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- Tasks: Advise clients on financial objectives and support repatriation efforts.
- Company: Join a leading global organization with a strong presence in the UK.
- Benefits: Enjoy flexible working hours, remote options, and 25 days holiday plus bank holidays.
- Why this job: Be part of a dynamic team with extensive training and support for your career growth.
- Qualifications: Must have Level 4 RDR UK Diploma and at least 1 year of experience as a Financial Planner.
- Other info: Options for self-employed or employed roles with competitive salary and bonus schemes.
The predicted salary is between 36000 - 60000 £ per year.
As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast.
As a Financial Planner in London, you will be working alongside the Director of the UK business. Working in a face-to-face capacity with UK-wide clients (majority in the South East area), you will be advising clients on medium to longer term financial objectives. You will also be supporting our Head of Repatriation with clients returning to the UK.
You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Desired Skill & Experience
- A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
- Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
- A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
- At least 1 year experience as a Financial Planner.
Benefits
- Self-employed split of business OR employed with a competitive basic salary + bonus scheme
- 25 days holiday + bank holidays
- Flexible working hours and the option to work from home/ remotely
- Full support of an in-house paraplanner
- In-house marketing team to support any campaigns you wish to run
- In depth training in Repatriation and clients returning with offshore solutions
Why?
- Strong regulatory background in multiple jurisdictions
- Global Presence
- Full training and support including funding of external CII, CISI and LIBF qualifications
- Industry leading investment proposition
- Support with lead generation via business development, research, and marketing teams
- Full paraplanning and admin support
- Flexible working and infrastructure.
- Self-employed and employed adviser options available
Unique Proposition
Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space.
With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.
Regulation
The most important USP for our client is their strong regulatory background, that has been with us since inception.
They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.
Compliance
Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.
Investment Committee
They have an industry leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long term growth, quality investments and diversification.
Operational Support
Their advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.
Business Development
Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.
Team Ethos
Often overlooked, they have a strong team ethos. Their advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.
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Financial Planner - London employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - London
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in advisory roles. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the market and increase your visibility.
✨Tip Number 2
Familiarize yourself with the specific financial needs of clients in the South East area. Understanding regional economic factors and client demographics can give you an edge when discussing financial planning strategies during interviews.
✨Tip Number 3
Showcase your entrepreneurial spirit by preparing examples of how you've successfully generated new business in previous roles. Highlighting your proactive approach will resonate well with the hiring team looking for a Financial Planner.
✨Tip Number 4
Research the company's unique advice proposition and be ready to discuss how your skills align with their approach. Tailoring your conversation to reflect their values and objectives can significantly enhance your chances of making a strong impression.
We think you need these skills to ace Financial Planner - London
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planner position. Understand the key responsibilities and required skills, such as advising on Lump Sum Investment and Retirement Planning.
Highlight Relevant Experience: In your application, emphasize your proven track record in an Advisory or Relationship Management role within financial services. Mention specific achievements that demonstrate your ability to generate new business and maintain client relationships.
Showcase Qualifications: Clearly state your qualifications, including the Level 4 RDR UK Diploma or equivalent. If you are Chartered, make sure to highlight this as it is a desirable trait for the role.
Personalize Your Application: Tailor your cover letter to reflect your proactive and entrepreneurial attitude. Discuss how your approach aligns with the company's values and how you can contribute to their growth in London and the Southeast.
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Showcase Your Advisory Experience
Make sure to highlight your proven track record in an Advisory or Relationship Management role. Be prepared to discuss specific examples of how you've successfully managed client relationships and generated new business.
✨Demonstrate Financial Knowledge
Since the role involves advising on areas like Lump Sum Investment and Retirement Planning, brush up on these topics. Be ready to discuss your understanding of financial products and how they can meet clients' medium to long-term objectives.
✨Emphasize Your Proactive Attitude
The company values a proactive and entrepreneurial mindset. Share instances where you took initiative in your previous roles, whether it was developing new business strategies or enhancing client engagement.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client scenarios, especially those related to repatriation and offshore solutions. Think through potential challenges and how you would address them effectively.
