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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.
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 Minehead 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 Minehead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your achievements and case studies from your previous roles. This will give potential employers a clear picture of what you can bring to their team.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by doing mock sessions with friends or mentors. Focus on articulating your experience and how it aligns with the firm’s mission of helping clients accumulate life, not just wealth.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our warm and welcoming team. It shows initiative and enthusiasm, which we value highly!
We think you need these skills to ace Chartered Financial Planner in Minehead
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for helping clients accumulate life, not just wealth. Share specific examples of how you've made a difference in your previous roles and why you're excited about this opportunity.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter to highlight your qualifications and experience that align with the Chartered Financial Planner role. We want to see how your skills match our needs, so don’t be shy about showcasing your level 4 CII Regulated Diploma and any progress towards Chartered status.
Be Clear and Concise: We appreciate clarity! Use straightforward language and keep your sentences concise. This will help us quickly understand your qualifications and experiences without getting lost in jargon or lengthy explanations.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our warm and welcoming 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 maintained client relationships or worked collaboratively with a team. This will help demonstrate your organisational skills and how you can contribute to their warm and welcoming environment.
✨Communicate Clearly
Since excellent communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with discussing complex financial concepts in simple terms.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions ready about the firm's approach to client relationships or their team dynamics. This shows that you're not only interested in the position but also in how you can fit into their culture.
