while building strong relationships.
- Company: Leading financial advisory firm in Chorley with a focus on client service.
- Benefits: 25 days holiday, electric car scheme, and life assurance for a balanced lifestyle.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Exciting opportunity for growth in the financial sector.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm in Chorley is seeking an experienced Financial Planner to provide holistic financial planning and advice to clients. The successful candidate will demonstrate strong communication and analytical skills, with a deep understanding of FCA regulations. This role involves cultivating client relationships and delivering exceptional service.
Key benefits include:
- 25 days holiday
- Electric car scheme
- Life assurance
This makes it an attractive opportunity in the financial sector.
Chorley Financial Planner – Holistic Advice & Growth in Banks employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chorley Financial Planner – Holistic Advice & Growth in Banks
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend local events, join online forums, or even hit up LinkedIn to find potential leads. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your skills! Prepare a portfolio that highlights your past successes in financial planning. Use real-life examples to demonstrate your analytical skills and how you've helped clients achieve their goals.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on articulating your understanding of FCA regulations and how you can provide holistic advice to clients.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly shows your enthusiasm for the role and gives us a chance to see your application in action.
We think you need these skills to ace Chorley Financial Planner – Holistic Advice & Growth in Banks
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out in a sea of formalities.
Tailor Your Experience: Make sure to highlight your relevant experience in financial planning and client relationships. We’re looking for someone who understands the nuances of holistic advice, so connect your past roles to what we do at StudySmarter.
Be Clear and Concise: We appreciate clarity! Use straightforward language and avoid jargon where possible. This shows us that you can communicate effectively, which is key in our line of work.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of FCA regulations and holistic financial planning. Be ready to discuss how you've applied this knowledge in past roles, as it shows you're not just familiar with the theory but can also put it into practice.
✨Showcase Your Communication Skills
Since this role involves cultivating client relationships, practice articulating complex financial concepts in simple terms. Think of examples where you've successfully communicated with clients or colleagues, as this will demonstrate your ability to connect with clients effectively.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations. Prepare a few scenarios from your experience where you provided exceptional service or resolved a challenging issue, highlighting your analytical skills and client-focused approach.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to client relationships or their growth strategies. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
