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- Tasks: Join our team as a Financial Planner, managing high net worth clients and building new relationships.
- Company: Be part of a fast-growing, award-winning financial planning firm with a holistic approach.
- Benefits: Enjoy a competitive salary up to £65k, excellent bonuses, and flexible home/office working options.
- Why this job: This is a unique opportunity to inherit an existing client bank and achieve six-figure potential.
- Qualifications: Candidates should have financial planning experience, be FCA registered, and hold a relevant diploma.
- Other info: Full paraplanning and admin support provided; ideal for those in the West Midlands.
The predicted salary is between 46800 - 78000 £ per year.
Your shortlisted jobs will appear here. To view your shortlist:Login OrRegister Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role (newly created) is located for their Birmingham office and surrounding areas (one of 50+ national hubs and still growing) servicing existing high net worth clients as well as building on new client activity. Due to an exiting, Senior Director/Adviser there is an existing client bank to inherit, 120+ clients/households. Further details will be discussed on application regarding inherited AUM and recurring/on-going income but this will be highly attractive. Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients. Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry. This opportunity is employed only (salary ideally up to £65k) with excellent bonuses available through initial fee/new business and recurring income. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential. Full Paraplanning/Admin support will be offered from the existing team/offices. Applicants will ideally be from the West Midlands area to service the wider client bank. Home and office working is of course fully supported. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response #J-18808-Ljbffr
Financial Planner employer: Austin Fraser
Contact Detail:
Austin Fraser Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in Birmingham or the West Midlands. Attend local finance events or webinars to make connections and learn more about the market.
✨Tip Number 2
Research the company thoroughly. Understand their values, services, and recent achievements. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your track record in financial planning, particularly focusing on pension, investment, and protection advice. Be ready to share specific examples of how you've successfully managed client relationships and delivered results.
✨Tip Number 4
Consider reaching out to current employees at the firm via LinkedIn. Ask them about their experiences and any tips they might have for standing out as a candidate. This can provide valuable insights and potentially give you an edge in the application process.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and wealth advisory. Focus on your qualifications, such as CAS and FCA registration, and showcase your track record with pension, investment, and protection advice.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your enthusiasm for the role but also demonstrates your understanding of the company's holistic approach to financial services. Mention how your experience aligns with their needs and how you can contribute to their growth.
Highlight Client Management Skills: Since this role involves servicing high net worth clients, emphasise your client management skills and any experience you have in building and maintaining client relationships. Provide examples of how you've successfully managed client portfolios in the past.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Austin Fraser
✨Know Your Numbers
As a Financial Planner, you should be well-versed in financial metrics and performance indicators. Be prepared to discuss your past achievements in terms of client growth, assets under management (AUM), and any relevant financial products you've successfully advised on.
✨Demonstrate Holistic Understanding
Since the role involves providing a holistic service, showcase your ability to integrate various aspects of financial planning. Prepare examples where you've successfully combined investment, pension, and protection advice to meet clients' needs.
✨Client Relationship Focus
Highlight your experience in managing high net worth clients. Discuss how you've built and maintained relationships, as well as your approach to understanding and addressing their unique financial goals.
✨Stay Updated on Industry Trends
The financial planning industry is constantly evolving. Show that you're proactive by discussing recent trends or changes in regulations that could impact your clients. This demonstrates your commitment to providing informed and relevant advice.
