Chartered Financial Advisor - Holistic Planning & Growth
Chartered Financial Advisor - Holistic Planning & Growth

Chartered Financial Advisor - Holistic Planning & Growth

Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build strong client relationships and provide holistic financial planning.
  • Company: Local financial planning firm in Maidstone with a supportive team.
  • Benefits: Positive work environment, comprehensive support, and no strict sales targets.
  • Why this job: Join a team that values integrity and teamwork while helping clients grow financially.
  • Qualifications: Must be a qualified Chartered Financial Advisor.
  • Other info: Great opportunity for personal and professional growth in a collaborative setting.

The predicted salary is between 28800 - 43200 £ per year.

A local financial planning firm in Maidstone is looking for a qualified Chartered Financial Advisor. This role emphasizes strong client relationships and holistic financial planning without strict sales targets. You will receive comprehensive support from a dedicated team, ensuring a positive work environment. The firm values integrity and teamwork, making it essential for candidates to align with these principles.

Chartered Financial Advisor - Holistic Planning & Growth employer: Premier Jobs UK

Join a local financial planning firm in Maidstone that prioritises integrity and teamwork, offering a supportive environment for Chartered Financial Advisors. With no strict sales targets, you can focus on building strong client relationships and delivering holistic financial planning. The firm is committed to employee growth, providing ample opportunities for professional development and fostering a positive workplace culture.
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Contact Detail:

Premier Jobs UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Chartered Financial Advisor - Holistic Planning & Growth

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm. A personal introduction can make all the difference.

✨Tip Number 2

Showcase your holistic planning skills in interviews. Be ready to discuss how you build strong client relationships and how you approach financial planning without the pressure of sales targets.

✨Tip Number 3

Prepare thoughtful questions for your interview. Ask about the team dynamics and how they support each other in achieving client goals. This shows you're genuinely interested in their values.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.

We think you need these skills to ace Chartered Financial Advisor - Holistic Planning & Growth

Client Relationship Management
Holistic Financial Planning
Integrity
Teamwork
Communication Skills
Financial Analysis
Problem-Solving Skills
Adaptability

Some tips for your application 🫡

Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A touch of authenticity can make a big difference.

Align with Our Values: Make sure to highlight how your values align with ours, especially integrity and teamwork. We’re all about building strong relationships, so show us how you embody these principles in your work.

Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid fluff – we want the good stuff!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!

How to prepare for a job interview at Premier Jobs UK

✨Know Your Stuff

Make sure you brush up on your financial planning knowledge, especially around holistic approaches. Be ready to discuss how you can build strong client relationships and provide tailored advice without the pressure of sales targets.

✨Showcase Your Values

Since the firm values integrity and teamwork, think of examples from your past experiences that highlight these principles. Be prepared to explain how you’ve worked collaboratively in a team and maintained ethical standards in your practice.

✨Ask Thoughtful Questions

Prepare some insightful questions about the firm's approach to client relationships and support systems. This shows your genuine interest in their values and helps you understand how you can fit into their culture.

✨Practice Active Listening

During the interview, make sure to listen carefully to the interviewers. Responding thoughtfully to their questions will demonstrate your engagement and help you build rapport, which is crucial for a role focused on client relationships.

Chartered Financial Advisor - Holistic Planning & Growth
Premier Jobs UK

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