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- Tasks: Lead client relationships and deliver tailored financial planning advice.
- Company: Top financial services firm in Birmingham with a strong reputation.
- Benefits: Competitive salary, hybrid working options, and a supportive work environment.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Extensive experience in managing client portfolios and strong communication skills.
- Other info: Join a dynamic team focused on excellence in client service.
The predicted salary is between 43200 - 72000 £ per year.
A leading financial services firm in Birmingham is seeking a Director of Financial Planning to oversee client relationships and deliver personalized financial planning advice. The role requires extensive experience in managing client portfolios and the ability to communicate complex financial strategies effectively. You will work closely with investment teams and maintain high standards of client service. This position offers a competitive salary and hybrid working options.
Director of Financial Planning & Client Growth in Birmingham employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Financial Planning & Client Growth in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Director of Financial Planning role.
✨Tip Number 2
Prepare for those interviews by brushing up on your communication skills. You’ll need to explain complex financial strategies clearly, so practice articulating your thoughts. Mock interviews with friends can help us nail that delivery!
✨Tip Number 3
Showcase your client relationship management skills! During interviews, share specific examples of how you've successfully managed client portfolios and delivered personalised advice. This will demonstrate your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can give you an edge. Plus, it shows your enthusiasm for joining our team!
We think you need these skills to ace Director of Financial Planning & Client Growth in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client management. We want to see how you've successfully handled client portfolios and delivered personalised advice in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Director of Financial Planning role. Share specific examples of how you've communicated complex strategies effectively.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, we need to see your communication skills in action. Whether it's in your CV or cover letter, make sure to demonstrate how you’ve maintained high standards of client service.
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 about the hiring process!
How to prepare for a job interview at SW Group
✨Know Your Numbers
As a Director of Financial Planning, you’ll need to demonstrate your expertise in managing client portfolios. Brush up on key financial metrics and be ready to discuss how you've successfully managed portfolios in the past. Use specific examples to showcase your skills.
✨Master the Art of Communication
This role requires you to communicate complex financial strategies effectively. Practice explaining intricate concepts in simple terms. Consider doing mock interviews with friends or colleagues to refine your ability to convey information clearly and confidently.
✨Showcase Client Relationship Skills
Client relationships are at the heart of this position. Prepare to share stories that highlight your experience in building and maintaining strong client relationships. Think about challenges you've faced and how you overcame them to enhance client satisfaction.
✨Research the Firm
Understanding the firm’s values, culture, and recent developments is crucial. Familiarise yourself with their approach to financial planning and client growth. This will not only help you tailor your responses but also show your genuine interest in the role and the company.
