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- Tasks: Help high-net-worth clients with their financial planning and advice.
- Company: Join a prestigious 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.
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 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 values, mission, and the specific services they offer to HNW clients. This knowledge will help you tailor your conversations and demonstrate your genuine interest in joining their team.
✨Tip Number 2
Network with current or former employees of the company. They can provide valuable insights into the company culture and what it takes to succeed as a Financial Planner there. Use platforms like LinkedIn to connect and engage with them.
✨Tip Number 3
Prepare for the interview by practising common questions related to financial planning and client management. Be ready to discuss your previous successes and how you can contribute to the company's growth without needing to bring in new clients.
✨Tip Number 4
Showcase your commitment to professional development. Highlight any additional certifications or training you've pursued beyond the Diploma in financial planning. This demonstrates your dedication to staying updated in the field and adds value to your application.
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 excellent service to HNW clients. Mention how your skills align with the company's values and goals.
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 quantify your achievements and demonstrate your ability to deliver results.
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 planning industry.
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 holistic financial advice, especially to high-net-worth clients.
✨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 financial planning and client management.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Be ready to explain how your personal values align with theirs, particularly regarding their commitment to providing excellent client service.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about the support systems in place for Financial Planners, such as paraplanning and research, to show your interest in utilising these resources effectively.
