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- Tasks: Provide tailored financial planning and wealth management to high-net-worth clients.
- Company: Join a prestigious Derby-based financial planning firm with a strong professional services background.
- Benefits: Enjoy a competitive salary, flexible working options, and a comprehensive benefits package.
- Why this job: This role offers growth potential towards a leadership position while working with an established client base.
- Qualifications: Must hold QCF level 4 Diploma and have experience in private wealth advisory.
- Other info: Applications reviewed within 24 hours; visit our website for more opportunities.
The predicted salary is between 55000 - 85000 £ per year.
A prestigious, Derby based Financial Planning firm who are part of a larger professional services group are looking to attract an experienced (and ideally Chartered) Financial Planner to their team. This will be someone who has ambitions to step into a 'head of' type role short-term. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank; with experience managing HNW, private clientele very much key to being successful in this role.
Office Location: Derby
Hybrid/Home Working: Yes - Flexible
Package: £65-75k base DOE & full company benefits
Key Benefits: Pension, 2xDIS and a full flexible benefits package
Holidays: 25 days holiday + stats
The Role: To provide high-quality financial planning and wealth management services to an existing portfolio of private wealth clients, while also generating new business through warm, in-house leads:
- Deliver independent financial advice across various areas focusing on high value investments and trust work
- Conduct comprehensive client meetings to understand their financial position, objectives, and risk appetite.
- Create and present tailored financial plans and recommendations based on individual client needs.
- Monitor and adjust client portfolios regularly to ensure they remain aligned with financial goals.
- Utilise cashflow modelling to build comprehensive financial plans, updating them in line with review schedules and life changes.
- Ensure all advice complies with current financial regulations and industry best practices.
- Maintain accurate records of client interactions, advice provided, and portfolio management activities.
- Foster and nurture long-term client relationships, offering continuous support and financial guidance.
- Conduct regular financial reviews with clients and make appropriate adjustments as needed.
- Confidently manage client reviews both remotely and in person.
The Person: You must be QCF level 4 Diploma qualified as a minimum, hold CAS and come with private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM.
Are you wanting:
- An established client-base to inherit and service?
- Attractive earning potential and client-base growth opportunities?
- A focused team-lead type opportunity aimed at progressing towards Partner level?
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Financial Planner employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd 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 or have connections to Derby. Attend local finance events or webinars to meet potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Research the latest trends in wealth management and high-net-worth client servicing. Being knowledgeable about current market conditions and investment strategies will help you stand out during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your experience with cashflow modelling and how you've successfully managed client portfolios in the past. Be ready to share specific examples that demonstrate your ability to align financial plans with clients' goals.
✨Tip Number 4
Showcase your client relationship management skills by preparing anecdotes that highlight your ability to foster long-term relationships and provide ongoing support. This will be crucial in demonstrating your fit for a client-centric role.
We think you need these skills to ace Financial Planner
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 your QCF level 4 Diploma and CAS, to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ambition to step into a leadership role. Mention specific experiences that align with the job description, such as managing client portfolios and conducting comprehensive client meetings.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as cashflow modelling, compliance with financial regulations, and relationship management. Use examples from your past work to illustrate these skills effectively.
Follow Application Instructions: Ensure you send your application to the correct contact, Chris at CB3 Associates Ltd, and adhere to any specified formats or additional requirements mentioned in the job listing. This shows attention to detail and professionalism.
How to prepare for a job interview at CB3 Associates Ltd
✨Showcase Your Expertise
As a 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 provided tailored financial advice and how you navigated complex financial situations.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. This will help you align your answers with what they are looking for in a candidate. Showing that you understand their approach to client relationships and wealth management can set you apart.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge in financial planning and investment strategies. Brush up on current regulations and best practices in the industry, as well as any recent changes that may affect high-net-worth clients.
✨Demonstrate Relationship-Building Skills
Since the role involves nurturing long-term client relationships, be ready to share examples of how you've built trust and rapport with clients in the past. Highlight your communication skills and ability to provide ongoing support and guidance.
