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- Tasks: Join a dynamic team as a Financial Planner, managing high-net-worth clients and complex financial cases.
- Company: Work with a prestigious firm known for exceptional service in accounting and advisory across the UK and Europe.
- Benefits: Enjoy hybrid working, generous bonuses, private medical insurance, and wellness programmes.
- Why this job: This role offers incredible earning potential and the chance to build long-term client relationships.
- Qualifications: Proven experience in delivering regulated financial advice; CAS/SPS preferred.
- Other info: Celebrate your birthday off and enjoy enhanced family leave pay!
The predicted salary is between 66000 - 88000 £ per year.
I’m excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their new Plymouth office.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases.
- Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
- Confident in managing HNW clients and navigating intricate casework.
- Flexible, hybrid working arrangements.
- Generous bonus incentives.
- Sick leave pay.
- Private medical insurance.
- Enhanced family leave pay.
- Birthdays off.
- Wellness programmes, access to counselling & discounted gym memberships.
Locations
Financial Service Planner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Planner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Research the latest trends and regulations in financial planning, particularly those affecting HNW and UHNW clients. Being well-informed will not only boost your confidence but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 3
Prepare to discuss specific case studies from your past experience where you successfully managed complex financial situations for HNW clients. This will showcase your expertise and ability to handle the challenges that come with the role.
✨Tip Number 4
Familiarise yourself with the firm’s values and client approach. Tailoring your conversation to align with their focus on long-term relationships will help you stand out as a candidate who fits well within their team.
We think you need these skills to ace Financial Service Planner
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Financial Planner position. Understand the key responsibilities and required qualifications, especially the importance of managing high-net-worth clients and delivering regulated financial advice.
Tailor Your CV: Customise your CV to highlight your experience with HNW and UHNW clients. Include specific examples of complex financial cases you have managed, showcasing your skills in delivering financial advice and your relevant qualifications like CAS/SPS.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your alignment with the firm's values. Mention your proven track record and how you can contribute to their reputation for exceptional service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application demonstrates professionalism and attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Experience with HNW Clients
Make sure to highlight your previous experience managing high-net-worth clients. Prepare specific examples of how you've successfully navigated complex financial cases, as this will demonstrate your capability and confidence in handling their needs.
✨Understand the Firm's Values and Services
Research the firm thoroughly before the interview. Familiarise yourself with their services, especially in accounting, tax, and advisory. This knowledge will help you align your answers with their values and show that you're genuinely interested in being part of their team.
✨Prepare for Technical Questions
Expect questions related to regulated financial advice and the specifics of CAS/SPS. Brush up on relevant regulations and be ready to discuss how you apply them in practice. This will showcase your expertise and readiness for the role.
✨Emphasise Your Relationship-Building Skills
Since the firm focuses on long-term relationships with clients, be prepared to discuss how you build and maintain these connections. Share examples of how you've fostered trust and loyalty with clients, which is crucial for success in this role.
