At a Glance
- 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 a full home office setup.
- Other info: Enjoy 25 days holiday plus bank holidays and a pension scheme.
- Why this job: Grow your career with established clients and comprehensive support.
- Qualifications: Must have a Diploma in financial planning and a proven track record.
The predicted salary is between 48000 - 96000 £ per year.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - 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 Planner, Financial Advisors/IFA's/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.
Qualifications
- 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
Financial Planner in Sleaford employer: Resource Matters Ltd
As a leading blue chip firm, our company is an exceptional employer for Financial Planners seeking to elevate their careers in a supportive and rewarding environment. With a comprehensive benefits package that includes uncapped quarterly bonuses, a full home office set-up, and generous holiday allowances, we prioritise employee well-being and growth. Our collaborative work culture, combined with the provision of qualified clients and robust support systems, ensures that you can focus on delivering outstanding financial advice without the pressures of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Sleaford
✨Tip Number 1
Network like a pro! Even if this role doesn’t require business development, connecting with industry peers can open doors. Attend financial planning events or webinars to meet potential colleagues and learn about the latest trends.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of holistic financial planning. Be ready to discuss how you’ve successfully managed HNW clients in the past. We want to see your passion and expertise shine through!
✨Tip Number 3
Showcase your achievements! When you get the chance to chat with recruiters, highlight your proven track record. Use specific examples of how you’ve added value in previous roles to make a lasting impression.
✨Tip Number 4
Don’t forget to 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 Sleaford
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:Since we’re looking for top performers, don’t shy away from showcasing your track record of success. Include specific examples of how you've excelled in your previous roles, especially in financial planning.
Keep It Professional Yet Personal:While we appreciate professionalism, adding a personal touch can make your application stand out. Share a bit about your passion for financial planning and how it drives you to help clients achieve their goals.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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 applied them in your previous roles.
✨Showcase Your Success Stories
Prepare specific examples that highlight your track record of success. Think about times when you exceeded client expectations or achieved significant results. This will demonstrate your capability and commitment to delivering excellent financial planning advice.
✨Understand the Company Culture
Research the company’s values and culture. Knowing what they stand for will help you align your answers with their expectations. Be ready to explain how your personal values and work ethic fit into their business model.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. This shows your genuine interest in the role and the company. Inquire about their approach to client relationships or how they support their Financial Planners in achieving their goals.
