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- Tasks: Deliver quality financial planning and support client portfolio growth.
- Company: Local financial planning firm in Maidstone with a supportive team culture.
- Benefits: Competitive salary, no evening or weekend work, and a camaraderie-driven environment.
- Why this job: Join a client-first firm that values relationships over sales targets.
- Qualifications: Chartered qualified or nearing completion with strong technical expertise.
- Other info: Enjoy a balanced work-life in a dynamic office setting.
The predicted salary is between 36000 - 60000 £ per year.
A local financial planning firm in Maidstone is seeking a Chartered Financial Advisor to deliver quality financial planning and support client portfolio growth. The firm values client relationships over sales targets, ensuring a supportive team culture.
Ideal candidates should have strong technical expertise and be Chartered qualified or nearing completion. This office-based role offers a competitive salary, with no evening or weekend work, in a camaraderie-driven environment.
Chartered Financial Advisor — Client-First Growth, Hybrid in Maidstone employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Advisor — Client-First Growth, Hybrid in Maidstone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm. A friendly introduction can go a long way in landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your technical expertise. Be ready to discuss how you can support client portfolio growth and build strong relationships. Show them you’re not just about numbers but also about people!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it easy for you to showcase your skills and experience. Plus, it’s a great way to ensure your application gets the attention it deserves from the hiring team.
We think you need these skills to ace Chartered Financial Advisor — Client-First Growth, Hybrid in Maidstone
Some tips for your application 🫡
Show Your Passion for Client Relationships: When writing your application, make sure to highlight your commitment to building strong client relationships. We value this over sales targets, so share examples of how you've supported clients in the past.
Demonstrate Your Technical Expertise: As a Chartered Financial Advisor, your technical skills are crucial. Be sure to detail your qualifications and any relevant experience that showcases your expertise in financial planning.
Keep It Professional Yet Personal: While we want you to be professional, don’t shy away from letting your personality shine through. A friendly tone can help us see how you'd fit into our supportive team culture.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Stuff
Make sure you brush up on your technical expertise related to financial planning. Be ready to discuss specific strategies you've used in the past to support client portfolio growth. This shows that you’re not just qualified, but also experienced and ready to contribute.
✨Emphasise Client Relationships
Since the firm values client relationships over sales targets, prepare examples of how you've built strong connections with clients. Share stories that highlight your commitment to understanding their needs and providing tailored solutions.
✨Show Your Team Spirit
This role is in a camaraderie-driven environment, so be prepared to talk about your experiences working in teams. Highlight instances where you’ve collaborated effectively with colleagues to achieve common goals, showcasing your ability to fit into their supportive culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's approach to client relationships and team dynamics. This not only shows your genuine interest in the role but also helps you assess if the company culture aligns with your values.
