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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 salary up to £75,000, bonuses, flexible working, and a generous pension contribution.
- Why this job: Be part of a supportive culture focused on professional growth and excellent client service.
- Qualifications: Ideal for those with a passion for finance and a desire to help clients achieve their goals.
- Other info: Inherit clients and receive full support in admin, paraplanning, and business development.
The predicted salary is between 45000 - 105000 £ 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 Jobs 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 Jobs
✨Tip Number 1
Network with professionals in the wealth management industry. Attend local financial planning events or webinars to connect with potential colleagues and mentors who can provide insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest technology trends in financial planning. Since this company emphasises 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. Be ready to share examples of how you've successfully managed client portfolios and provided comprehensive financial advice in previous roles.
✨Tip Number 4
Research the company's values and mission. Understanding their commitment to client service and employee development will help you align your responses during interviews, demonstrating that you're a great fit for their team.
We think you need these skills to ace Financial Planner Jobs
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Financial Planner. Familiarise yourself with the wealth management industry and the specific services offered by the company.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and client management. Emphasise any technology skills that align with the company's innovative approach and mention any certifications or qualifications that are pertinent.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention how your skills and experiences make you a great fit for their team and how you can contribute to their commitment to excellent client service.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. 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™
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and planning strategies. Brush up on key financial concepts and be prepared to discuss how you would apply them in real-world scenarios.
✨Showcase Your Client-Centric Approach
This company values excellent client service, so be ready to share examples of how you've successfully built relationships with clients in the past. Highlight your ability to listen to their needs and tailor solutions accordingly.
✨Emphasise Your Tech Savviness
With technology at the core of their offering, it’s crucial to show that you’re comfortable using financial planning software and tools. Be prepared to discuss any relevant technologies you’ve used and how they’ve improved your efficiency.
✨Prepare Questions About Professional Growth
Since the company invests in employee development, come prepared with questions about training opportunities and career progression. This shows your commitment to personal growth and aligns with their supportive working environment.
