At a Glance
- Tasks: Deliver exceptional financial advice and build strong client relationships.
- Company: Dynamic financial services firm in Nottingham with a forward-thinking team.
- Benefits: 30 days holiday, private medical insurance, and a hybrid work model.
- Why this job: Join a team dedicated to providing high-quality financial solutions and make a real impact.
- Qualifications: Diploma in Financial Planning and experience in diverse financial services.
- Other info: Enjoy a mix of home and office work with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Nottingham is seeking an experienced Financial Planner to deliver exceptional financial advice while maintaining strong client relationships. The ideal candidate possesses a Diploma in Financial Planning and experience in diverse financial services. This role offers a mix of home and office work, plus various benefits including 30 days holiday and private medical insurance. Join a forward-thinking team dedicated to providing high-quality financial solutions.
Hybrid Financial Planner for HNW Client Advisory in Nottingham employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Planner for HNW Client Advisory in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re all about high-quality financial solutions. Tailor your answers to show how your experience aligns with their mission.
✨Tip Number 3
Showcase your skills! Bring along examples of your past work or case studies that highlight your financial planning expertise. This will help you stand out as a candidate who can deliver exceptional advice.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Hybrid Financial Planner for HNW Client Advisory in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client advisory. We want to see how your skills align with the role, so don’t be shy about showcasing your Diploma in Financial Planning and any relevant achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how you can contribute to our forward-thinking team. Keep it professional but let your personality come through!
Showcase Your Client Relationship Skills: Since maintaining strong client relationships is key for this role, make sure to include examples of how you've successfully built and managed client relationships in the past. We love to see real-life stories that demonstrate your expertise!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Progeny
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around high-net-worth client needs. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Relationship Skills
This role is all about maintaining strong client relationships. Prepare examples of how you've built trust and rapport with clients in previous roles. Think about times when you went above and beyond for a client.
✨Understand the Company Culture
Research the firm’s values and mission. Be prepared to explain how your personal values align with theirs. This shows that you're not just looking for any job, but that you genuinely want to be part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This could include inquiries about their approach to client advisory or how they support their planners in professional development. It shows you're engaged and serious about the opportunity.