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For Companies At a Glance
- Tasks: Provide financial planning support to clients in Bristol and Cheltenham.
- Company: Join a leading wealth management company focused on high-net-worth individuals.
- Benefits: Enjoy a competitive salary, bonus scheme, and flexible remote work options.
- Why this job: Be part of a supportive team with opportunities for professional growth and travel.
- Qualifications: Chartered status with 4+ years of experience advising high-net-worth clients required.
- Other info: Team meetings in London with travel expenses covered.
The predicted salary is between 48000 - 112000 £ per year.
Job Description
Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home.
With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals.
You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for.
Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits.
For a confidential discussion to find out more, apply now!
Chartered Financial Planner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already Chartered Financial Planners. Attend industry events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Research the specific financial planning needs of high-net-worth individuals in the Bristol and Cheltenham areas. Tailoring your discussions around these needs can demonstrate your understanding of the local market during interviews.
✨Tip Number 3
Prepare to discuss your experience with retirement and estate planning in detail. Be ready to share specific examples of how you've successfully advised clients in these areas, as this will be crucial for the role.
✨Tip Number 4
Familiarise yourself with the company’s values and culture. Understanding their approach to client relationships and team dynamics can help you align your responses during interviews and show that you're a good fit.
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 experience in financial planning, particularly with high-net-worth individuals. Emphasise your Chartered status and any relevant qualifications like CII, CISI, or LIBF.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience in retirement and estate planning, and how you can contribute to the team in Bristol and Cheltenham.
Showcase Your Teamwork Skills: Since the role involves working with Paraplanners and Administrators, include examples of successful teamwork in your application. Highlight any experience you have in collaborative environments.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at Synchronicity Group
✨Know Your Financial Planning Fundamentals
Brush up on your knowledge of retirement and estate planning, as these are key areas for the role. Be prepared to discuss specific strategies you've implemented in the past and how they benefited your clients.
✨Demonstrate Your Experience with HNW Clients
Since the position involves advising high-net-worth individuals, be ready to share examples of your experience in this area. Highlight any unique challenges you've faced and how you successfully navigated them.
✨Showcase Your Teamwork Skills
You'll be working closely with Paraplanners and other financial planners, so it's important to demonstrate your ability to collaborate effectively. Prepare examples of how you've worked in a team setting to achieve common goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to wealth management and their client base. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
