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- Tasks: Manage financial planning for high-net-worth clients without needing to generate new business.
- Company: A leading financial advisory firm serving clients across London and Surrey.
- Benefits: Competitive salary of £70k - £80k plus bonuses, with opportunities for professional growth.
- Why this job: Join a dynamic team focused on impactful financial advice for diverse clients.
- Qualifications: 3-5 years experience in wealth planning; Chartered status preferred but not essential.
- Other info: Familiarity with Intelligent Office, Xplan, or FE Analytics is a plus.
The predicted salary is between 60000 - 84000 £ per year.
Manage a servicing role with no need to generate new business.
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup, they manage the affairs of 300 clients (£350m AUM) with assets ranging from £500k to multiple millions.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes.
The Managing Director is creating a brand-new role for a Financial Planner with 3 - 5 years of experience who will manage clients.
This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. Knowledge of Intelligent Office, Xplan or FE Analytics would be helpful.
Salary: £70k - £80k (negotiable) + bonuses.
Financial Service Planner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Planner
✨Tip Number 1
Network with professionals in the financial planning industry, 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 company culture.
✨Tip Number 2
Familiarise yourself with the specific financial tools mentioned in the job description, such as Intelligent Office, Xplan, or FE Analytics. Consider taking short courses or tutorials to enhance your proficiency, which will demonstrate your commitment to the role.
✨Tip Number 3
Research the latest trends and regulations in financial planning, particularly those affecting high-net-worth individuals. Being well-informed will allow you to engage in meaningful conversations during interviews and showcase your expertise.
✨Tip Number 4
Prepare to discuss your previous experience in managing client portfolios and how you've successfully navigated complex financial situations. Highlighting your problem-solving skills and client management abilities will be crucial in demonstrating your fit for this role.
We think you need these skills to ace Financial Service Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially if you have worked in independent wealth planning firms. Emphasise any relevant qualifications, such as Chartered status or progress towards it.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in this specific role and how your background aligns with the company's needs. Mention your experience with pensions, investments, and tax planning to demonstrate your suitability.
Showcase Relevant Skills: If you have experience with Intelligent Office, Xplan, or FE Analytics, make sure to mention these tools in your application. Highlighting your familiarity with these systems can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your 3-5 years of experience in financial planning. Discuss specific cases where you've successfully managed client portfolios, especially those similar to the high-net-worth individuals they serve.
✨Demonstrate Technical Knowledge
Familiarise yourself with Intelligent Office, Xplan, and FE Analytics. Be prepared to discuss how you have used these tools in your previous roles to enhance client service and streamline processes.
✨Understand Their Client Base
Research the types of clients they work with, such as retirees and SME owners. Be ready to explain how your approach to financial planning can cater to their specific needs and challenges.
✨Express Your Aspirations
If you're working towards Chartered status, make this known during the interview. Discuss your commitment to professional development and how it aligns with their values and goals.
