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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and build new business relationships.
- Company: Join a leading UK wealth manager known for prioritising clients and employees.
- Benefits: Enjoy a six-figure salary, bonuses, and excellent corporate perks.
- Why this job: This role offers career growth potential and the chance to make a real impact.
- Qualifications: Chartered qualification preferred; Level 4 with progress towards Chartered considered.
- Other info: Opportunity to advance into a senior team leader position in the future.
The predicted salary is between 72000 - 108000 £ per year.
Nigel James Associates are collaborating with a top UK wealth manager to secure an experienced Financial Planner to join their Exeter office. The role will be to take over a proportion of an existing client portfolio of HNW clients whilst proactively building out the book. Full Admin and Paraplanning support will be provided. This would be a senior hire for the team/business and looking for somebody with gravitas that is used to working with HNW clients (min £500k investments with the average investment hovering around £1m).
Requirements
- You will be an established and experienced Financial Planner who is used to working with HNW clients and someone who has the proven ability to be able to secure new business through internal stakeholder relationships and externally through networking and professional introducer relationships.
- You will be Chartered qualified given the nature of the clients you will receive. However, our client is not adverse to considering someone who has a minimum Level 4 qualification and on their way to Chartered, having already completed some AF exams.
- As this is a senior hire our client is considering somebody that is currently managing/overseeing others as part of managing a large portfolio of clients as there is the real possibility of this progressing into a senior team leader position within the next few years.
Why Join?
The package on offer is a £six figure basic and bonus which is based on total client revenue (new and existing fees) as well as corporate benefits. This is an exciting opportunity for an experienced Financial Planner to settle in and establish themselves in a company which puts both clients and their employees at the forefront of their strategic planning whilst also providing great earnings and career potential.
What Next?
Please apply below or alternatively contact one of our team at Nigel James Associates to find out more.
Senior Financial Planner employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network strategically within the financial services industry. Attend events and seminars where you can meet other professionals who work with high-net-worth clients. Building relationships with these individuals can lead to referrals and opportunities that align with the role.
✨Tip Number 2
Showcase your expertise in managing high-net-worth portfolios during interviews. Prepare specific examples of how you've successfully grown client investments and maintained strong relationships, as this will demonstrate your capability to handle the existing client portfolio.
✨Tip Number 3
Research the company thoroughly before your interview. Understand their values, client base, and recent developments in the wealth management sector. This knowledge will help you tailor your conversation and show that you're genuinely interested in contributing to their success.
✨Tip Number 4
Consider obtaining additional qualifications or certifications relevant to high-net-worth financial planning. Even if you are already qualified, showing a commitment to continuous professional development can set you apart from other candidates.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and any relevant qualifications. Emphasise your ability to manage client portfolios and secure new business, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in this specific position and how your background aligns with the company's needs. Mention your Chartered status or progress towards it, and your experience in managing client relationships.
Showcase Your Networking Skills: Provide examples of how you've successfully built relationships with stakeholders and professional introducers in your previous roles. This will demonstrate your ability to grow the client portfolio as required by the company.
Highlight Leadership Experience: If you have experience managing or overseeing others, make sure to include this in your application. Discuss how you can contribute to the team’s growth and potentially step into a senior leadership role in the future.
How to prepare for a job interview at LinkedIn
✨Showcase Your Experience with HNW Clients
Make sure to highlight your experience working with high-net-worth clients during the interview. Share specific examples of how you've successfully managed their portfolios and built strong relationships, as this will demonstrate your suitability for the role.
✨Demonstrate Your Networking Skills
Since securing new business through networking is crucial, be prepared to discuss your strategies for building professional relationships. Mention any successful partnerships or introductions that have led to new clients in the past.
✨Emphasise Your Qualifications
As the role requires a Chartered qualification or at least a Level 4 qualification, be ready to discuss your educational background and any relevant exams you’ve completed. This shows your commitment to professional development and expertise in financial planning.
✨Express Leadership Potential
Given the possibility of progressing into a senior team leader position, convey your leadership experience and ability to manage others. Share examples of how you've overseen teams or mentored colleagues, which will illustrate your readiness for a senior role.
