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- Tasks: Provide goal-based financial advice and build strong client relationships.
- Company: Dynamic financial planning firm with a focus on client experience.
- Benefits: Hybrid working, generous benefits, and uncapped bonus structure.
- Why this job: Join a team that values professional growth and client satisfaction.
- Qualifications: Minimum 2 years' experience; Chartered status preferred.
- Other info: Exciting opportunity for career advancement in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm is seeking an ambitious Financial Planner to join its Newcastle office. The role involves providing high-quality, goal-based financial advice and nurturing client relationships. Candidates should have a minimum of 2 years' experience and ideally be Chartered. Offering hybrid working, generous benefits, and an uncapped bonus structure, this position aims to enhance the client experience while ensuring professional development and compliance with industry standards.
Chartered Financial Planner – Newcastle (Hybrid) in Newcastle upon Tyne employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner – Newcastle (Hybrid) in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those in Newcastle. Attend local events or webinars to meet potential employers and show them what you’ve got.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully helped clients achieve their financial goals. This will demonstrate your ability to provide high-quality, goal-based advice.
✨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 Chartered Financial Planner – Newcastle (Hybrid) in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for financial planning shine through. We want to see how you can provide high-quality, goal-based advice and how you've nurtured client relationships in the past.
Highlight Relevant Experience: Make sure to detail your experience in financial planning, especially if you have over 2 years under your belt. We’re looking for candidates who can demonstrate their expertise and ideally hold a Chartered status.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific requirements of the Chartered Financial Planner role. We appreciate when candidates take the time to align their skills with what we’re looking for.
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 regarding your application status.
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around goal-based advice and client relationship management. Familiarise yourself with the latest industry standards and compliance regulations, as these are crucial for the role.
✨Showcase Your Experience
With a minimum of 2 years' experience required, be ready to discuss specific examples from your past roles. Highlight how you've successfully nurtured client relationships and provided high-quality advice, as this will demonstrate your fit for the position.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client experience and professional development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
✨Embrace the Hybrid Model
Since the role offers hybrid working, be prepared to discuss how you manage your time and productivity in both office and remote settings. Share any experiences that highlight your adaptability and commitment to maintaining strong client relationships, regardless of your work environment.
