Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver financial advice and develop business through referrals.
- Company: Award-winning Chartered practice known for excellent client care.
- Benefits: Competitive salary, superb benefits package, and great earning potential.
- Other info: Opportunity for career growth and studying towards Chartered status.
- Why this job: Join a leading firm and make a real impact in wealth management.
- Qualifications: Experience in wealth management and knowledge of investments and pensions.
The predicted salary is between 65000 - 100000 £ per year.
Recruit Wealth are representing a first class opportunity for an experienced Financial Planner to join a Chartered practice in Wiltshire. The role will see you continue to deliver financial advice with a large portfolio of existing clients (inherited internally from an existing Director) whilst developing further business through referrals which is how the business has been grown. The company are very well known for offering a market leading proposition with excellent client care at the forefront of everything they do. They are award winning and recognised as one of the prominent names in the geographical area.
Responsibilities
- Deliver financial advice with a large portfolio of existing clients.
- Develop further business through referrals.
- Provide consultative advice on investments, pensions, and associated products.
Qualifications and Experience
- Experience in wealth management and advising private clients with long standing relationships.
- Knowledge of investments, pensions and associated products.
- Studying towards Chartered status is favourable.
- Proven track record of giving quality wealth management advice.
Benefits
- Employed only model with excellent earning potential.
- Superb benefits package.
Location: Corsham
Salary: £65000 - £100000 per year
Job type: Permanent
Please apply for an immediate response and we look forward to speaking with you.
Financial Planner in Corsham employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Corsham
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend local events or join online forums to build relationships that could lead to referrals.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on investments and pensions through social media or blogs. This not only positions you as a knowledgeable planner but also attracts potential clients.
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential clients, be ready to explain how you can help them with their financial goals. Keep it clear and relatable, so they see the value in your advice.
✨Tip Number 4
Don’t forget to apply through our website! We’re here to help you land that dream job as a Financial Planner. The more you engage with us, the better your chances of finding the right fit!
We think you need these skills to ace Financial Planner in Corsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in wealth management and any long-standing client relationships you've built. We want to see how you can bring value to our team!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've delivered quality financial advice and developed business through referrals. This will help us see your impact in previous roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Explain why you're passionate about financial planning and how your values align with our commitment to excellent client care. We love seeing genuine enthusiasm!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and associated products. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Showcase Your Experience
Be ready to discuss your previous experience in wealth management and how you've built long-standing relationships with clients. Use specific examples to illustrate your success in delivering quality financial advice.
✨Understand Their Values
Research the company’s reputation for client care and their market-leading proposition. Demonstrating that you align with their values and understand their approach will set you apart from other candidates.
✨Prepare for Referrals Talk
Since developing business through referrals is key for this role, think about how you can contribute to this aspect. Be prepared to discuss your strategies for generating referrals and how you've successfully done this in the past.