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For Companies At a Glance
- Tasks: Provide expert financial advice and build strong client relationships.
- Company: A values-driven, independent financial planning firm in Maidstone.
- Benefits: Supportive team environment with no sales targets and a focus on quality service.
- Why this job: Make a real difference in clients' lives while growing your expertise.
- Qualifications: Chartered Financial Advisor status and a passion for client care.
- Other info: Join a firm that prioritises integrity and long-term client relationships.
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 that is 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.
Chartered Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join relevant groups, and don’t be shy about reaching out to potential mentors or colleagues. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and knowledge in financial advising. Share insights on social media, write articles, or even start a blog. This not only positions you as an expert but also attracts clients who resonate with your approach.
✨Tip Number 3
Prepare for interviews by understanding the firm’s values and client approach. Since this role focuses on quality relationships rather than sales targets, think about how you can demonstrate your commitment to client care and holistic financial planning during your conversations.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Chartered Financial Advisor role. Plus, applying directly shows your enthusiasm and commitment to joining a values-driven firm like the one in Maidstone.
We think you need these skills to ace Chartered Financial Advisor
Some tips for your application 🫡
Show Your Passion for Client Care: When writing your application, make sure to highlight your commitment to doing what's right for clients. We want to see how you can bring that values-driven approach to our team and help us maintain strong client relationships.
Tailor Your Experience: Don’t just send a generic CV! We love seeing how your past experiences align with the role of a Chartered Financial Advisor. Be specific about your technical expertise and how it can benefit our HNW clients.
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through in your application. We’re looking for someone who fits well with our team culture, so a touch of authenticity goes a long way!
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 to join our growing team.
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic financial planning and high-net-worth clients. Be ready to discuss your previous experiences and how they align with the firm's values of client care and technical expertise.
✨Showcase Your Values
This firm is all about doing what's right for the client. During the interview, share examples of how you've prioritised client relationships in your past roles. Highlight any instances where you've gone above and beyond to ensure client satisfaction.
✨Prepare Questions
Think of insightful questions to ask about the firm's approach to client relationships and their support systems. This shows you're genuinely interested in their values-driven culture and helps you assess if it's the right fit for you.
✨Relax and Be Yourself
Since the firm doesn't have a sales-targeted approach, focus on being authentic during the interview. Let your personality shine through, and remember that they’re looking for someone who aligns with their ethos of quality over quantity.
