At a Glance
- Tasks: Provide holistic financial planning for high-net-worth clients without sales targets.
- Company: Values-driven, independently owned financial planning firm with a strong team culture.
- Benefits: Competitive salary, flexible working options, and supportive team environment.
- Other info: Enjoy a loyal team atmosphere with no evening or weekend work.
- Why this job: Join a passionate team focused on client relationships and quality service.
- Qualifications: Qualified Financial Advisor with strong technical expertise; Chartered status preferred.
The predicted salary is between 50000 - 60000 £ 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
Values-Driven Financial Planner for HNW Clients (No Targets) 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 rewarded without the pressure of sales targets. With a strong focus on client relationships and a supportive team culture, you will have the opportunity to grow alongside a loyal team that prioritises quality service and professional development. Enjoy a competitive salary, a mainly office-based role with flexible working options, and the chance to be part of a company that has been independently owned for over 30 years, committed to sustainable growth and employee satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Values-Driven Financial Planner for HNW Clients (No Targets) in Chatham
✨Tip Number 1
Network like a pro! Attend local events or join online forums related to financial planning. This is where you can meet potential clients and other professionals who might refer you.
✨Tip Number 2
Show your personality! When you get the chance to meet clients or colleagues, let your values shine through. People want to work with someone they trust and connect with on a personal level.
✨Tip Number 3
Leverage social media! Share your insights and expertise on platforms like LinkedIn. This not only showcases your knowledge but also helps you build a professional brand that attracts HNW clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about finding the right fit for our team, so show us what makes you unique!
We think you need these skills to ace Values-Driven Financial Planner for HNW Clients (No Targets) in Chatham
Some tips for your application 🫡
Show Your Values:Make sure to highlight your values-driven approach in your application. We want to see how you prioritise client relationships and quality service over sales targets, as that’s what we’re all about!
Tailor Your CV:Don’t just send a generic CV! Tailor it to reflect your experience with HNW clients and your technical expertise. We love seeing how your background aligns with our mission of delivering holistic financial planning.
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you fit into our team culture. We appreciate authenticity and a personal touch.
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 fantastic opportunity with our values-driven firm!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Values
Since the firm is values-driven, make sure you understand their core values and how they align with your own. Be ready to discuss specific examples from your past experiences that demonstrate your commitment to client service and ethical financial planning.
✨Showcase Your Technical Expertise
As a qualified Financial Advisor, it's crucial to highlight your technical skills during the interview. Prepare to discuss complex financial scenarios you've navigated successfully, and be ready to explain your thought process in a way that showcases your expertise without sounding overly sales-focused.
✨Emphasise Relationship Building
This role is all about building strong client relationships. Share stories that illustrate how you've developed trust and rapport with clients in the past. Highlight your approach to understanding client needs and how you’ve provided tailored solutions that prioritise their best interests.
✨Fit In With the Team Culture
The company prides itself on team camaraderie, so it’s important to convey that you’re a team player. Be prepared to discuss how you collaborate with colleagues and contribute to a positive work environment. Showing that you value teamwork will resonate well with the interviewers.
