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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 £70k salary, uncapped bonuses, and 25 days holiday.
- Why this job: No client hunting required; all clients provided for you.
- Qualifications: Must have a full Diploma in financial planning and proven success.
- Other info: Enjoy a supportive environment with excellent career growth opportunities.
The predicted salary is between 60000 - 84000 £ per year.
Basic Up to £70k + Package + Car + Monthly Bonuses – all clients provided, no business development required, no networking, no need to bring any clients – £130k OTE.
Our Client, one of the most popular and well-known blue-chip firms in the country, is expanding its 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:
- Excellent basic salary
- Uncapped quarterly bonuses
- Annual bonuses
- Full home office set-up
- Pension scheme
- 25 days holiday (excluding bank holidays)
- Much more
Requirements:
- Legal right to work in the UK
- 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 Eastleigh 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 Eastleigh
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent achievements. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You want to be able to clearly articulate your experience and how it aligns with the role. Keep it concise but impactful – think of it as your personal brand statement.
✨Tip Number 3
Network like a pro! Even though this role doesn’t require business development, connecting with industry professionals can open doors. Attend events or join online forums to expand your circle.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner in Eastleigh
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 the job description. We want to see how you can bring value to our team!
Showcase Your Success: Don’t be shy about your accomplishments! Include specific examples of your success in financial planning or advisory roles. We love seeing numbers and results that demonstrate your track record.
Keep It Professional Yet Personal: While we appreciate professionalism, don’t forget to let your personality shine through. A bit of warmth and authenticity can make your application stand out from the crowd!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
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. Whether it’s increasing client satisfaction or achieving significant returns, having quantifiable success stories will demonstrate your capability and fit for the role.
✨Understand the Company Culture
Research the company’s values and mission. Understanding their approach to holistic financial planning will help you align your answers with what they’re looking for, showing that you’re not just a good fit for the role, but also for the team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth plans and how they support their Financial Planners. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.