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- Tasks: Provide expert financial advice and build strong client relationships.
- Company: Join a progressive boutique firm with a proven track record of success.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional development.
- Why this job: Be part of a close-knit team focused on lifestyle financial planning and client satisfaction.
- Qualifications: Preferably chartered with experience in financial planning and client management.
- Other info: Long-term career growth opportunities within a supportive environment.
The predicted salary is between 28800 - 48000 £ per year.
Are you an experienced Financial Planner, looking for an employed role with an enviable client bank provided? This role would suit a (preferably) chartered individual, committed to lifestyle financial planning and looking to build a career in a progressive boutique financial planning firm.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser. You will come into an established group of clients, and work with the managing director as they consistently develop business going forward.
Duties for this role will include:
- Provide expert advice on all areas of financial planning.
- Conduct comprehensive review meetings to understand their goals, objectives and financial needs.
- Develop effective sustainable relationships with clients, their families & professional connections.
- Analyse information, conduct research, maintain comprehensive records and prepare financial planning reports.
- Maintain high level of personal development ensuring an up-to-date knowledge of industry trends, regulations, and best practice.
This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. There are also long-term opportunities to be a key part of the wider business. Package will consist of basic plus bonus and benefits.
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Employed (Client bank provided)
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, client base, and recent achievements. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your approach to lifestyle financial planning. Be ready to share examples of how you've successfully built relationships with high-net-worth clients and how you can add value to their existing client bank.
✨Tip Number 4
Stay updated on industry trends and regulations. Being knowledgeable about current market conditions and changes in financial legislation will not only impress your interviewers but also show that you're committed to professional development.
We think you need these skills to ace Financial Planner - Employed (Client bank provided)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, especially any work with high-net-worth clients. Emphasise your qualifications, such as being chartered, and include specific examples of how you've successfully provided financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your passion for lifestyle financial planning and your commitment to building long-term client relationships. Mention why you are interested in this particular firm and how your values align with theirs.
Showcase Your Knowledge: Demonstrate your understanding of current industry trends and regulations in your application. This could be through mentioning recent changes in financial planning or discussing best practices that you follow.
Highlight Personal Development: Mention any ongoing professional development activities, such as courses or certifications, that keep you updated in the financial planning field. This shows your commitment to personal growth and staying informed.
How to prepare for a job interview at Brevere Group
✨Showcase Your Expertise
As a Financial Planner, it's crucial to demonstrate your knowledge in financial planning. Be prepared to discuss your experience with high-net-worth clients and how you've successfully helped them achieve their financial goals.
✨Understand the Firm's Values
Research the boutique financial planning firm thoroughly. Understand their approach to lifestyle financial planning and be ready to explain how your values align with theirs. This shows that you're not just looking for any job, but that you're genuinely interested in being part of their team.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle specific client scenarios. Think about how you would conduct review meetings and build relationships with clients and their families. This will demonstrate your practical skills and readiness for the role.
✨Highlight Continuous Learning
Emphasise your commitment to personal development and staying updated on industry trends. Discuss any recent courses or certifications you've completed, as well as how you plan to continue growing in your career. This shows that you're proactive and dedicated to providing the best service to clients.
