Senior Financial Planner — Client Growth & Strategy
Senior Financial Planner — Client Growth & Strategy

Senior Financial Planner — Client Growth & Strategy

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert financial guidance and strategic planning for clients.
  • Company: Leading financial advisory firm in the UK with a dynamic culture.
  • Benefits: Competitive salary, structured bonus, full admin support, and professional development.
  • Why this job: Join a supportive team and make a real difference in clients' financial futures.
  • Qualifications: Over 5 years of experience and strong communication skills required.
  • Other info: Inclusive environment with excellent growth opportunities.

The predicted salary is between 43200 - 72000 £ per year.

A leading financial advisory firm based in the UK is seeking an Independent Financial Adviser to provide expert financial guidance and strategic planning. Ideal candidates will have over 5 years of experience, strong communication skills, and a solid understanding of financial products.

This role offers a competitive salary with a structured bonus, full administrative support, and opportunities for professional development in a dynamic and inclusive environment.

Senior Financial Planner — Client Growth & Strategy employer: RMK Talent Solutions

As a leading financial advisory firm in the UK, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our Senior Financial Planner role in Aberdeen City offers not only a competitive salary and structured bonuses but also full administrative support, allowing you to focus on what you do best—providing expert financial guidance. Join us to be part of a team that values collaboration and innovation, ensuring that your contributions are recognised and rewarded.
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Contact Detail:

RMK Talent Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Planner — Client Growth & Strategy

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 put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values and goals. We want to see that you’re not just a fit on paper, but also a great match for the team!

Tip Number 3

Practice your pitch! Be ready to explain your experience and how it relates to client growth and strategy. We love candidates who can clearly articulate their value and how they can contribute to our success.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’ve got loads of resources to help you shine during the process.

We think you need these skills to ace Senior Financial Planner — Client Growth & Strategy

Financial Planning
Client Relationship Management
Strategic Planning
Communication Skills
Understanding of Financial Products
Analytical Skills
Problem-Solving Skills
Professional Development
Experience in Financial Advisory
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial planning and client growth. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

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 advisory and how you can contribute to our clients' success.

Showcase Your Communication Skills: Strong communication is key in this role. In your application, demonstrate how you've effectively communicated complex financial concepts to clients in the past. We love clear and engaging storytellers!

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 from our team!

How to prepare for a job interview at RMK Talent Solutions

Know Your Financial Products

Make sure you brush up on your knowledge of various financial products. Be prepared to discuss how these products can benefit clients and align with their goals. This shows that you’re not just knowledgeable but also ready to provide tailored advice.

Showcase Your Communication Skills

As a Senior Financial Planner, strong communication is key. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to listen actively and respond thoughtfully to questions.

Prepare for Scenario-Based Questions

Expect to face scenario-based questions that assess your problem-solving skills. Think of examples from your past experience where you successfully guided clients through financial decisions. This will highlight your strategic planning abilities.

Research the Firm’s Values and Culture

Take some time to understand the firm’s mission and values. Be ready to discuss how your personal values align with theirs. This shows that you’re not only a fit for the role but also for the company culture.

Senior Financial Planner — Client Growth & Strategy
RMK Talent Solutions
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