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- Tasks: Provide top-notch financial advice to clients and manage their financial needs.
- Company: Global investment-led firm with a focus on client success.
- Benefits: Earn up to £70k, enjoy hybrid working, and develop your financial expertise.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Must have Level 4 Diploma in Financial Planning and strong knowledge of pensions and investments.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 42000 - 70000 £ per year.
A global investment-led financial planning firm is seeking an experienced Financial Adviser to join its Private Client Advice team. The role involves providing high-quality financial advice to existing and prospective clients, with a focus on client management and regulated advice across various financial products.
Candidates must have a Level 4 Diploma in Financial Planning and a strong technical knowledge of pensions and investments. This role offers a salary of up to £70,000 and the possibility of hybrid working after an initial office-based period.
Private Client Financial Planner | Hybrid Role + Up to £70k in City of London employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Financial Planner | Hybrid Role + Up to £70k in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your technical knowledge of pensions and investments.
✨Tip Number 3
Showcase your client management skills! During interviews, share specific examples of how you've successfully managed client relationships and provided high-quality advice. This will demonstrate your fit for the Private Client Advice team.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Private Client Financial Planner | Hybrid Role + Up to £70k in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Financial Planner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience you have with pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can provide high-quality advice to our clients. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Client Management Skills: Since client management is key in this role, make sure to include examples of how you've successfully managed client relationships in the past. We want to know how you build trust and deliver value to your clients!
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 don’t miss out on any important updates. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and investments. Be ready to discuss specific financial products and how they can benefit clients. This shows that you’re not just qualified, but also genuinely interested in providing top-notch advice.
✨Client Management Focus
Prepare examples from your past experience where you successfully managed client relationships. Think about how you’ve handled difficult situations or provided exceptional service. This will demonstrate your ability to build trust and rapport with clients.
✨Showcase Your Qualifications
Don’t forget to highlight your Level 4 Diploma in Financial Planning during the interview. Be prepared to explain how your qualifications have equipped you to provide regulated advice and how they relate to the role you’re applying for.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and client management. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.
