At a Glance
- Tasks: Provide holistic financial planning advice and manage client relationships.
- Company: Reputable financial planning firm in the North West with a supportive culture.
- Benefits: Earn up to £100K plus bonuses, with fully remote working options.
- Other info: Enjoy flexibility, stability, and opportunities for business development.
- Why this job: Join a growing team and inherit a valuable client portfolio for strong earning potential.
- Qualifications: Experienced Financial Planner with strong relationship management skills.
The predicted salary is between 100000 - 100000 € per year.
A well-established and highly regarded Financial Planning firm in the North West is looking to appoint an experienced Financial Planner to join its growing team. This is an excellent opportunity for an adviser seeking a high-quality client bank, strong earning potential, and the flexibility of fully remote working.
The Opportunity
- Inherit a sizeable and established client portfolio
- Salary up to £100,000 plus bonus
- Strong support for business development and growth
- Capacity to onboard additional clients and/or client following
- Fully remote role with occasional office attendance as required
- Backed by an established infrastructure and support team
About You
- Experienced Financial Planner
- Strong relationship management and client-facing skills
- Able to deliver holistic financial planning advice
- Ideally Level 4 Diploma qualified (or equivalent)
- Existing client following welcomed but not essential
This role would suit an ambitious adviser looking for a long-term opportunity with genuine flexibility, stability, and earning potential.
Chartered Financial Planner - Upto £100K Salary employer: Vernon Thomas Search
Join a prestigious Financial Planning firm in the North West that prioritises employee growth and offers an exceptional work-life balance through fully remote working options. With a generous salary of up to £100K plus bonuses, you will benefit from a robust support system for business development, ensuring you can thrive while managing a high-quality client bank. This is an ideal environment for ambitious financial planners seeking stability, flexibility, and the opportunity to enhance their career in a supportive and dynamic setting.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner - Upto £100K Salary
✨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 letting people know you’re on the lookout for new opportunities. You never know who might have a lead for you!
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights and tips related to financial planning on platforms like LinkedIn. This not only highlights your knowledge but also attracts potential employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend doing mock interviews with friends or mentors to build confidence and refine your responses. Remember, it’s all about demonstrating your client management skills!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s land that dream job together!
We think you need these skills to ace Chartered Financial Planner - Upto £100K Salary
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 relationship management and client-facing skills, as these are key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team and how your experience aligns with the opportunity we offer. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements in previous roles. Whether it's growing a client base or delivering exceptional financial advice, we want to see what you’ve accomplished!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity with our firm.
How to prepare for a job interview at Vernon Thomas Search
✨Know Your Numbers
As a Chartered Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of current financial products and regulations, as well as any recent changes in the industry that could impact your clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Be ready to discuss specific cases where you provided holistic financial planning advice and how you built trust with your clients.
✨Demonstrate Your Business Development Acumen
Since this role offers strong support for business development, come prepared with ideas on how you can grow the existing client bank. Think about strategies you've used before to onboard new clients and how you can apply them here.
✨Emphasise Flexibility and Remote Work Experience
Given the fully remote nature of the role, highlight your experience working independently and managing your time effectively. Share examples of how you've maintained productivity and communication while working remotely.
