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- Tasks: Enhance business growth through high-quality financial advice and client relationship management.
- Company: Leading wealth management firm with a focus on client success.
- Benefits: Hybrid working, comprehensive benefits package, including pension and private medical insurance.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Strong financial planning skills and proven relationship-building abilities.
- Other info: Permanent position with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm is seeking a Technical Specialist / Manager to enhance business growth through high-quality financial advice and client relationship management.
Located in Bournemouth, the ideal candidate will possess strong financial planning skills and proven relationship-building abilities.
This permanent position offers a hybrid working pattern and a comprehensive benefits package, including a company pension and private medical insurance.
Strategic Financial Planning Director — Hybrid in Bournemouth employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Financial Planning Director — Hybrid in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to connections in the wealth management sector, especially those who work at firms you admire. A friendly chat can lead to insider info and even referrals that could give you the edge.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and client relationship management. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your financial planning successes and client testimonials. This tangible evidence of your expertise can set you apart from other candidates.
✨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 Strategic Financial Planning Director — Hybrid in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial planning skills and relationship-building experience. We want to see how your background aligns 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 the perfect fit for the Strategic Financial Planning Director role. We love seeing genuine enthusiasm and a clear understanding of our company’s values.
Showcase Your Technical Skills: As a Technical Specialist/Manager, we’re looking for someone with strong financial acumen. Be sure to include any relevant certifications or software proficiencies that demonstrate your expertise in financial planning.
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 in Bournemouth!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Numbers
Brush up on your financial planning skills and be ready to discuss specific strategies you've implemented in the past. This role is all about enhancing business growth, so come prepared with examples of how your financial advice has positively impacted clients.
✨Build Rapport
Since relationship management is key for this position, practice building rapport during the interview. Use active listening techniques and engage with the interviewer by asking insightful questions about their client base and how they approach relationship-building.
✨Showcase Your Hybrid Work Skills
With a hybrid working pattern, it's important to demonstrate your ability to work effectively both remotely and in-person. Share examples of how you've successfully managed projects or client relationships in a hybrid environment, highlighting your adaptability and communication skills.
✨Understand the Company Culture
Research the wealth management firm’s values and culture before the interview. Tailor your responses to align with their mission and demonstrate how your personal values resonate with theirs. This will show that you’re not just a fit for the role, but also for the company.
