At a Glance
- Tasks: Provide expert financial advice to high-net-worth clients and support their financial goals.
- Company: Award-winning firm known for its growth and client-centric approach.
- Benefits: Competitive salary, uncapped bonuses, and comprehensive career development opportunities.
- Other info: Exciting opportunity for career progression in a dynamic and rewarding environment.
- Why this job: Join a supportive team and work with an established book of clients for impactful results.
- Qualifications: Proven success in financial planning and a full Diploma in financial planning required.
The predicted salary is between 51750 - 63250 £ per year.
Basic: £65k - £90k + Package + Bonuses - book of existing HNW clients provided, plus support. Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to a retiring advisor, the firm is looking to recruit a Senior Financial Planner.
This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. The Company offers a superb package including an excellent basic salary, uncapped bonuses and career development.
To apply for the Senior Financial Planner role, you must have:
- the legal right to work in the UK
- a demonstrable proven track record of consistent success within your current role
- evidence of a customer centric approach
- full Diploma in financial planning
- evidence of commitment to previous employers
Please send your CV in confidence quoting Ref: 98766.
Senior Financial Planner in Braintree employer: Resource Matters Ltd Careers
Join a forward-thinking company that prioritises employee growth and development within a supportive and positive work culture. Based in Cheshire, this role offers the unique opportunity to influence health and safety standards across diverse projects while enjoying a blend of office and site-based work. With a commitment to compliance and continuous improvement, you'll be part of a team that values your expertise and fosters a proactive safety culture.
Contact Details:
Resource Matters Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Braintree
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Resource Matters Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planner in Braintree
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Resource Matters Ltd Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Resource Matters Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Resource Matters Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Resource Matters Ltd Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Resource Matters Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Resource Matters Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
