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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-quality clients from day one.
- Company: Join a leading wealth manager that values its people and fosters success.
- Benefits: Enjoy full marketing support and collaboration with top Financial Planners.
- Why this job: Immediate impact, collaborative culture, and clear growth opportunities await you!
- Qualifications: Level 6 qualification in Financial Planning and at least 2 years of client advising experience required.
- Other info: This role offers leadership potential and a supportive team environment.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a Chartered boutique IFA who are multi-award winning and continuing their growth plans by looking to add an experienced, Chartered Financial Advisor to their team.
You will have 3+ years of financial planning experience advising clients and have experience of winning new business and established introducer relationships. There are clients for you to take over to get started with and build upon. The Financial Planner will also be involved in making investment management decisions.
CII Chartered status is essential.
Key Contributions and Outputs
• Developing and maintaining Client relationships to help maintain business flow and meet agreed KPI’s
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
• Promoting the profile of the business within the profession and wider communities
• Providing financial information and advice to Clients, appropriate to their individual needs
• Continuous professional development to meet regulatory requirements and personal development needs
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
OTE c£90k
Chartered Financial Planner employer: Synchronicity Financial Services
Contact Detail:
Synchronicity Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with current Financial Planners and Investment Managers in the industry. Attend relevant events or webinars to connect with professionals who can provide insights into the company culture and expectations.
✨Tip Number 2
Research the company’s values and recent achievements. Understanding their approach to client relationships and business development will help you align your experience with their goals during the interview.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and driven business growth in your previous roles. Highlighting these experiences will demonstrate your fit for the role.
✨Tip Number 4
Show enthusiasm for collaboration and support within a team environment. Emphasize your willingness to work closely with Directors and Partners, as well as your ability to leverage marketing and Paraplanning resources effectively.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 6 qualification in Financial Planning and your proven track record in business development. Emphasize your experience in managing relationships with clients and stakeholders.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the opportunity to inherit an existing client portfolio. Mention how your client-focused mindset aligns with the company's values and your drive to deliver exceptional service.
Showcase Relevant Experience: Provide specific examples of your past experiences where you successfully managed client relationships and contributed to business growth. This will demonstrate your capability to thrive in a collaborative culture.
Highlight Growth Mindset: Convey your eagerness to grow within the company and take on leadership responsibilities in the future. This shows that you are not only focused on immediate success but also on long-term contributions to the team.
How to prepare for a job interview at Synchronicity Financial Services
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client relationships. Highlight specific examples where you've successfully built and maintained these relationships, as this role heavily relies on your ability to connect with clients.
✨Demonstrate Your Business Development Acumen
Since the position emphasizes business development, come equipped with examples of how you've previously expanded your client base. Discuss strategies you've used to attract new clients and how you plan to leverage the existing portfolio.
✨Emphasize Collaboration and Teamwork
This role is part of a collaborative culture, so be ready to talk about your experiences working in teams. Share instances where you've collaborated with colleagues or stakeholders to achieve common goals, showcasing your ability to thrive in a supportive environment.
✨Prepare Questions About Growth Opportunities
Since the company offers clear progression paths, prepare thoughtful questions about potential growth and leadership opportunities within the firm. This shows your ambition and interest in long-term career development.
