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For Companies At a Glance
- Tasks: Advise clients on financial needs, including pensions and investments.
- Company: National IFA firm with a strong reputation in the industry.
- Benefits: Competitive salary of £55,000 to £68,000 plus generous bonuses.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in financial planning and five years of advisory experience.
- Other info: Focus on building client relationships and driving growth.
The predicted salary is between 55000 - 68000 £ per year.
A national IFA firm is seeking an experienced Financial Planner to join their team in the Kenilworth area. The role involves advising clients on financial needs including pensions and investments while benefiting from a competitive salary ranging from £55,000 to £68,000 plus generous bonuses based on new business.
Candidates should hold a Level 4 Diploma in financial planning and have at least five years of advisory experience, focusing on building client relationships and growth.
Independent Financial Planner – Cash-Flow Modelling & Growth in Kenilworth employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Planner – Cash-Flow Modelling & Growth in Kenilworth
✨Tip Number 1
Network like a pro! Attend industry events and connect with fellow financial planners. Building relationships can lead to referrals and job opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or professional platforms. Share insights on cash-flow modelling and growth strategies to attract potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions in the financial planning field. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Independent Financial Planner – Cash-Flow Modelling & Growth in Kenilworth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially your advisory roles. We want to see how you've built client relationships and contributed to growth, so don’t hold back on those details!
Showcase Your Qualifications: Since a Level 4 Diploma is a must-have, make it prominent in your application. We’re keen on seeing how your qualifications align with the role, so include any relevant certifications or training that showcase your expertise.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your experience aligns with our needs. We love a personal touch, so feel free to share your journey in the industry.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As an Independent Financial Planner, you'll need to demonstrate your expertise in cash-flow modelling and growth strategies. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Relationship-Building Skills
This role emphasises building strong client relationships. Prepare examples of how you've nurtured client connections and turned them into long-term partnerships. Highlight any specific strategies you used to enhance client satisfaction and retention.
✨Understand the Firm's Values
Research the national IFA firm thoroughly. Understand their mission, values, and the types of clients they serve. This will help you tailor your responses to align with their culture and show that you're genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about challenging situations you've faced in your advisory role and how you navigated them. Be ready to explain your thought process and the outcomes.
