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- Tasks: Join a dynamic team to influence financial planning strategies and client growth.
- Company: A fast-growing UK/US financial planning start-up with a focus on client empowerment.
- Benefits: Enjoy flexible working, 25 days holiday, private medical insurance, and support for further qualifications.
- Why this job: Be part of a unique culture where your voice matters and make an impact in the finance sector.
- Qualifications: Must hold dual qualifications in US and UK financial planning with two years of relevant experience.
- Other info: No CV? No problem! Just reach out and we can sort that later.
The predicted salary is between 60000 - 85000 £ per year.
As much as you love the job, life at work is frustrating when you don't feel you have a voice. At this niche UK/US financial planning business you won't face those frustrations. One of the benefits of joining a small, start-up outfit like this is that you'll have a say in how they grow. A seat at the table to have an influence over proposition, strategy and culture. And an invaluable lesson in how to run and scale a business.
There's already plenty to build on. They were only set up a couple of years ago and they've already grown AUM to an impressive figure. With a steady flow of referrals and leads from professional connections, they're going to need an extra planner to cope with demand.
You'll work alongside the MD who set up and oversaw such impressive growth. Supported by a specialist paraplanner, you'll work with existing clients and build client numbers. As for the clients, 50% of them are from the entertainment sector, including sports stars and musicians. The other 50% are business owners/leaders.
Proposition wise you'll be independent. You’ll have a full range of solutions at your disposal e.g. VCT, EIS, mortgages and protection.
Salary is up to £85,000 and there are two bonus schemes. One is based on quality/values, the other on performance. Your targets will be tailored to you and agreed with you at the outset.
As for other benefits:
- Support with further qualifications, including study leave
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- The ability and support to work flexibly where appropriate
- Cycle to Work Scheme
- Private Medical Insurance (Bupa)
HERE'S WHAT YOU'LL NEED:
You'll hold dual qualifications in the US and UK and have at least two years experience in cross-border financial planning. You'll also have a strong understanding of US and UK tax regimes and regulations. These are must-haves. Cross-border financial planning is a niche area requiring expertise and it's vital for this business that you have it.
Ready to take your expertise to another level? Click apply. If you don't have a CV don't worry. Send us a way of contacting you and we can come to the CV later. Everyone will receive a response.
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner UK/US planning
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who have experience in cross-border planning. Attend industry events or webinars to connect with potential colleagues and learn more about the niche market.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in both UK and US financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Consider reaching out to current employees of the company through LinkedIn. Ask them about their experiences and insights into the company culture, which can help you tailor your approach during the interview process.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully navigated cross-border financial planning challenges in the past. Highlighting your practical experience will set you apart from other candidates.
We think you need these skills to ace Financial Planner UK/US planning
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your dual qualifications in the US and UK, along with your two years of experience in cross-border financial planning. This is crucial for the role.
Showcase Your Knowledge: Demonstrate your understanding of US and UK tax regimes and regulations in your application. Use specific examples to illustrate your expertise in these areas.
Tailor Your Application: Customise your CV and cover letter to reflect the unique aspects of this niche financial planning business. Mention how you can contribute to their growth and culture.
Express Your Interest in Flexibility: Since the company offers flexible working arrangements, mention your willingness to work flexibly and how it aligns with your work style. This shows you are a good fit for their culture.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Showcase Your Dual Qualifications
Make sure to highlight your dual qualifications in the US and UK during the interview. This is a must-have for the role, so be prepared to discuss how your expertise in cross-border financial planning can benefit the company.
✨Demonstrate Your Understanding of Tax Regimes
Be ready to talk about your knowledge of US and UK tax regimes and regulations. Providing specific examples of how you've navigated these complexities in past roles will show that you are well-equipped for the challenges of this position.
✨Emphasise Your Client Management Skills
Since you'll be working with high-profile clients from the entertainment sector and business leaders, it's important to demonstrate your client management skills. Share experiences where you've successfully built and maintained client relationships, especially in a niche market.
✨Express Your Interest in Company Growth
This role offers a unique opportunity to influence the company's growth. Show your enthusiasm for being part of a start-up environment by discussing how you can contribute to their strategy and culture, and how you envision your role in shaping the future of the business.
