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- Tasks: Manage and retain a diverse client bank while providing expert financial advice.
- Company: Leading financial advisory firm with a strong reputation in Thames Ditton.
- Benefits: Salary up to £75k, excellent bonuses, and hybrid working options.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Extensive experience in financial planning and wealth advisory required.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 60000 - 90000 £ per year.
A leading financial advisory firm in Thames Ditton is seeking an experienced Financial Advisor. This role emphasizes client retention and the management of an inherited client bank, offering a salary up to £75k with excellent bonus potential.
Ideal candidates will have substantial experience in financial planning and wealth advisory, particularly in pension and investment advice. Home and office working is supported, making this an attractive opportunity for qualified professionals.
Senior Financial Planner: Inherit 120+ Clients | Hybrid employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner: Inherit 120+ Clients | Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. You never know who might have a lead on that perfect Senior Financial Planner role or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of pension and investment advice, and be ready to discuss how you’d manage an inherited client bank. Show them you’re the expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and expertise. Check out our website for tailored opportunities that fit your skills as a Senior Financial Planner.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which is key in client-facing roles.
We think you need these skills to ace Senior Financial Planner: Inherit 120+ Clients | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and wealth advisory. We want to see how you've successfully managed client relationships and provided pension and investment advice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, focusing on your client retention strategies and any relevant achievements. We love a good story!
Showcase Your Client Management Skills: Since this role involves managing an inherited client bank, be sure to emphasise your experience with client retention and relationship management. We’re looking for someone who can keep our clients happy and engaged!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial planning and wealth advisory. Brush up on key metrics related to pensions and investments, and be ready to discuss how you've successfully managed client portfolios in the past.
✨Client Retention Strategies
Since this role focuses on client retention, prepare examples of how you've built and maintained strong relationships with clients. Think about specific strategies you've used to keep clients engaged and satisfied with your services.
✨Hybrid Work Readiness
With the hybrid working model, be prepared to discuss how you manage your time and productivity between home and the office. Share any tools or techniques you use to stay organised and ensure seamless communication with clients and colleagues.
✨Showcase Your Experience
Highlight your substantial experience in financial planning during the interview. Be ready to discuss your previous roles, particularly focusing on your achievements in pension and investment advice, and how they relate to the needs of the firm’s client bank.
