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- Tasks: Help clients achieve their financial goals and grow your own portfolio.
- Company: Established financial planning firm with a strong local presence.
- Benefits: Negotiable salary, flexible working options, and company benefits.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: Level 4 Diploma qualified with experience in financial planning.
- Other info: Supportive environment with back office assistance for your success.
The predicted salary is between 36000 - 60000 £ per year.
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey. The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.
Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive. You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise a variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.
Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you.
Financial Planner Requirements- You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status.
- You must have experience providing financial planning to clients as a Financial Advisor.
- You should have desire to be part of a growing team and take an active role in delivering growth for the business.
- Salary negotiable depending on experience and qualifications.
- Plus company benefits.
- Mixture of working from their office, seeing clients and working from home.
- Fantastic opportunity to play a key role within a well-established, growing team.
- Bradford-on-Avon
Financial Planner in Swindon employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Swindon
✨Tip Number 1
Network like a pro! Attend local events, join financial planning groups, and connect with other professionals in the industry. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes and client relationships. When you meet potential employers, let them see how you can add value to their team right from the start.
✨Tip Number 3
Don’t just apply – engage! When you find a job on our website, reach out to the hiring manager or recruiter directly. A quick message expressing your enthusiasm can set you apart from the crowd.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Planner in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Financial Planner role. Highlight your Level 4 Diploma and any advanced qualifications, as well as your experience in providing financial planning to clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our growth journey. Mention specific examples of how you've successfully serviced and grown client portfolios in the past.
Showcase Your Client Management Skills: Since you'll be working with high-quality, loyal clients, it's essential to demonstrate your ability to manage and grow client relationships. Share any relevant experiences where you've utilised referrals or networking to enhance your client base.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial concepts and client portfolios. Brush up on key metrics and be ready to discuss how you’ve managed similar client holdings in the past.
✨Align with Their Values
Research the firm’s values and culture. Be prepared to explain how your personal values align with theirs and how you can contribute to their growth journey. This shows you’re not just looking for any job, but a place where you truly fit.
✨Showcase Your Client Management Skills
Prepare examples of how you’ve successfully serviced and grown client portfolios. Highlight your experience with referrals and networking, as these are crucial for expanding their client base.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the firm’s future. Inquire about their growth plans and how you can play a role in achieving them. This demonstrates your commitment and forward-thinking mindset.
