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- Tasks: Onboard new clients and provide tailored financial advice in a supportive environment.
- Company: Leading financial services firm in Southampton with a collaborative culture.
- Benefits: Career development opportunities and a focus on integrity.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Advice and experience in client onboarding.
- Other info: Dynamic work environment with strong support for your professional growth.
The predicted salary is between 30000 - 50000 £ per year.
A leading financial services firm in Southampton is seeking experienced Financial Planners to join their expanding team. The role focuses on onboarding new clients and providing tailored financial advice in a fully supported environment, including paraplanning services.
Candidates must hold a Level 4 Diploma in Financial Advice and possess a proven track record in client onboarding and financial planning. This position promises career development within a culture that promotes integrity and collaboration.
Financial Planner: Lead-Driven Growth & Flexible Options in Southampton employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner: Lead-Driven Growth & Flexible Options in Southampton
✨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 interviews by practising common questions specific to financial planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the firm's values.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past client onboarding successes and financial plans you've crafted. This will demonstrate your skills and give potential employers confidence in your abilities.
✨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 Financial Planner: Lead-Driven Growth & Flexible Options in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Advice and any relevant experience in client onboarding. We want to see how your skills align with the role, so don’t be shy about showcasing your 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 and how you can contribute to our team. We love seeing genuine enthusiasm and a personal touch.
Showcase Your Track Record: Since this role focuses on onboarding new clients, make sure to include specific examples of your past successes in client acquisition and financial planning. We’re looking for evidence of your proven track record!
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 the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Quilter plc
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around client onboarding and tailored advice. Be ready to discuss your Level 4 Diploma in Financial Advice and how it has equipped you to handle real-world scenarios.
✨Showcase Your Track Record
Prepare specific examples of your past successes in client onboarding and financial planning. Use metrics or outcomes to illustrate how you've positively impacted clients and contributed to your previous firms.
✨Emphasise Collaboration
Since the role promotes a culture of collaboration, be prepared to discuss how you work with others. Share experiences where teamwork led to successful client outcomes, highlighting your ability to integrate with paraplanning services.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client onboarding and their support systems. This shows your genuine interest in the role and helps you assess if the company’s culture aligns with your values.
