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- Tasks: Provide holistic financial planning advice to high-net-worth clients.
- Company: Join a prestigious blue-chip firm with a strong reputation.
- Benefits: Up to £80k salary, uncapped bonuses, and 25 days holiday.
- Why this job: No client hunting required; all clients are provided for you.
- Qualifications: Must have a Diploma in financial planning and proven success.
- Other info: Enjoy a supportive environment with excellent career growth opportunities.
The predicted salary is between 48000 - 64000 £ per year.
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation - all clients provided, no business development required, no networking, no need to bring any clients.
Our Client, one of the most popular and well-known blue chip firms in the country, is expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.
We are interested in hearing from top performing qualified Financial Planners, Financial Advisors/IFAs/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.
The Company offers an excellent package including:
- an excellent basic salary
- uncapped quarterly bonuses
- annual bonuses
- full home office set-up
- pension scheme
- 25 days holiday (excluding bank holidays)
- and much more.
To apply for the 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
- full Diploma in financial planning
- Evidence of commitment to previous employers.
Please send your CV in confidence quoting Ref: 867543.
Financial Planner in Burton upon Trent employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Burton upon Trent
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent achievements. This way, when you get that interview, you can show them you're not just another candidate but someone who genuinely cares about their success.
✨Tip Number 2
Practice your pitch! You want to be able to clearly articulate your experience and how it aligns with what they’re looking for. Think of it as telling a story – make it engaging and relevant to the Financial Planner role.
✨Tip Number 3
Network like a pro! Even though this role doesn’t require business development, connecting with industry professionals can give you insights and tips that might just set you apart from other candidates. Plus, it’s always good to have a few friendly faces in the industry!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Planner in Burton upon Trent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your qualifications, experience, and any achievements that align with what we’re looking for. This shows us you’re serious about the position!
Showcase Your Success: We want to see your proven track record! Include specific examples of your past successes in financial planning. Numbers speak volumes, so don’t shy away from sharing those impressive stats.
Keep It Professional Yet Personal: While we appreciate professionalism, a touch of personality can make your application stand out. Let us get a sense of who you are beyond the numbers – a brief personal statement can do wonders!
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s straightforward and ensures your application lands in the right hands. Plus, we love seeing candidates who follow our process!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and performance indicators. Brush up on your knowledge of key financial concepts and be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Success Stories
Prepare specific examples that highlight your achievements in previous roles. Discuss how you’ve helped clients achieve their financial goals, focusing on measurable outcomes. This will demonstrate your capability and experience to potential employers.
✨Understand the Company’s Values
Research the company’s mission and values before the interview. Be prepared to explain how your personal values align with theirs, especially regarding holistic financial planning and client care. This shows that you’re not just looking for any job, but a role that fits your professional ethos.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client management and support systems. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!