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- Tasks: Join a dynamic team as a Senior Financial Planner, managing high-net-worth clients and complex financial cases.
- Company: Work with a leading independent financial advisory firm known for its exceptional client relationships.
- Benefits: Enjoy hybrid working, a discretionary bonus, 25 days leave, and a strong pension contribution.
- Why this job: This role offers great earning potential and the chance to work with a respected team in finance.
- Qualifications: Chartered or nearing completion, with experience in regulated advice and strong client service skills.
- Other info: Study support for Chartered qualifications and a wellbeing programme to enhance your work-life balance.
The predicted salary is between 54000 - 126000 £ per year.
I’m currently partnering with a leading independent financial advisory firm that is seeking an experienced Senior Financial Planner to join their office in Exeter. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.
Requirements:
- Chartered or nearing completion of.
- Experience of giving regulated advice and ideally CAS / SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to self-motivate.
What’s on Offer:
- Hybrid/Flexi working
- Discretionary bonus + strong commission structure
- 25 days annual leave + bank holidays
- 6% pension contribution
- Wellbeing programme
- Death in service 4x gross salary
- Study support to Chartered
If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please reach out in confidence to Samantha.durbridge@idexconsulting.com
Financial Advisor (Exeter) employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Exeter)
✨Tip Number 1
Network with professionals in the financial advisory sector, 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 in wealth management and financial planning. Being knowledgeable about current market conditions and innovative strategies will help you stand out during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your experience with complex financial cases and high-net-worth clients in detail. Be ready to share specific examples that highlight your client service skills and ability to build long-term relationships.
✨Tip Number 4
Showcase your passion for financial planning by discussing any additional certifications or training you are pursuing. This demonstrates your commitment to professional growth and aligns with the firm's emphasis on self-motivation.
We think you need these skills to ace Financial Advisor (Exeter)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, particularly with high-net-worth clients. Emphasise any relevant qualifications, such as being Chartered or nearing completion, and showcase your track record in managing complex financial cases.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial advising and your proactive approach. Mention specific examples of how you've provided exceptional client service and built long-term relationships with clients.
Highlight Relevant Skills: In your application, clearly outline your skills related to regulated advice, client management, and financial strategies. Use keywords from the job description to demonstrate that you meet their requirements.
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 advisory field.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Expertise
As a Senior Financial Planner, it's crucial to demonstrate your knowledge and experience in managing high-net-worth clients. Be prepared to discuss specific cases where you've successfully navigated complex financial situations and how your advice led to positive outcomes.
✨Emphasise Client Relationships
This firm values long-term relationships with clients. During the interview, share examples of how you've built and maintained strong client connections in the past. Highlight your client service skills and your proactive approach to meeting their needs.
✨Prepare for Regulatory Questions
Given the importance of regulated advice in this role, brush up on relevant regulations and be ready to discuss your experience with compliance. If you have your Chartered status or are nearing completion, make sure to mention it as it shows your commitment to professional development.
✨Demonstrate Passion and Motivation
The firm is looking for someone who is passionate and self-motivated. Convey your enthusiasm for financial planning and how you stay motivated in your work. Share any personal initiatives or projects that showcase your drive and dedication to the field.
