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- Tasks: Join a dynamic team as a Senior 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 that prioritises professional growth and excellent client service.
- Qualifications: Experience in financial planning is essential; a passion for helping clients achieve their financial goals is a plus.
- Other info: Inherit clients and benefit from full administrative support to focus on building relationships.
The predicted salary is between 43200 - 78000 £ 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
If you are considering a move, and feel the above opportunity is aligned to your career aspirations then please apply online.
Senior 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 Senior 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 theirs, making your conversations more impactful.
We think you need these skills to ace Senior Financial Planner -
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and wealth management. Emphasise any technology-driven projects you've worked on, as this company values innovation.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their commitment to excellent client service and professional growth.
Highlight Client Management Experience: Since the role involves managing a portfolio of clients, be sure to include specific examples of your experience in client relationship management and how you have successfully built and maintained client trust.
Showcase Professional Development: Mention any relevant qualifications or ongoing professional development in financial planning. This demonstrates your commitment to growth, which aligns with the company's supportive environment.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Financial Acumen
Be prepared to discuss your experience in financial planning, including specific strategies you've implemented for clients. Highlight your understanding of wealth management principles and how you can apply them to benefit the company's clients.
✨Demonstrate Your Tech Savviness
Since the company places a strong emphasis on technology, be ready to talk about any financial planning software or tools you are familiar with. Discuss how you have used technology to enhance client service or streamline processes in your previous roles.
✨Emphasise Client Relationship Skills
The role involves managing a portfolio of clients, so it's crucial to demonstrate your ability to build and maintain strong client relationships. Share examples of how you've successfully engaged with clients and addressed their financial needs.
✨Align with Company Values
Research the company's commitment to professional growth and client service. During the interview, express how your personal values align with theirs and how you can contribute to their supportive working environment.
