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- Tasks: Provide holistic financial planning advice to high-net-worth clients.
- Company: Well-known blue-chip firm with a strong reputation and growth.
- Benefits: Up to £70k salary, uncapped bonuses, home office setup, and 25 days holiday.
- Why this job: Join a successful team with clients provided and no business development required.
- Qualifications: Qualified Financial Planner with a proven track record and Diploma in financial planning.
- Other info: Great opportunity for career progression with full support and resources.
The predicted salary is between 42000 - 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#J-18808-Ljbffr.
Financial Planner in Hungerford 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 Hungerford
✨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 of a Financial Planner. 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 relevant events or join online forums to expand your circle.
✨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 Hungerford
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!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share your passion for financial planning and how your skills can benefit our clients.
Showcase Your Success: We love seeing a proven track record! Include specific examples of your past successes in financial planning. Numbers speak volumes, so don’t shy away from sharing your achievements.
Apply Through Our Website: To make things easier for both of us, apply directly through our website. It streamlines the process and ensures your application gets to the right people quickly. We can’t wait to hear from you!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Numbers
As a Financial Planner, you’ll want to be well-versed in your financial metrics. Brush up on your past performance figures, such as client retention rates and portfolio growth percentages. This will not only show your expertise but also demonstrate your ability to deliver results.
✨Understand the Company’s Values
Research the company’s mission and values thoroughly. Knowing what they stand for will help you align your answers with their culture during the interview. It’s all about showing that you’re not just a fit for the role, but also for the company itself.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think of examples from your previous roles where you successfully navigated challenges or provided exceptional client service. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Showcase Your Client-Centric Approach
Since this role involves dealing with high-net-worth clients, emphasise your experience in providing tailored financial advice. Be ready to discuss how you build relationships and trust with clients, as this is crucial for success in this position.