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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and support.
- Company: Join a growing team in a dynamic financial services firm.
- Benefits: Competitive salary, health insurance, and professional development support.
- Why this job: Make a real difference in clients' lives while building lasting relationships.
- Qualifications: Strong communication skills and a client-first mindset are essential.
- Other info: Exciting opportunities for career growth in a supportive environment.
The predicted salary is between 43000 - 51000 £ per year.
Our client is seeking a skilled and motivated Financial Planner to join a growing team. This role requires a self-driven individual who can listen carefully to clients, provide clear advice, and support them in achieving their financial goals. You will be responsible for managing an existing portfolio of clients while building strong long-term relationships and offering trusted guidance across areas such as investments, savings, and pensions.
The ideal candidate will be an excellent communicator with a client-focused approach, strong analytical skills, and proven experience in delivering first-class financial advice.
Key Responsibilities- Assess clients' financial situations including income, expenditure, and liabilities.
- Provide tailored advice on pensions, insurance, and investment planning.
- Conduct annual review meetings and maintain ongoing client relationships.
- Monitor client needs and adapt financial plans as required.
- Present and promote appropriate financial solutions.
- Collaborate effectively with colleagues to deliver a seamless service.
- Stay up to date with relevant regulations, market trends, and financial products.
- Strong communication and presentation skills.
- Excellent attention to detail, problem-solving ability, and eagerness to learn.
- A client-first mindset with the ability to build lasting professional relationships.
- Competitive salary package.
- Support with continued professional development.
- Health insurance and company pension.
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft PowerPoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
Financial Planner employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone hiring.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your past successes in financial planning, including case studies or testimonials from satisfied clients. This will help you stand out as a candidate who delivers results.
✨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 are proactive about their job search!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in financial advice, client management, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients achieve their financial goals. Share specific examples of how you've done this in the past, and let your personality come through.
Showcase Your Communication Skills: As a Financial Planner, strong communication is key. In your application, demonstrate your ability to convey complex information clearly. Whether it's through your writing style or examples of client interactions, we want to see you shine!
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 don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Financial Stuff
Make sure you brush up on the latest financial regulations, market trends, and products. Being well-versed in these areas will not only boost your confidence but also show the interviewer that you're serious about the role.
✨Practice Active Listening
Since this role involves understanding clients' needs, practice active listening techniques. During the interview, demonstrate your ability to listen carefully and respond thoughtfully to questions, showcasing your client-focused approach.
✨Showcase Your Communication Skills
Prepare to discuss how you've effectively communicated complex financial concepts in the past. Use examples that highlight your ability to build strong relationships and provide clear advice, as these are key for a Financial Planner.
✨Be Ready for Scenario Questions
Expect scenario-based questions where you'll need to assess a hypothetical client's financial situation. Prepare by thinking through various client profiles and how you would tailor your advice to meet their specific needs.
