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- Tasks: Help clients achieve their financial goals with tailored advice and ongoing support.
- Company: Join a growing team in a dynamic financial planning 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: Opportunity for continuous learning and career advancement.
The predicted salary is between 28800 - 48000 £ 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.
Requirements:
- 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.
What's on Offer:
- Competitive salary package.
- Support with continued professional development.
- Health insurance and company pension.
Financial Planner in Minehead employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Minehead
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for a Financial Planner role. You never know who might have a lead or can introduce you to someone who does.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, be ready to clearly explain how your skills and experience align with their needs. Tailor your message to show how you can help clients achieve their financial goals.
✨Tip Number 3
Stay updated on market trends! Being knowledgeable about the latest financial products and regulations will not only impress interviewers but also show that you're committed to providing top-notch advice to clients.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Financial Planner in Minehead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Financial Planner role. Highlight your experience in managing client portfolios and providing tailored financial advice. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and client-focused approach. Tell us why you're passionate about helping clients achieve their financial goals and how you can contribute to our team.
Showcase Your Analytical Skills: As a Financial Planner, strong analytical skills are key. In your application, give examples of how you've assessed financial situations and provided solutions. We love seeing real-life scenarios that demonstrate your problem-solving abilities!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Numbers
As a Financial Planner, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just about theory but can apply your knowledge practically.
✨Client-Centric Approach
Prepare examples of how you've successfully built relationships with clients. Think about specific instances where your advice made a significant impact on their financial goals. This will highlight your client-first mindset and communication skills.
✨Stay Current
Make sure you're up to date with the latest market trends and regulations. Being able to discuss recent changes or innovations in financial products during your interview will show that you’re proactive and knowledgeable, which is crucial for this role.
✨Practice Your Presentation Skills
Since strong presentation skills are essential, consider rehearsing a mock presentation of a financial plan. This will help you articulate your ideas clearly and confidently, demonstrating your ability to communicate complex information effectively.
