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- Tasks: Help clients with tailored financial advice and manage their portfolios.
- Company: Join a leading blue-chip firm known for its award-winning services.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and a full home office setup.
- Why this job: This role offers growth opportunities with established clients and strong support systems.
- Qualifications: Must have a Diploma in financial planning and a proven track record of success.
- Other info: No business development or networking required; all clients are provided.
The predicted salary is between 48000 - 112000 £ 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 unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well-known institutions. 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 employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Research the company thoroughly. Understand their unique business model and the specific services they offer to FTSE 100 and 250 companies. This knowledge will help you tailor your conversations and demonstrate your genuine interest in their operations.
✨Tip Number 2
Network with current or former employees of the company. They can provide valuable insights into the company culture and expectations, which can help you align your approach during interviews.
✨Tip Number 3
Prepare to discuss your track record of success in detail. Be ready to share specific examples of how you've achieved results in your previous roles, as this will be crucial in showcasing your qualifications for the position.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current industry standards will not only boost your confidence but also impress the interviewers with your commitment to professional development.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications and experience relevant to the Financial Planner role. Emphasise your Diploma in financial planning and any achievements that demonstrate your success in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to providing tailored advice. Mention how your skills align with the company's values and their unique business model.
Highlight Your Track Record: In your application, provide specific examples of your past successes as a Financial Planner or Advisor. Use metrics where possible to illustrate your achievements and demonstrate your ability to manage clients effectively.
Proofread Your Application: Before submitting, carefully 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 sector.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Qualifications
Make sure to highlight your full Diploma in financial planning during the interview. Discuss how your qualifications have equipped you to provide tailored financial advice, as this is crucial for the role.
✨Demonstrate Your Success
Prepare to discuss your proven track record of consistent success in your current role. Use specific examples and metrics to illustrate how you've excelled in previous positions, as this will resonate well with the interviewers.
✨Understand the Company’s Model
Familiarise yourself with the unique business model of the company. Be ready to explain how you can contribute to their success by leveraging the support systems they provide, such as paraplanning and research.
✨Express Commitment
Be prepared to discuss your commitment to previous employers and how that reflects your work ethic. This role values loyalty and dedication, so sharing relevant experiences will strengthen your candidacy.
