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- Tasks: Manage a portfolio of high-net-worth clients and provide tailored financial advice.
- Company: Join an independent wealth planning firm with a strong reputation in Brighton.
- Benefits: Enjoy flexible working options and a competitive salary up to £120k plus bonuses.
- Why this job: Be part of a client-focused culture that prioritises service over sales targets.
- Qualifications: Experience with high-net-worth clients and a stable career history is essential.
- Other info: You'll receive dedicated admin and paraplanning support to enhance your efficiency.
The predicted salary is between 90000 - 120000 £ per year.
BRAND NEW ROLE - Senior Financial Planner
Salary: £90k - £120K (DOE) plus bonuses
Location: Brighton (lots of flexible working)
My client is an independent wealth planning firm with offices in Brighton (Sussex). They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners with £750k+ of invested assets. The advisers are all Chartered or close to completion and consult on pensions, investments, tax planning, Trusts, cashflow modelling, retirement planning, protections, and some esoteric schemes.
They have very longstanding relations with their clients who offer plenty of recommendations and referrals to them as well as a network of professional stakeholders who introduce business to them. The advisers are not targeted as they have such a strong belief in ensuring clients receive the best service rather than stacking up AUM; their profound belief in this organically generates new business opportunities.
The Managing Director is seeking to recruit an experienced Financial Planner who will manage a portion of their existing book of clients. Their clients have a minimum of £750k invested, with many having multiple millions invested. A background working with HNW clients, with complex financial affairs, is crucial for this role, along with a stable career history (not moving roles too regularly). You will have dedicated admin and paraplanning support.
If this role sounds of interest please get in touch with Peter at Financial Divisions.
Senior Financial Planner - Up to £120k basic salary - Brighton Offices employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner - Up to £120k basic salary - Brighton Offices
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend local finance events or seminars in Brighton to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Showcase your expertise in complex financial affairs by engaging in discussions on relevant online forums or social media platforms. This not only demonstrates your knowledge but also helps you connect with others in the field who may know about job openings.
✨Tip Number 3
Consider reaching out directly to the Managing Director or other key decision-makers at the firm. A well-crafted message expressing your interest in the role and highlighting your experience with HNW clients can make a strong impression.
✨Tip Number 4
Stay updated on industry trends and changes in financial regulations that affect high-net-worth individuals. Being knowledgeable about current issues will not only prepare you for interviews but also demonstrate your commitment to providing top-notch service to clients.
We think you need these skills to ace Senior Financial Planner - Up to £120k basic salary - Brighton Offices
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and complex financial affairs. Use specific examples to demonstrate your expertise in areas like pensions, investments, and tax planning.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth planning and your commitment to providing exceptional client service. Mention your understanding of the firm's values and how you align with their approach to client relationships.
Highlight Relevant Qualifications: Clearly list any relevant qualifications, such as Chartered status or other financial planning certifications. This will help establish your credibility and suitability for the role.
Showcase Your Stability: Emphasise your stable career history in your application. Companies value candidates who have demonstrated loyalty and consistency in their previous roles, especially in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience with HNW Clients
Make sure to highlight your experience working with high-net-worth clients during the interview. Discuss specific cases where you've successfully managed complex financial affairs, as this is crucial for the role.
✨Demonstrate Your Knowledge of Financial Products
Be prepared to discuss various financial products and strategies, including pensions, investments, and tax planning. Showing a deep understanding of these areas will impress the interviewers and demonstrate your expertise.
✨Emphasise Client Relationships
Since the firm values long-standing client relationships, share examples of how you've built and maintained strong connections with clients in your previous roles. This will show that you align with their philosophy of prioritising client service over targets.
✨Prepare Questions About the Firm's Culture
Research the firm's culture and values, and prepare thoughtful questions to ask during the interview. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
