Chartered Financial Advisor – Holistic Planning, No Target
Chartered Financial Advisor – Holistic Planning, No Target

Chartered Financial Advisor – Holistic Planning, No Target

Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build strong client relationships and provide holistic financial planning without sales targets.
  • Company: Established financial planning firm with over 30 years of ethical practices.
  • Benefits: Supportive team environment and focus on quality service.
  • Why this job: Join a collaborative culture and make a real difference in clients' lives.
  • Qualifications: Chartered Financial Advisor status and a passion for holistic financial services.
  • Other info: Opportunity for organic growth in a stable, ethical firm.

The predicted salary is between 30000 - 42000 £ per year.

A local financial planning firm is looking for a Chartered Financial Advisor in Maidstone. This role emphasizes building strong client relationships without imposing sales targets. You will receive comprehensive support from the team, fostering a collaborative culture. Ideal for candidates who value quality, holistic financial services and wish to work in a supportive environment. Join a firm established for over 30 years with a commitment to organic growth and strong ethical practices.

Chartered Financial Advisor – Holistic Planning, No Target employer: Premier Jobs UK Limited

Join a well-established financial planning firm in Maidstone that prioritises quality and ethical practices, offering a supportive work environment without the pressure of sales targets. With over 30 years of experience, we foster a collaborative culture that encourages professional growth and strong client relationships, making it an ideal place for those who value holistic financial services.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Chartered Financial Advisor – Holistic Planning, No Target

Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm. A personal introduction can make all the difference.

Tip Number 2

Prepare for the interview by understanding the firm's values and culture. Since they focus on holistic planning and client relationships, think of examples from your past that showcase your commitment to these principles.

Tip Number 3

Showcase your soft skills! In a role that prioritises client relationships, being personable and approachable is key. Practice how you can convey your ability to connect with clients during the interview.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Chartered Financial Advisor – Holistic Planning, No Target

Client Relationship Management
Holistic Financial Planning
Ethical Practices
Collaborative Teamwork
Communication Skills
Financial Analysis
Organic Growth Strategies
Problem-Solving Skills

Some tips for your application 🫡

Show Your Passion for Holistic Planning: When writing your application, let us know why holistic financial planning excites you. Share any experiences or insights that highlight your commitment to building strong client relationships without the pressure of sales targets.

Highlight Your Ethical Practices: Since we value strong ethical practices, make sure to mention any relevant experiences that demonstrate your commitment to integrity in financial services. This will resonate well with our firm's culture and values.

Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the Chartered Financial Advisor role. We want to see how your skills align with our collaborative culture.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Maidstone. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Premier Jobs UK Limited

Know Your Stuff

Make sure you brush up on your financial planning knowledge, especially around holistic approaches. Be ready to discuss how you can build strong client relationships without the pressure of sales targets.

Showcase Your Values

This firm values ethical practices and organic growth, so be prepared to share examples of how you've demonstrated these values in your previous roles. Authenticity goes a long way!

Ask Thoughtful Questions

Prepare some insightful questions about the firm's culture and support systems. This shows that you're genuinely interested in their collaborative environment and want to contribute positively.

Be Yourself

Since the role focuses on building relationships, let your personality shine through. Show them who you are beyond your qualifications; they want to see how you'd fit into their supportive team.

Chartered Financial Advisor – Holistic Planning, No Target
Premier Jobs UK Limited

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