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- Tasks: Provide expert financial planning advice to medical professionals and manage client relationships.
- Company: Leading financial services firm in Greater London with a focus on medical professionals.
- Benefits: Competitive salary, discretionary bonuses, and a supportive hybrid working environment.
- Why this job: Join a dynamic team and make a real difference in the financial lives of medical professionals.
- Qualifications: Minimum 5 years of experience and FCA certification required.
- Other info: Opportunity for professional growth in a collaborative and supportive setting.
The predicted salary is between 43200 - 72000 £ per year.
A prominent financial services firm in Greater London seeks a Financial Planner to provide specialized financial planning advice, primarily to medical professionals. The role includes managing existing client relationships, developing new connections, and ensuring the accuracy of client advice.
Ideal candidates will have at least 5 years of experience and be FCA Certified.
Benefits include a competitive salary, discretionary bonuses, and a supportive hybrid working environment.
Senior Financial Planner for Medical Professionals - Hybrid employer: Quarsh
Contact Detail:
Quarsh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner for Medical Professionals - Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the medical field and let them know you're on the lookout for opportunities. Personal referrals can make a huge difference in landing that Senior Financial Planner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial planning specific to medical professionals. We want to see you shine when discussing how you can manage client relationships and provide tailored advice.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds!
✨Tip Number 4
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 connect directly with us.
We think you need these skills to ace Senior Financial Planner for Medical Professionals - Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with medical professionals. We want to see how your skills align with the role, so don’t be shy about showcasing 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 planning for medical professionals and how your background makes you the perfect fit for our team.
Showcase Your FCA Certification: Since being FCA Certified is a must-have for this role, make sure to prominently display your certification in your application. We need to know you’ve got the credentials to back up your expertise!
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 exciting opportunity. Don’t miss out!
How to prepare for a job interview at Quarsh
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial planning. Brush up on key financial metrics and be ready to discuss how you've used them to advise clients, especially in the medical sector.
✨Showcase Your Client Management Skills
This role involves managing existing client relationships, so be prepared to share specific examples of how you've successfully nurtured client connections in the past. Highlight any strategies you've used to build trust and rapport.
✨Understand the Medical Sector
Since you'll be advising medical professionals, it’s crucial to understand their unique financial needs. Research common financial challenges faced by doctors and healthcare workers, and think about how you can address these in your role.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think through potential client situations you might encounter and how you would approach them, ensuring you align your answers with the firm's values and client-centric approach.
