At a Glance
- Tasks: Help clients achieve their financial goals with expert advice and support.
- Company: A values-driven, independent financial planning firm with over 30 years of experience.
- Benefits: Competitive salary, flexible working, and a supportive team environment.
- Other info: Enjoy a collaborative culture with no evening or weekend work.
- Why this job: Join a loyal team focused on quality service, not sales targets.
- Qualifications: Qualified Financial Advisor with strong technical expertise; Chartered status preferred.
The predicted salary is between 40000 - 50000 £ per year.
This employed Financial Planner job in Maidstone or Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team. 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.
In your role as a Financial Planner, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Financial Planner Requirements
- You must be a qualified and experienced Financial Advisor with strong technical expertise.
- Ideally, you should be Chartered qualified or plans to achieve this.
- Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales.
Financial Planner Benefits
- Competitive salary to be discussed.
- Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin.
- No evenings or weekends work.
- Loyal team who enjoy working together and being valued for their input.
Locations
- Maidstone
- Folkestone
Financial Planner in Chatham employer: Premier Jobs UK Limited
Join a values-driven financial planning firm in Maidstone or Folkestone, where your expertise will be valued and nurtured in a supportive environment. With a focus on quality client relationships rather than sales targets, you'll enjoy a collaborative culture that prioritises team camaraderie and personal growth. Benefit from competitive salaries, flexible working arrangements, and the opportunity to work with high-net-worth clients while being part of a company that has been independently owned for over 30 years.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Chatham
✨Tip Number 1
Network like a pro! Attend local financial planning events or workshops in Maidstone and Folkestone. It's a great way to meet potential clients and other professionals who can refer you.
✨Tip Number 2
Show your personality! When you get the chance to meet with potential clients, let your values shine through. Remember, this firm is all about building strong relationships, so be genuine and approachable.
✨Tip Number 3
Leverage social media! Share your insights on financial planning on platforms like LinkedIn. This not only showcases your expertise but also helps you connect with HNW clients who might be looking for your services.
✨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 joining our values-driven team.
We think you need these skills to ace Financial Planner in Chatham
Some tips for your application 🫡
Show Your Passion for Client Care:When writing your application, let us see your enthusiasm for helping clients. Share examples of how you've gone above and beyond to deliver great service, as this aligns perfectly with our values-driven approach.
Highlight Your Technical Expertise:Make sure to showcase your qualifications and experience as a Financial Advisor. If you're Chartered or on your way to becoming one, shout about it! We love seeing candidates who are committed to their professional development.
Emphasise Team Fit:We pride ourselves on our culture and camaraderie, so in your application, mention how you work well in a team. Share experiences that demonstrate your ability to collaborate and contribute positively to a workplace environment.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get the ball rolling on your journey with 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 and technical expertise. Be ready to discuss your qualifications and how they align with the firm's values-driven approach. This shows that you're not just about numbers, but also about building strong client relationships.
✨Showcase Your Values
Since the firm is passionate about doing what's right for clients, be prepared to share examples of how you've prioritised client needs in your previous roles. Highlighting your commitment to ethical practices will resonate well with them.
✨Be a Team Player
The company prides itself on team camaraderie, so demonstrate your ability to work collaboratively. Share experiences where you've contributed to a positive team environment or supported colleagues, as this will show you're a good fit for their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's growth plans and how they support their Financial Planners. This not only shows your interest in the role but also your desire to contribute to the team's success in a meaningful way.
