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For Companies At a Glance
- Tasks: Manage and service an existing portfolio of loyal clients' financial needs.
- Company: Join a well-established firm known for its excellent client support in Chesterfield.
- Benefits: Enjoy competitive pay, retention bonuses, life cover, and hybrid working options.
- Why this job: Be part of a dynamic team with no pressure to acquire new clients, focusing on relationship building.
- Qualifications: Experience in financial planning is essential; strong interpersonal skills are a must.
- Other info: Work primarily face-to-face with clients across Derbyshire, supported by a skilled admin team.
The predicted salary is between 36000 - 60000 £ per year.
Independent Financial Planner – Servicing role, no new business requirement · £Competitive plus retention related bonus · Life cover · Hybrid working · Existing client following to be inherited Tempest Jones Consulting are thrilled to be representing a long-established and highly successful firm of Financial Planners in their Chesterfield office. This is an exciting time to join an already accomplished business that has an excellent reputation for providing support and guidance to long standing clients on their financial planning needs. The opportunity is for an Independent Financial Planner to join an enthusiastic and dynamic team and to inherit and service an existing bank of loyal clients due to impending retirement of an existing adviser. You will look after clients’ investment, pension, IHT and protection needs, handling mainly individual business. There is absolutely no expectation or desire for this individual to write any new business or to bring on new clients in this role. The successful candidate will have the support of a highly skilled and qualified administration and paraplanning team, thus freeing up their time to nurture client relationships and to conduct meetings which will mainly be face to face in client homes across Derbyshire. An employed package, competitive basic and retention bonus will be on offer f…
Financial Planner - Servicing role employer: Tempest Jones
Contact Detail:
Tempest Jones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Servicing role
✨Tip Number 1
Make sure to highlight your experience in servicing existing clients during any conversations or interviews. This role focuses on maintaining and nurturing relationships, so showcasing your ability to manage client needs effectively will be crucial.
✨Tip Number 2
Familiarize yourself with the specific financial products and services that the firm offers. Being knowledgeable about their offerings will help you demonstrate your readiness to step into this role and provide immediate value to their existing client base.
✨Tip Number 3
Network with current or former employees of the firm if possible. They can provide insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 4
Prepare to discuss your strategies for building long-term client relationships. Since this position involves working closely with loyal clients, having a clear plan on how to maintain and enhance these relationships will set you apart from other candidates.
We think you need these skills to ace Financial Planner - Servicing role
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an Independent Financial Planner in a servicing role. Highlight your experience with client management and servicing existing accounts in your application.
Tailor Your CV: Customize your CV to emphasize your relevant experience in financial planning, particularly in servicing roles. Include specific examples of how you've successfully managed client relationships and addressed their financial needs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to nurture long-term client relationships. Mention your understanding of the firm's reputation and how you can contribute to maintaining it.
Highlight Team Collaboration: Since the role involves working with a skilled administration and paraplanning team, mention any previous experiences where you successfully collaborated with colleagues to enhance client service and satisfaction.
How to prepare for a job interview at Tempest Jones
✨Understand the Client-Centric Approach
Make sure to emphasize your commitment to client relationships during the interview. Discuss how you have successfully managed existing client portfolios in the past and how you prioritize their needs.
✨Showcase Your Technical Knowledge
Be prepared to discuss your expertise in investment, pension, IHT, and protection needs. Highlight any relevant qualifications or experiences that demonstrate your ability to handle these areas effectively.
✨Demonstrate Team Collaboration Skills
Since you'll be working with a skilled administration and paraplanning team, share examples of how you've successfully collaborated with colleagues in previous roles to enhance client service.
✨Prepare for Face-to-Face Meeting Scenarios
As the role involves conducting meetings in clients' homes, think about how you would approach these interactions. Be ready to discuss your strategies for building rapport and trust with clients in a personal setting.
