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For Companies At a Glance
- Tasks: Provide top-notch financial advice and build strong client relationships.
- Company: Leading financial planning firm in Borehamwood with a focus on growth.
- Benefits: Negotiable salary, uncapped bonuses, generous holidays, and private medical plans.
- Why this job: Join a dynamic team and lead clients to financial success while growing your career.
- Qualifications: 5+ years of experience, Chartered qualification preferred, and strong communication skills.
- Other info: Exciting opportunity for leadership and professional development in a supportive environment.
The predicted salary is between 48000 - 72000 £ per year.
A leading financial planning firm in Borehamwood is seeking a Financial Planner to provide high-quality advice and develop client relationships. The ideal candidate will have at least 5 years' experience, ideally hold a Chartered qualification, and demonstrate excellent communication and leadership skills.
The position offers a negotiable salary with an uncapped bonus structure, generous holiday allowance, and various benefits including private medical and pension plans.
Senior Financial Planner & Team Lead — Growth & Equity Path in Borehamwood employer: Saltus
Contact Detail:
Saltus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner & Team Lead — Growth & Equity Path in Borehamwood
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world 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 answers 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
Showcase your leadership skills during the interview. Share examples of how you've led teams or projects in the past. This is your chance to shine and demonstrate that you can take charge as a Senior Financial Planner.
✨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 are proactive about their job search.
We think you need these skills to ace Senior Financial Planner & Team Lead — Growth & Equity Path in Borehamwood
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 5+ years of experience and any Chartered qualifications you hold. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're the perfect fit for the Senior Financial Planner role. We love seeing genuine enthusiasm for the position.
Showcase Leadership Experience: Since this role involves team leadership, be sure to include examples of your leadership experience. Whether it's managing a team or mentoring colleagues, we want to know how you've made an impact in your previous roles.
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Saltus
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial analysis. Brush up on key financial metrics and be ready to discuss how you've used them to drive client success in the past.
✨Showcase Leadership Skills
Since this role involves team leadership, prepare examples of how you've successfully led teams or projects. Think about challenges you've faced and how you motivated your team to achieve goals.
✨Build Rapport with Clients
Client relationships are crucial in this role. Be prepared to discuss your approach to building trust and rapport with clients. Share specific examples of how you've maintained long-term relationships and provided high-quality advice.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, growth opportunities, and how they measure success. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
