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- Tasks: Provide holistic financial planning and wealth management services to clients.
- Company: Fast-growing, award-winning financial planning business in the UK.
- Benefits: Competitive salary, excellent bonuses, and flexible working options.
- Why this job: Join a leading firm and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning, FCA registered, and minimum Diploma qualified.
- Other info: Full support from paraplanning and admin teams, with great career growth potential.
The predicted salary is between 28800 - 48000 £ per year.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This advisory role is located for Wrexham and the surrounding areas servicing existing clients as well as building on new client activity. Further details will be discussed on application regarding inherited clients/households, AUM, average client size and on-going advice fees, but this will be highly attractive to all prospective applicants.
Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. Ideally you will have a good many years Financial Planning/Wealth advisory experience, CAS, SPS, FCA registered and minimum Diploma qualified, with an exemplary track record, predominately on pension, investment & protection advice to private clients.
Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning, well documented in financial press and recognised as one of the largest, prominent names in the Financial Planning industry.
This opportunity is employed only with excellent bonuses available through initial fee/new business. Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams. Home and office working is of course fully supported.
We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Financial Planner in Wrexham employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Wrexham
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend local events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your experience and successes in financial planning. Share specific examples of how you've helped clients achieve their goals. We want to see your passion and knowledge shine through!
✨Follow Up Like a Boss
After any meeting or interview, don’t forget to send a follow-up message. A simple thank you can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to show you were engaged and interested.
✨Apply Through Us!
If you’re keen on this Financial Planner role, make sure to apply through our website at Recruit Wealth. We’re here to help you land that dream job, and applying directly with us means you’ll get an immediate response. Let’s get you started on this exciting journey!
We think you need these skills to ace Financial Planner in Wrexham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in financial planning, wealth management, and any qualifications like CAS or SPS. We want to see how your background aligns with 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 contribute to our client's holistic approach. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client base or successfully managing investments, we want to know how you've made an impact in your previous roles. Numbers and specific examples work wonders!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s quick and easy, and ensures your application lands right where it needs to be. Plus, we’re excited to hear from you!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pensions, investments, and protection advice. Be ready to discuss your past performance and how you've helped clients achieve their financial goals.
✨Showcase Your Holistic Approach
This role emphasises a holistic service, so be prepared to explain how you integrate various financial services for your clients. Share examples of how you've provided comprehensive solutions that address multiple aspects of a client's financial situation.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about challenging situations you've faced in previous roles and how you navigated them. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Research the Company
Familiarise yourself with the company’s values, recent achievements, and their approach to financial planning. This will not only help you tailor your answers but also show your genuine interest in joining one of the fastest-growing firms in the industry.