Financial Planner in Sutton Coldfield

Financial Planner in Sutton Coldfield

Sutton Coldfield Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide tailored financial planning and advice to clients in a supportive team.
  • Company: Established firm known for client-centred, independent financial planning.
  • Benefits: Steady growth, no need to bring clients, and focus on meaningful planning.
  • Why this job: Make a real difference in clients' lives by helping them navigate financial decisions.
  • Qualifications: Experience in financial planning and a passion for client relationships.
  • Other info: Join a close-knit team with opportunities for organic growth.

The predicted salary is between 36000 - 60000 Β£ per year.

Are you an experienced Financial Planner looking for a role where you can genuinely focus on high quality, truly independent, client-centred financial planning? This Financial Planner job in Sutton Coldfield offers the chance to step into an established client bank within a supportive, close-knit team.

You will join a team that works collaboratively to deliver tailored, holistic advice. With steady business growth and a reputation for long-term client relationships, this opportunity allows you to focus on delivering meaningful planning rather than chasing new business. You will inherit an existing portfolio, enabling you to straight away focus on providing financial planning to their clients. There is no requirement to bring clients with you.

Naturally, they would like you to identify and act on organic new opportunities where possible, such as referrals and additional planning needs. This is an ideal role for someone who truly enjoys comprehensive financial planning, taking the time to understand clients' goals, and helping them navigate life's financial decisions with confidence.

Financial Planner in Sutton Coldfield employer: Sahasraa Solutions

Join a dynamic and supportive team in Sutton Coldfield, where as a Financial Planner, you will have the opportunity to focus on delivering high-quality, client-centred financial planning without the pressure of chasing new business. With an established client bank and a culture that prioritises collaboration and employee growth, this role offers a rewarding environment for those passionate about helping clients achieve their financial goals.
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Contact Detail:

Sahasraa Solutions Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Financial Planner in Sutton Coldfield

✨Tip Number 1

Network like a pro! Get out there and connect with other financial planners and professionals in your area. Attend local events or join online forums to build relationships that could lead to referrals or job opportunities.

✨Tip Number 2

Showcase your expertise! Create a personal brand by sharing your insights on financial planning through social media or blogs. This not only highlights your knowledge but also attracts potential clients and employers who value your perspective.

✨Tip Number 3

Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.

✨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 engage directly with us.

We think you need these skills to ace Financial Planner in Sutton Coldfield

Client-Centred Financial Planning
Holistic Advice
Portfolio Management
Relationship Building
Financial Analysis
Identifying Opportunities
Communication Skills
Collaborative Teamwork
Problem-Solving
Understanding Client Goals
Navigating Financial Decisions

Some tips for your application 🫑

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your client-centred approach and any relevant financial planning qualifications to show us you’re the right fit.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning. Share specific examples of how you've helped clients achieve their goals, as this will resonate with our focus on meaningful planning.

Showcase Your Team Spirit: Since we value collaboration, mention any experiences where you’ve worked closely with a team to deliver tailored advice. This will help us see how you can fit into our close-knit environment.

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 during the process.

How to prepare for a job interview at Sahasraa Solutions

✨Know Your Stuff

Make sure you brush up on your financial planning knowledge. Understand the latest trends and regulations in the industry, as well as the specific services offered by the company. This will help you demonstrate your expertise and show that you're genuinely interested in the role.

✨Showcase Client-Centric Approach

Prepare examples of how you've successfully built long-term relationships with clients in the past. Highlight your ability to listen to their needs and provide tailored advice. This is crucial for a role focused on high-quality, independent financial planning.

✨Be Ready for Scenario Questions

Expect questions that ask how you would handle specific client situations. Think about how you would approach different financial goals or challenges. Practising these scenarios can help you articulate your thought process and problem-solving skills during the interview.

✨Emphasise Team Collaboration

Since the role involves working within a close-knit team, be prepared to discuss your experience collaborating with others. Share examples of how you've contributed to team success and how you value teamwork in delivering holistic financial advice.

Financial Planner in Sutton Coldfield
Sahasraa Solutions
Location: Sutton Coldfield

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