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- Tasks: Join a dynamic team as a Financial Planner, managing client portfolios and providing expert financial advice.
- Company: Work with an innovative Chartered Financial Planning firm in Winchester, known for its tech-driven approach.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and generous pension contributions.
- Why this job: Be part of a supportive culture that prioritises professional growth and excellent client service.
- Qualifications: No specific qualifications mentioned; enthusiasm and a willingness to learn are key!
- Other info: Inherit clients and receive full support in admin and business development.
The predicted salary is between 45000 - 75000 £ per year.
Recruit UK is working with a highly innovative, Chartered Financial Planning company in Winchester who are looking for a Financial Planner to join their team. With technology at the core of their offering, this company continues to expand, solidifying their presence within the Financial Planning profession. Alongside their commitment to excellent client service, they have created a supportive working environment, investing in their employees and supporting them with professional growth.
With clients to inherit, a market leading client proposition, a trusted brand name, and full support (admin/paraplanning/business development), you will have a great foundation to build and manage a portfolio of clients.
- Salary up to £75,000 + bonus
- ~8% company pension contribution
- ~ Private Medical, Life Assurance
- ~ Flexible working
- ~ Track providing holistic financial planning to private clients
If you are considering a move, and feel the above opportunity is aligned to your career aspirations then please apply online.
Financial Planner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the wealth management industry, especially those who work in or have connections to Winchester. Attend local financial planning events or webinars to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest technology trends in financial planning. Since this company places a strong emphasis on technology, showcasing your knowledge of relevant tools and software during conversations can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your approach to holistic financial planning. Given that the role involves managing a portfolio of clients, being able to articulate your strategies and how you build client relationships will demonstrate your suitability for the position.
✨Tip Number 4
Research the company's values and mission statement. Understanding their commitment to client service and employee growth will help you align your own career aspirations with what they are looking for in a Financial Planner.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Financial Planner. Tailor your application to highlight relevant experience and skills that align with the job description.
Craft a Compelling CV: Your CV should clearly showcase your qualifications, experience in wealth management, and any relevant certifications. Use bullet points for clarity and ensure it is well-structured to make a strong first impression.
Write a Tailored Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of their client proposition and supportive environment that resonate with you, and explain how you can contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. This financial planning firm prides itself on a supportive working environment, so be prepared to discuss how you align with their commitment to excellent client service and professional growth.
✨Showcase Your Technical Skills
Since technology is at the core of their offering, make sure to highlight your proficiency with financial planning software and tools. Be ready to discuss how you've used technology in previous roles to enhance client service or streamline processes.
✨Prepare for Client Scenarios
Given that you'll inherit clients, be prepared to discuss how you would approach managing and building relationships with them. Think of specific examples from your past experience where you've successfully navigated client needs and provided holistic financial planning.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the firm's approach to professional development or how they support their planners in achieving their goals. This shows your genuine interest in the role and the company.
