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- Tasks: Manage client relationships and provide expert financial planning advice.
- Company: Join a leading independent firm of Chartered Financial Planners with a strong reputation.
- Benefits: Enjoy flexible hybrid working, bi-annual salary reviews, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team that values growth and client success in a supportive environment.
- Qualifications: Must be CII Chartered or soon to be, with 2+ years of client advisory experience.
- Other info: Work from Essex or London while building your client base across Essex.
The predicted salary is between 43200 - 72000 £ per year.
Our client is an independent firm of Chartered Financial Planners specialising in holistic financial planning including pensions, investments, tax planning, mortgages and protection. As part of a wider professional services company, they have excellent internal relationships and shared clients to advise, whilst contributing to the ongoing growth of the firm's client book.
They are looking for a Chartered Financial Planner (CII) who can look after their client base around Essex. There is an Essex office so you can work out of Essex or London, but time spent in Essex on a weekly basis meeting clients and generating new business through external introducers will be required.
Requirements:
- CII Chartered, or will be within the next few months.
- 2+ years experience advising clients.
- A strong sales record, proven experience of developing new business from new and existing clients.
- Holistic financial planning experience with technical knowledge of pensions, investments and tax planning.
Our client offers a comprehensive corporate benefits package as well as bi-annual salary reviews and a flexible hybrid working policy.
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 financial planning industry, especially those based in Essex. Attend local finance events or seminars to meet potential clients and introducers who can help you grow your client base.
✨Tip Number 2
Familiarise yourself with the specific financial needs and regulations in the Essex area. Understanding local market trends can give you an edge when discussing financial strategies with potential clients.
✨Tip Number 3
Showcase your holistic financial planning skills by preparing case studies or examples of how you've successfully managed client portfolios in the past. This will demonstrate your expertise and build trust with potential employers.
✨Tip Number 4
Engage with the firm's existing clients through social media or professional platforms like LinkedIn. Building relationships with current clients can lead to referrals and new business opportunities, which is crucial for your role.
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 holistic financial planning, particularly in pensions, investments, and tax planning. Emphasise your sales record and any relevant qualifications, such as your CII Chartered status.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Chartered Financial Planner position and how your skills align with the company's needs. Mention your experience in developing new business and your ability to build relationships with clients.
Showcase Your Client Management Skills: Provide examples of how you've successfully managed client relationships in the past. Highlight any specific achievements that demonstrate your ability to grow a client base and generate new business.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Holistic Financial Planning Skills
Make sure to highlight your experience in holistic financial planning during the interview. Be prepared to discuss specific cases where you've successfully managed pensions, investments, and tax planning for clients.
✨Demonstrate Your Sales Acumen
Since a strong sales record is essential for this role, come equipped with examples of how you've developed new business from both existing and new clients. Share metrics or achievements that showcase your success in this area.
✨Familiarise Yourself with the Company
Research the firm’s values, culture, and recent developments. Understanding their approach to client relationships and how they integrate with other professional services will help you align your answers with their expectations.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready to ask about the firm's growth plans, client base, and team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
