Chartered Financial Planner

Chartered Financial Planner

Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert financial advice and help clients achieve their financial goals.
  • Company: A values-driven, independently owned financial planning firm in Folkestone.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Why this job: Make a real difference in clients' lives while growing your financial expertise.
  • Qualifications: Chartered Financial Planner qualification and strong communication skills.
  • Other info: Join a passionate team focused on client success and ethical practices.

The predicted salary is between 36000 - 60000 Β£ per year.

This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. xiskglj

In your role as a Chartered Financial Advisor, you will be provided with …

Chartered Financial Planner employer: Premier Jobs UK Limited

Join a values-driven, independently owned financial planning firm in Folkestone that prioritises client welfare and ethical practices. With a strong commitment to employee development, you will benefit from a supportive work culture that encourages professional growth and offers unique opportunities to make a meaningful impact in clients' lives.
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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 Planner

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning industry 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 interviews by researching the firm thoroughly. Understand their values and how they align with your own. This will help you demonstrate that you're not just a fit for the role, but also for their culture.

✨Tip Number 3

Practice your pitch! Be ready to explain why you're the perfect Chartered Financial Planner for them. Highlight your qualifications and experience, but also share your passion for helping clients achieve their financial goals.

✨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 are proactive about their job search!

We think you need these skills to ace Chartered Financial Planner

Chartered Financial Planning
Client Relationship Management
Technical Expertise in Financial Products
Regulatory Knowledge
Investment Analysis
Risk Assessment
Financial Modelling
Communication Skills
Ethical Decision Making
Problem-Solving Skills
Attention to Detail
Adaptability
Team Collaboration

Some tips for your application 🫑

Tailor Your CV: Make sure your CV reflects the skills and qualifications mentioned in the job description. Highlight your experience as a Chartered Financial Planner and any relevant achievements that showcase your expertise.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you align with our values. Share specific examples of how you've helped clients in the past, as this will resonate with our client-focused approach.

Showcase Your Technical Skills: Since we value technical expertise, don’t shy away from detailing your qualifications and any relevant certifications. This is your chance to shine, so make sure we see what makes you a standout candidate!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us.

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. Understand the latest regulations and trends in the industry, as well as the specific services offered by the firm. This will show that you're not just qualified, but genuinely interested in what they do.

✨Showcase Your Values

Since the firm is values-driven, be prepared to discuss how your personal values align with theirs. Think about examples from your past experiences where you've prioritised client needs and ethical considerations in your work.

✨Prepare Questions

Have a list of thoughtful questions ready to ask during the interview. This could include inquiries about their approach to client relationships or how they support their team’s professional development. It shows you're engaged and serious about the role.

✨Practice Your Pitch

Be ready to articulate your experience and qualifications clearly and confidently. Practising your responses to common interview questions can help you feel more at ease and ensure you highlight your strengths effectively.

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