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For Companies At a Glance
- Tasks: Provide expert financial advice and build strong client relationships.
- Company: Established, values-driven financial planning firm in Maidstone.
- Benefits: Competitive salary, flexible working, and a supportive team environment.
- Why this job: Join a loyal team focused on quality service, not sales targets.
- Qualifications: Must be a qualified Financial Advisor with strong technical skills.
- Other info: Enjoy a collaborative culture with no evening or weekend work.
The predicted salary is between 36000 - 60000 £ per year.
This employed Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, which is looking to organically grow their team. You will join a values driven firm that is passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. The firm does not pursue sales targets; the goal is to deliver quality, holistic financial planning with strong client relationships, knowing that success will follow from there.
You will receive full support from the team, including administration, paraplanning, T&C and compliance. The business prides itself on its culture and team camaraderie, and ensures that new joiners fit well within the team.
The Company
Our client has been established for over 30 years and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet increased demand.
Chartered Financial Advisor Requirements
- You must be a qualified and experienced Financial Advisor with strong technical expertise
- Ideally, you should be Chartered qualified or close to achieving this
- Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales
Chartered Financial Advisor Benefits
- Competitive salary to be discussed
- Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin
- No evenings or weekends work
- Loyal team who enjoy working together and being valued for their input
Locations
Maidstone
Chartered Financial Planner in Maidstone employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Maidstone
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. Remember, it’s all about building relationships that can lead to opportunities.
✨Tip Number 2
Show your passion for client service! When you get the chance to chat with potential employers, make sure to highlight your commitment to delivering quality financial advice. Share examples of how you've gone above and beyond for clients in the past – it’ll show you’re a great fit for a values-driven firm.
✨Tip Number 3
Prepare for interviews by researching the company culture. Since this firm values camaraderie and teamwork, think about how you can demonstrate your ability to work well with others. Bring up experiences where you’ve collaborated successfully or contributed to a positive team environment.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Chartered Financial Planner role. Plus, applying directly shows your enthusiasm and makes it easier for us to keep track of your application. Let’s get you started on this exciting journey!
We think you need these skills to ace Chartered Financial Planner in Maidstone
Some tips for your application 🫡
Show Your Passion: When writing your application, let your passion for financial planning shine through. We want to see how much you care about delivering quality service and building strong client relationships.
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Advisor role. Highlight your technical expertise and any relevant experience that aligns with our values-driven approach. We love seeing candidates who understand what we’re all about!
Be Authentic: Don’t be afraid to show your personality in your application. We value authenticity and want to know who you are beyond your qualifications. Share your story and what motivates you in this field.
Apply Through Our Website: For the best chance of success, apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Stuff
Make sure you brush up on your technical expertise before the interview. Be ready to discuss financial planning strategies and how you've successfully implemented them in the past. This shows that you’re not just qualified, but also passionate about delivering quality service.
✨Emphasise Values
Since the firm is values-driven, think about how your personal values align with theirs. Prepare examples of how you've prioritised client relationships over sales targets in your previous roles. This will demonstrate that you fit well within their culture.
✨Showcase Team Spirit
Highlight your experience working in a team environment. Share stories that illustrate your ability to collaborate effectively with colleagues, as this firm prides itself on camaraderie. They want to know you can contribute positively to their team dynamic.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and team support. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with what you're looking for.
