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

Chartered Financial Advisor – Holistic Planning, No Target in London

London Full-Time 36000 - 60000 £ / 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 in Maidstone with over 30 years of experience.
  • Benefits: Supportive team environment, ethical practices, and focus on quality service.
  • Why this job: Join a collaborative culture and make a real difference in clients' financial lives.
  • Qualifications: Chartered Financial Advisor status and a passion for holistic financial services.
  • Other info: Opportunity for organic growth in a stable and ethical firm.

The predicted salary is between 36000 - 60000 £ 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 in London employer: Premier Jobs UK Limited

Join a well-established financial planning firm in Maidstone that prioritises quality and ethical practices over sales targets. With over 30 years of experience, we offer a supportive work culture that encourages collaboration and personal growth, making it an ideal environment for Chartered Financial Advisors who are passionate about holistic client care.
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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 in London

Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like ours. A personal recommendation can go a long way in landing that interview.

Tip Number 2

Prepare for the interview by researching our firm’s values and culture. We’re all about building strong client relationships and ethical practices, so be ready to discuss how you align with these principles.

Tip Number 3

Showcase your holistic planning skills during interviews. We want to see how you approach client needs comprehensively, so share examples of how you've successfully supported clients in the past.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our supportive team.

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

Client Relationship Management
Holistic Financial Planning
Ethical Practices
Collaborative Teamwork
Communication Skills
Financial Analysis
Problem-Solving Skills
Adaptability
Organisational Skills
Attention to Detail

Some tips for your application 🫡

Show Your Passion for Holistic Planning: When writing your application, make sure to express your enthusiasm for holistic financial services. We want to see how you value building strong client relationships and why this approach resonates with you.

Highlight Your Experience: Don’t forget to showcase your relevant experience as a Chartered Financial Advisor. We’re looking for candidates who can demonstrate their expertise in providing quality financial advice without the pressure of sales targets.

Emphasise Team Collaboration: Since we pride ourselves on a supportive team culture, mention any experiences where you’ve successfully collaborated with others. This will show us that you’re a great fit for our environment.

Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity in Maidstone!

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

Know Your Stuff

Make sure you brush up on your financial knowledge, especially around holistic planning. Be ready to discuss how you can build strong client relationships without the pressure of sales targets. This shows that you understand the firm's values and approach.

Showcase Your People Skills

Since this role is all about building relationships, prepare examples of how you've successfully connected with clients in the past. Think about times when you’ve gone above and beyond to support a client’s needs, as this will resonate well with the firm’s ethos.

Emphasise Teamwork

The firm prides itself on a collaborative culture, so be ready to talk about your experiences working in teams. Share specific instances where you contributed to a team’s success or supported colleagues, highlighting your commitment to a supportive work environment.

Align with Their Values

Research the firm’s history and their commitment to ethical practices and organic growth. During the interview, express how your personal values align with theirs. This connection can set you apart as a candidate who truly fits into their culture.

Chartered Financial Advisor – Holistic Planning, No Target in London
Premier Jobs UK Limited
Location: London

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