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For Companies At a Glance
- Tasks: Lead financial planning for high-profile clients and grow your client portfolio.
- Company: Join a top-tier wealth management firm known for its excellent reputation.
- Benefits: Enjoy hybrid work options and a strong focus on work/life balance.
- Why this job: Be part of a collaborative culture that values individual contributions and offers career growth.
- Qualifications: Must be Level 4 qualified or nearing Chartered/Certified Financial Planner status.
- Other info: Opportunity to work with HNW and UHNW clients on complex financial cases.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Role
Nigel James Associates are partnered with a standout wealth management company who have a great reputation in the industry, to help them secure a senior level appointment into their financial planning team. This particular role comes with a proportion of a client portfolio consisting of some of the biggest clients in the business. Alongside providing financial advice to your existing clients you will be required to grow your client book through business development, via client referrals, and internal/external networking with stakeholders and professional introducers.
Requirement
You will be a Level 4 qualified professional, or close to Chartered and/or Certified Financial Planner. You must be technically astute but commercial in your approach. You will be used to providing full holistic financial planning advice to HNW and UHNW clients. You will enjoy getting into the details of complex cases/advice.
Why join?
Our client has a hybrid working policy in place and believe that a work/life balance is important. They have a great culture which they continually strive to improve. They ask that their employees work in a collaborative manner not just within their teams but also across the wider business and also recognise individual efforts. There is plenty of scope for career progression on offer and our client believes in rewarding great talent.
What next?
If you believe this role could be for you then please either apply or get in touch to find out more!
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Director, Financial Planner employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Financial Planner
✨Tip Number 1
Network strategically within the wealth management industry. Attend industry events, webinars, and local meetups to connect with potential clients and other financial professionals. Building relationships can lead to valuable referrals and insights into the company culture.
✨Tip Number 2
Showcase your expertise in holistic financial planning during conversations. Be prepared to discuss complex cases you've handled and how you approached them. This will demonstrate your technical skills and commercial mindset, which are crucial for this role.
✨Tip Number 3
Research the company’s values and culture thoroughly. Understanding their collaborative approach and commitment to work/life balance will help you align your discussions and show that you’re a great fit for their team.
✨Tip Number 4
Prepare thoughtful questions about their client portfolio and business development strategies. This shows your genuine interest in the role and helps you assess how you can contribute to their success while growing your own client book.
We think you need these skills to ace Director, Financial Planner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Highlight your experience in financial planning, especially with HNW and UHNW clients.
Tailor Your CV: Customize your CV to reflect your qualifications, particularly your Level 4 certification or progress towards Chartered/Certified Financial Planner status. Emphasize your technical skills and commercial approach.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to grow a client portfolio. Mention specific examples of how you've successfully developed business through networking and referrals.
Highlight Collaborative Experience: In your application, emphasize your ability to work collaboratively across teams. Provide examples of how you have contributed to a positive team culture and recognized individual efforts in previous roles.
How to prepare for a job interview at Nigel James Associates Ltd
✨Showcase Your Technical Expertise
As a candidate for a senior financial planning role, it's crucial to demonstrate your technical knowledge. Be prepared to discuss complex financial scenarios and how you've successfully navigated them in the past.
✨Highlight Business Development Skills
Since growing your client book is a key part of this role, share specific examples of how you've successfully developed new business through networking and referrals. This will show your proactive approach to client acquisition.
✨Emphasize Collaborative Work Style
The company values collaboration across teams. Be ready to discuss instances where you've worked effectively with others, highlighting your ability to build relationships with stakeholders and professional introducers.
✨Express Your Commitment to Work-Life Balance
With a hybrid working policy in place, it's important to convey your understanding of work-life balance. Share how you manage your time effectively while maintaining high performance in your role.
