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For Companies At a Glance
- Tasks: Help clients manage their finances and grow their wealth with expert advice.
- Company: Established financial planning firm in Bradford-on-Avon with a strong reputation.
- Benefits: Negotiable salary, flexible working options, and company benefits.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 Diploma qualified with experience in financial planning.
- Other info: Supportive environment with back office assistance for your success.
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey. The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values.
You will benefit from working with their high quality, loyal clients, with average client holdings of £1m. Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive. You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise a variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.
Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you.
Financial Planner Requirements- You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status.
- You must have experience providing financial planning to clients as a Financial Advisor.
- You should have desire to be part of a growing team and take an active role in delivering growth for the business.
- Salary negotiable depending on experience and qualifications.
- Plus company benefits.
- Mixture of working from their office, seeing clients and working from home.
- Fantastic opportunity to play a key role within a well-established, growing team.
Location: Bradford-on-Avon
Financial Planner in Bradford-on-Avon employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Bradford-on-Avon
✨Tip Number 1
Network like a pro! Attend local events, join financial planning groups, and connect with other professionals. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! Create a personal brand on social media or LinkedIn. Share insights about financial planning, engage with potential clients, and let your knowledge shine through.
✨Tip Number 3
Don’t be shy about reaching out! If you see a firm you like, drop them a message. Express your interest in their growth journey and how you can contribute to their success.
✨Tip Number 4
Utilise our website for job applications! We’ve got loads of resources to help you prepare for interviews and ace those tough questions. Let’s get you that Financial Planner position!
We think you need these skills to ace Financial Planner in Bradford-on-Avon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Financial Planner role. Highlight your Level 4 Diploma and any advanced qualifications, as well as your experience in providing financial planning to clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our growth journey. Mention specific examples of how you've successfully serviced and grown client portfolios in the past.
Showcase Your Client Management Skills: Since you'll be working with high-quality, loyal clients, it's essential to demonstrate your ability to manage and grow client relationships. Share any relevant experiences where you've utilised referrals, networking, or marketing initiatives to enhance client satisfaction.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial concepts and client management. Brush up on key metrics, investment strategies, and the specific services offered by the firm. Being able to discuss these confidently will show that you’re not just knowledgeable but also genuinely interested in their business.
✨Align with Their Values
This firm is looking for candidates who align with their values. Before the interview, take some time to research their mission and culture. Think about how your personal values and professional goals match up, and be ready to share examples that illustrate this alignment during your conversation.
✨Prepare Client Scenarios
Since you’ll be working with high-value clients, prepare a few scenarios where you successfully managed client portfolios or provided tailored advice. Highlight your approach to client retention and growth, as well as any innovative methods you used to attract new clients. This will showcase your practical experience and strategic thinking.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions. Inquire about their growth plans, the support structure in place, and how they measure success for their Financial Planners. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you.
