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For Companies At a Glance
- Tasks: Help clients build their financial future while maintaining strong relationships.
- Company: A warm and welcoming firm focused on life, not just wealth.
- Benefits: Competitive salary, pension, free parking, and generous holiday allowance.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: Level 4 CII Diploma in Financial Planning and 3 years of experience.
- Other info: Supportive environment with dedicated teams for client success.
The predicted salary is between 36000 - 60000 £ per year.
Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.
Outline of the Role
- Take on existing review clients and maintain client relationships as the sole advisor
- Work with a dedicated team for client support - Paraplanner and Administrator
- Offer support and guidance in investment planning, pension and insurance.
Financial Planner Requirements:
- Qualified to level 4 CII Regulated Diploma in Financial Planning
- Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
- Office based in Devon
- Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
- Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
- Experience in the financial advice process and a passion for collaboration and interaction with others
Benefits
- Annual salary dependent on experience and chartered status
- Pension and PMI
- Free parking
- 25 days holiday plus Bank Holidays.
- Full back office support
Chartered Financial Planner in Bath employer: The Progress Shed
Contact Detail:
The Progress Shed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even reach out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to discuss your experience and how it aligns with their needs. Prepare some examples of how you've helped clients in the past – this will make you stand out!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a dedicated section for job seekers, and applying directly can give you a better chance of being noticed. Plus, it’s super easy to navigate – just a few clicks and you’re in!
We think you need these skills to ace Chartered Financial Planner in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Financial Planner role. Highlight your qualifications, especially your Level 4 CII Regulated Diploma and any progress towards Chartered status.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and how you can contribute to our warm and welcoming environment. Don’t forget to mention your experience in client relationships!
Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear, concise, and free of errors. We want to see your proactive mindset reflected in your writing style!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing team!
How to prepare for a job interview at The Progress Shed
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investment planning, pensions, and insurance. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client relationships or provided exceptional financial advice. This will help demonstrate your organisational skills and proactive mindset, which are key for this position.
✨Communicate Clearly
Since excellent communication is crucial, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your verbal skills and ensure you can explain complex concepts in an easy-going manner.
✨Emphasise Teamwork
This role involves working closely with a paraplanner and administrator, so be ready to discuss how you collaborate with others. Share examples of how you've worked as part of a team in the past and how you value support and guidance in achieving client goals.
