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- Tasks: Provide top-notch financial planning advice, focusing on retirement and estate planning.
- Company: Join a dynamic firm dedicated to exceptional wealth management services.
- Benefits: Enjoy a full-time role with opportunities for professional growth and collaboration.
- Why this job: Be part of a supportive team that values innovation and client satisfaction.
- Qualifications: Degree level education and two years of financial planning experience required.
- Other info: Ideal for those passionate about finance and eager to mentor others.
The predicted salary is between 43200 - 72000 £ per year.
Wealth Planner
Department: Wealth Planning
Employment Type: Full Time
Location: London
Reporting To: Head of Wealth Planning
Description
Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning.
Key Responsibilities
Main tasks
- Responsible for the delivery of superior Wealth Planning advice to the Firm’s clients
- Deal professionally and capably with clients and exceed their expectations with the advice and service provided
- Collaborate with the Investment Managers to seize opportunities and grow the business. Be able to communicate and present effectively to clients and colleagues
- Effective delegation of workflow to the Wealth Planning administrator
- Case management using a financial planning Client Relationship Management system
- Get involved in initiatives to enhance what we do and our client proposition
- Maintain a thorough technical knowledge and awareness of latest developments in the Wealth Planning industry
- Think on your feet
Skills, Knowledge and Experience
- Ideally educated to Degree level (2:1 or above)
- At least two years\’ experience working as a financial planner in the Financial Services industry
- Proven track record in delivering regulated financial advice to High Net Worth clients
- Financial planning qualifications essential (Chartered Financial Planner or working towards)
- Possess advanced Chartered Institute of Insurance pension qualifications such as AF3 Pension Planning
- Holder of/Eligible for a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements
- GCSE Maths and English Language (grade C or above essential)
- Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software
- Client-centric
- Combination of commercial focus and sound technical knowledge
- Energetic, desire to get involved and contribute
- Confident communication and presentation skills including good written and verbal skills
- Professional and can-do attitude. Willing to embrace being part of a new team and encourage/mentor others
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Wealth Planner employer: J.M. Finn & Co. Ltd
Contact Detail:
J.M. Finn & Co. Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Make sure to stay updated on the latest trends and regulations in wealth planning. This will not only enhance your knowledge but also show potential employers that you are proactive and committed to your professional development.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who specialize in wealth planning. Attend industry events or join relevant online forums to connect with others and learn about job opportunities.
✨Tip Number 3
Practice your communication and presentation skills. Since the role requires effective client interaction, being able to convey complex financial concepts clearly will set you apart from other candidates.
✨Tip Number 4
Familiarize yourself with the specific Client Relationship Management systems used in wealth planning. Highlighting your proficiency in these tools during interviews can demonstrate your readiness to hit the ground running.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with High Net Worth clients. Emphasize any relevant qualifications and your track record in delivering regulated financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth planning and how your skills align with the responsibilities of the Wealth Planner role. Mention specific experiences that demonstrate your ability to exceed client expectations.
Showcase Your Technical Knowledge: Demonstrate your understanding of the latest developments in the Wealth Planning industry. Mention any relevant certifications or training, such as your Chartered Financial Planner status or advanced pension qualifications.
Prepare for Case Management: Familiarize yourself with financial planning Client Relationship Management systems. Highlight your experience in case management and your ability to effectively delegate tasks to support staff in your application.
How to prepare for a job interview at J.M. Finn & Co. Ltd
✨Showcase Your Financial Planning Expertise
Be prepared to discuss your experience in financial planning, especially in retirement and estate planning. Highlight specific cases where you successfully advised High Net Worth clients, demonstrating your ability to deliver superior advice.
✨Demonstrate Client-Centric Approach
During the interview, emphasize your commitment to exceeding client expectations. Share examples of how you've built strong relationships with clients and collaborated with colleagues to enhance service delivery.
✨Communicate Effectively
Practice your communication skills, as effective presentation is key for this role. Be ready to explain complex financial concepts in a clear and engaging manner, both verbally and in writing.
✨Stay Updated on Industry Developments
Show your passion for the Wealth Planning industry by discussing recent trends or changes that could impact financial planning. This demonstrates your commitment to ongoing professional development and technical knowledge.
