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For Companies At a Glance
- Tasks: Provide financial planning support to high-net-worth clients in Bristol and Cheltenham.
- Company: Join a leading wealth management company with a supportive team culture.
- Benefits: Earn up to £80k, plus bonuses and excellent benefits, including remote work options.
- Why this job: Make a real difference in clients' lives through retirement and estate planning.
- Qualifications: Chartered status and 4+ years of experience advising high-net-worth individuals.
- Other info: Enjoy career growth opportunities and occasional travel for team meetings.
The predicted salary is between 48000 - 72000 £ 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!
Financial Planner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Synchronicity Financial Services. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of retirement and estate planning. We want you to showcase your expertise and how you can add value to their team. Practice common interview questions and have your own ready to ask!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re here to support you every step of the way, so don’t hesitate to reach out if you need any help with the process.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience with HNW individuals and any relevant qualifications like CII, CISI, or LIBF. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Experience: When detailing your experience, focus on specific achievements in retirement and estate planning. We want to know how you've made a difference for your clients, so don’t hold back on the details!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Synchronicity Group
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement and estate planning. Familiarise yourself with the latest trends and regulations in wealth management, as this will show your potential employer that you're serious about the role.
✨Showcase Your Experience
With at least 4 years of experience advising high-net-worth individuals, be ready to share specific examples of how you've successfully managed client portfolios. Highlight any challenges you've faced and how you overcame them to demonstrate your problem-solving skills.
✨Team Player Vibes
Since you'll be working closely with Paraplanners and other Financial Planners, emphasise your ability to collaborate effectively. Share examples of how you've worked in a team setting and contributed to achieving common goals, as this is crucial for the role.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges they face in the Bristol and Cheltenham offices. This not only shows your interest but also helps you gauge if the company is the right fit for you.
