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- Tasks: Provide expert financial advice and manage a portfolio of high net worth clients.
- Company: Join a stable, expanding organisation specialising in investment and financial planning.
- Benefits: Enjoy a hybrid work model, discretionary bonuses, pension, and 23 days holiday.
- Why this job: Inherit an established £85m portfolio and build strong relationships with HNW individuals.
- Qualifications: Must be Level 6 qualified Financial Planner, recognised by the FCA, with prior experience.
- Other info: Equal opportunities employer; salary based on experience and qualifications.
The predicted salary is between 52000 - 65000 £ per year.
Are you a Financial Planner looking to join a stable, well-run business with a ready-made portfolio of over 100 clients? Would you like to inherit an £85m, established portfolio?
On offer is the opportunity to join an expanding organisation that specialises in investment management, retirement planning, estate planning, tax mitigation, and lifelong cash flow management. You will collaborate with the managers to grow and develop your portfolio. This role is ideal for someone with a proven track record in their career or business, with the ability to discuss, question, negotiate, and provide expert advice.
The Role:
- Provide financial advice across personal and corporate sectors
- Build and maintain strong client relationships
- Generate and maintain business portfolios
- Develop strong relationships with HNW individuals
The Person:
- Level 6 qualified Financial Planner (Chartered), recognised by the Financial Conduct Authority (FCA)
- Prior experience in financial planning
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Financial Planner (Chartered / High Net Worth) in Kingston Upon Thames employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Chartered / High Net Worth) in Kingston Upon Thames
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high net worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Research the company thoroughly before your interview. Understand their values, services, and client base, particularly their approach to managing high net worth portfolios. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your previous experience in financial planning, focusing on specific examples where you've successfully managed client portfolios or provided expert advice. Highlight any achievements that showcase your ability to build strong client relationships.
✨Tip Number 4
Stay updated on current trends and regulations in the financial planning sector, especially those affecting high net worth individuals. Being knowledgeable about recent changes can set you apart as a candidate who is proactive and well-informed.
We think you need these skills to ace Financial Planner (Chartered / High Net Worth) in Kingston Upon Thames
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Level 6 qualified Financial Planner. Emphasise your experience in financial planning, investment management, and client relationship building to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to manage high net worth portfolios. Mention specific achievements or experiences that demonstrate your expertise and how you can contribute to the company.
Highlight Relevant Skills: In your application, focus on skills such as negotiation, tax mitigation, and lifelong cash flow management. Use examples from your past roles to illustrate how you've successfully applied these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Portfolio
Familiarise yourself with the £85m portfolio you'll be inheriting. Be prepared to discuss how you would manage and grow this portfolio, showcasing your understanding of investment management and client needs.
✨Demonstrate Relationship-Building Skills
Highlight your experience in building and maintaining strong client relationships. Prepare examples of how you've successfully engaged with high net worth individuals and the strategies you've used to foster trust and loyalty.
✨Showcase Your Expertise
As a Level 6 qualified Financial Planner, be ready to discuss your qualifications and how they relate to the role. Bring up specific instances where your expert advice has led to successful outcomes for clients, particularly in areas like tax mitigation and retirement planning.
✨Prepare Questions
Have insightful questions ready for the interviewers about the company's approach to financial planning and client management. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
