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- Tasks: Deliver holistic financial planning advice and build long-term client relationships.
- Company: Premier financial planning firm in the South West with a supportive culture.
- Benefits: Competitive salary, flexible hybrid working options, and strong support.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Client-focused mindset and excellent communication skills.
- Other info: No aggressive sales culture, just genuine client care.
The predicted salary is between 28800 - 43200 £ per year.
A premier financial planning firm in the South West is seeking an experienced Financial Planner to join their growing team. The role involves delivering holistic financial planning advice, building long-term client relationships, and working closely with an in-house support team.
This position offers a competitive salary, flexible hybrid working options, and strong support without an aggressive sales culture. Ideal candidates have a client-focused mindset and excellent communication skills.
Holistic Financial Planner - Hybrid, Bristol Area employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Holistic Financial Planner - Hybrid, Bristol Area
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. Building relationships can open doors that job applications alone can't.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and think about how your experience aligns with their values and goals. Practising common interview questions can help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Showcase your client-focused mindset! During interviews, share specific examples of how you've built long-term relationships with clients. This will demonstrate that you’re not just about numbers but also about people.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates. Let’s get you started on this exciting journey!
We think you need these skills to ace Holistic Financial Planner - Hybrid, Bristol Area
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Holistic Financial Planner. Highlight your client-focused mindset and any relevant financial planning experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about holistic financial planning and how you can contribute to our team. Keep it personal and engaging – we want to get to know you!
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application showcases your ability to convey complex information clearly. Whether it’s through your CV or cover letter, let your personality and professionalism shine through.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss various strategies and how they can benefit clients. This shows that you're not just a number cruncher but someone who genuinely understands the holistic approach to financial advice.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained long-term client relationships in the past. This role is all about connecting with clients, so demonstrating your ability to foster trust and rapport will set you apart from other candidates.
✨Communicate Clearly and Confidently
Since excellent communication skills are key for this position, practice articulating your thoughts clearly. You might want to do a mock interview with a friend or family member to get comfortable discussing complex financial concepts in simple terms.
✨Embrace the Team Spirit
Highlight your experience working in a team environment, especially with support staff. This firm values collaboration, so be prepared to discuss how you’ve successfully worked alongside others to deliver exceptional service to clients.
