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For Companies At a Glance
- Tasks: Provide holistic financial planning and build strong client relationships.
- Company: Established, independent financial planning firm with a values-driven culture.
- Benefits: Supportive team environment, no sales targets, and career growth opportunities.
- Why this job: Join a passionate team focused on doing what's right for clients.
- Qualifications: Chartered Financial Planner status and a commitment to client care.
- Other info: Enjoy a collaborative atmosphere with a focus on professional development.
The predicted salary is between 36000 - 60000 £ 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.
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 Chartered Financial Advisor, 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 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 needs of their clients.
Chartered Financial Planner in London employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. Word-of-mouth is powerful, especially in this industry, so don’t be shy about sharing your goals.
✨Tip Number 2
Prepare for those interviews by researching the firm’s values and culture. Since this role is all about building strong client relationships, think of examples from your past that showcase your interpersonal skills and commitment to client care.
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss your technical knowledge and how it can benefit high-net-worth clients. This is your chance to shine and demonstrate why you’re the right fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Chartered Financial Planner role. Plus, it shows you’re serious about joining a values-driven firm that prioritises quality over sales targets.
We think you need these skills to ace Chartered Financial Planner in London
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 the extra mile in previous roles to ensure client satisfaction. We love candidates who genuinely care about making a difference!
Highlight Your Technical Expertise: Make sure to showcase your financial planning knowledge and any relevant qualifications. We want to know how your skills can contribute to our team's success. Don't be shy—this is your chance to shine!
Emphasise Team Fit: Our culture is super important to us, so in your application, mention how you work well in a team. Share experiences where collaboration led to great outcomes. We’re looking for someone who will fit right in with our values-driven approach.
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 don’t miss out on any updates. 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 high-net-worth clients. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific services the firm offers. This will show that you're genuinely interested and prepared.
✨Emphasise Relationship Building
Since the firm values strong client relationships, be ready to discuss your approach to building rapport and trust with clients. Share examples from your past experiences where you've successfully nurtured client relationships, highlighting your commitment to doing what's right for them.
✨Showcase Team Spirit
This company prides itself on its culture and camaraderie, so be sure to convey your ability to work well within a team. Talk about how you've collaborated with colleagues in the past and how you can contribute positively to their team dynamic.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. Inquire about their approach to client service, how they support their advisors, or what they see as the biggest challenges in the current market. This shows your enthusiasm and helps you gauge if the firm is the right fit for you.
