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For Companies At a Glance
- Tasks: Help clients manage their finances and grow their wealth with tailored advice.
- Company: Established financial planning firm in Bradford-on-Avon with a strong reputation.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Why this job: Join a growing firm and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma qualified with experience in financial planning.
- Other info: Full back office support to help you succeed and thrive.
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 services.
Financial Planner in Bradford-on-Avon employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Bradford-on-Avon
✨Tip Number 1
Network like a pro! Attend local financial events or join online forums where you can meet potential clients and other professionals. Remember, building relationships is key in our industry.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on financial planning, tips for managing investments, or even success stories (without breaching confidentiality). This will help you stand out and attract clients.
✨Tip Number 3
Don’t shy away from asking for referrals! If you’ve got happy clients, they’ll likely know others who could benefit from your services. A simple ask can lead to new opportunities.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate Financial Planners who align with our values. It’s a great way to get noticed and start your journey with us.
We think you need these skills to ace Financial Planner in Bradford-on-Avon
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 with high-value clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express why you’re excited about joining our team in Bradford-on-Avon and how your values align with ours. Be genuine and let your personality come through.
Showcase Your Client Management Skills: Since you'll be working with loyal clients, it's crucial to demonstrate your ability to service and grow client portfolios. Share specific examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to the firm’s client base and be ready to discuss how you can add value to their existing portfolio.
✨Align with Their Values
This firm is looking for candidates who resonate with their values. Research their mission and vision statements, and think about how your personal values align with theirs. Be prepared to share examples of how you've demonstrated similar values in your previous roles.
✨Showcase Your Client Management Skills
Since you'll be servicing high-value clients, highlight your experience in managing client relationships. Prepare specific examples of how you've successfully retained and grown client portfolios in the past, and discuss your approach to client servicing.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about their growth plans and how they support their Financial Planners. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
