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For Companies At a Glance
- Tasks: Help clients with financial planning, managing portfolios, and onboarding new clients.
- Company: Join a well-established Financial Services Firm known for its supportive environment.
- Benefits: Enjoy a hybrid work arrangement and competitive pay with flexible hours.
- Why this job: Make a real impact on clients' financial futures while working in a structured, compliant setting.
- Qualifications: Experience in financial planning is essential; self-motivated individuals thrive here.
- Other info: This is a permanent role with opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield.
As a Financial Planner, you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.
Job Details:
- Pay: Negotiable
- Hours of Work: Monday to Friday, Hybrid arrangement
- Duration: Permanent
- Overtime Rules: N/A
Essential Skills & Experience:
- Be working as a Financial Planner
Finanical Planner employer: Recruit4Staff (Wrexham) .
Contact Detail:
Recruit4Staff (Wrexham) . Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finanical Planner
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with current Financial Planners. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools and software. Being proficient in these tools can set you apart from other candidates and show your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your approach to client management during interviews. Highlight your experience in servicing and reviewing portfolios, as well as how you handle onboarding new clients effectively.
✨Tip Number 4
Research the specific financial services firm you're applying to. Understand their values, client base, and any recent news about them. Tailoring your conversation to align with their goals can demonstrate your genuine interest in the position.
We think you need these skills to ace Finanical Planner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and skills required for the Financial Planner position. Tailor your application to highlight relevant experience in servicing client portfolios and financial planning.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with retirement planning, investment planning, and managing client relationships. Use specific examples to demonstrate your expertise in these areas.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in the role and how your background aligns with the company's needs. Mention your ability to work independently while adhering to compliance standards.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit4Staff (Wrexham) .
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how you would approach retirement planning, investment strategies, and estate planning during the interview.
✨Demonstrate Client-Centric Thinking
Showcase your ability to put clients first. Prepare examples of how you've successfully managed client portfolios in the past, focusing on how you tailored solutions to meet their specific needs.
✨Prepare for Compliance Questions
Since the role involves working within a structured compliance framework, be ready to discuss your understanding of regulatory requirements in the financial services industry. Highlight any experience you have with compliance in previous roles.
✨Practice Your Presentation Skills
As you'll be presenting propositions to clients, practice explaining complex financial concepts in simple terms. This will demonstrate your communication skills and ability to engage clients effectively.
