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- Tasks: Manage existing clients and provide tailored financial advice.
- Company: Join a reputable Chartered independent wealth planning firm in Tunbridge Wells.
- Benefits: Enjoy a competitive salary, profit share scheme, hybrid working, and generous holiday.
- Why this job: Be part of a supportive team focused on client satisfaction and professional growth.
- Qualifications: Ideal for Chartered Financial Planners or those nearing completion.
- Other info: Dedicated admin support provided to help you thrive.
The predicted salary is between 58800 - 77000 £ per year.
BRAND NEW ROLE: Financial Planner Vacancy
Tunbridge Wells based IFA firm
- Medium sized firm
- Salary negotiable £70k - £77k basic salary
- Profit share scheme - up to 20% of salary
- Pension scheme (up to 10% employer contribution)
- Hybrid working (part office/part home working)
- 25 days holiday plus bank holidays
- Private Medical Insurance and Death in Service Benefit
My client is a Chartered independent wealth planning firm with offices in Tunbridge Wells (Kent). They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup, they manage the affairs of private clients with assets ranging from £200k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them, and the advisers are not targeted as they have such a strong belief in ensuring clients receive the best service rather than stacking up AUM.
The Managing Director is creating a brand-new role for a Financial Planner (ideally Chartered) who will manage a surplus of existing clients the business has. You will have dedicated admin and paraplanning support. The role will be suitable for a Chartered Financial Planner or someone close to completion. You will be allocated a portion of their existing client bank to manage, but any new business you can generate or clients you can bring will be welcomed.
If this role sounds of interest or any other roles I am working on please get in touch.
Financial Planner - Up to £77k plus profit share scheme - Tunbridge Wells (Kent) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Up to £77k plus profit share scheme - Tunbridge Wells (Kent)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in or around Tunbridge Wells. Attend local finance events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific services offered by the firm, such as VCT and EIS schemes. Being knowledgeable about these areas will not only impress during interviews but also show your genuine interest in the role.
✨Tip Number 3
Consider reaching out to current employees on LinkedIn to gain insights into the company culture and expectations. This can provide you with valuable information that you can use to tailor your approach when applying.
✨Tip Number 4
Prepare to discuss how you can contribute to the firm's existing client base and any strategies you might have for generating new business. Highlighting your proactive approach will set you apart from other candidates.
We think you need these skills to ace Financial Planner - Up to £77k plus profit share scheme - Tunbridge Wells (Kent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with high-net-worth clients. Emphasise any qualifications, such as being a Chartered Financial Planner, and include specific examples of your success in managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the role but also demonstrates your understanding of the firm's values and client base. Mention how your skills align with their focus on providing exceptional service rather than just accumulating assets.
Showcase Relevant Skills: In your application, highlight key skills such as tax planning, retirement planning, and cashflow modelling. Provide examples of how you have successfully applied these skills in previous roles to benefit clients.
Proofread Your Application: Before submitting, carefully proofread your application 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 Financial Divisions
✨Know Your Numbers
As a Financial Planner, you'll need to demonstrate your understanding of financial concepts and figures. Brush up on key metrics related to pensions, investments, and tax planning, as well as any recent changes in regulations that may affect clients.
✨Showcase Your Client Management Skills
Since this role involves managing existing clients, be prepared to discuss your experience in client relationship management. Share specific examples of how you've built trust and provided value to clients in the past.
✨Understand the Firm's Values
Research the firm’s approach to client service and their emphasis on long-term relationships over short-term gains. Be ready to articulate how your personal values align with theirs, especially regarding client care and ethical practices.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the firm's culture, growth opportunities, and how they support their Financial Planners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
