Client-Focused Financial Planner | Hybrid & Flexible in Abingdon

Client-Focused Financial Planner | Hybrid & Flexible in Abingdon

Abingdon Full-Time 50000 - 60000 £ / year (est.) No working from home possible
RGH - Global Ltd

At a Glance

  • Tasks: Build strong client relationships in pensions, investments, and protection.
  • Company: Join an award-winning firm with a supportive, client-first culture.
  • Benefits: Enjoy a salary of £50,000–£60,000, 33 days’ holiday, and matched pension contributions.
  • Other info: Great opportunity for growth within a dedicated Business Development team.
  • Why this job: Thrive in a dynamic environment with flexibility for home working.
  • Qualifications: Qualified advisers with a passion for client-focused financial planning.

The predicted salary is between 50000 - 60000 £ per year.

RGH-Global Ltd is seeking a Financial Planner based in Abingdon to join their award-winning firm. This is an opportunity for qualified advisers to grow within a supportive, client-first culture. The role focuses on client relationships in pensions, investments, and protection, while utilizing a dedicated Business Development function to fill your diary with meetings.

Offering a salary of £50,000–£60,000 per annum along with 33 days’ holiday and matched pension contribution, you will thrive in a dynamic work environment with flexibility for home working.

Client-Focused Financial Planner | Hybrid & Flexible in Abingdon employer: RGH - Global Ltd

RGH-Global Ltd is an exceptional employer that prioritises a client-first culture, providing qualified Financial Planners with the opportunity to thrive in a supportive environment. With a competitive salary, generous holiday allowance, and a commitment to employee growth through dedicated business development support, you will enjoy a flexible work-life balance in the vibrant town of Abingdon.

RGH - Global Ltd

Contact Details:

RGH - Global Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client-Focused Financial Planner | Hybrid & Flexible in Abingdon

Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world 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 at RGH-Global Ltd.

Tip Number 2

Prepare for those interviews! Research RGH-Global Ltd thoroughly, understand their client-first culture, and think about how your experience aligns with their values. We want you to shine when it comes to discussing pensions, investments, and protection.

Tip Number 3

Showcase your client relationship skills! During interviews, share specific examples of how you've built strong relationships with clients in the past. This will demonstrate that you’re a perfect fit for their supportive environment.

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 connect directly with us.

We think you need these skills to ace Client-Focused Financial Planner | Hybrid & Flexible in Abingdon

Client Relationship Management
Pensions Knowledge
Investment Strategies
Protection Products Knowledge
Business Development
Financial Planning
Communication Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client-Focused Financial Planner role. Highlight your client relationship management and financial planning expertise to show us you’re the perfect fit!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our client-first culture. Be genuine and let your personality come through.

Showcase Relevant Experience:When filling out your application, don’t forget to mention any specific experience you have in pensions, investments, or protection. We want to see how your background can help us provide top-notch service to our clients.

Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at RGH - Global Ltd

Know Your Numbers

As a Financial Planner, you’ll need to demonstrate your expertise in pensions, investments, and protection. Brush up on the latest market trends and be ready to discuss specific financial products. This shows you’re not just knowledgeable but also passionate about helping clients.

Showcase Client-Centric Skills

RGH-Global Ltd values a client-first culture, so prepare examples of how you've built strong client relationships in the past. Think about times when you went above and beyond for a client or resolved a complex issue. This will highlight your commitment to client satisfaction.

Emphasise Flexibility and Adaptability

With a hybrid working model, it’s important to convey your ability to thrive in both remote and office settings. Share experiences where you successfully adapted to changing environments or worked collaboratively with teams from different locations.

Prepare Questions That Matter

Interviews are a two-way street! Prepare thoughtful questions about RGH-Global Ltd's approach to client relationships and their Business Development function. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals.