Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a £50M client base, build relationships, and provide financial advice.
- Company: Join a national Chartered IFA firm known for its growth and support.
- Benefits: Enjoy hybrid working, competitive salary, and two types of bonuses.
- Why this job: Great opportunity for career development with autonomy and a supportive culture.
- Qualifications: Must have 2+ years of authorised experience in financial planning.
- Other info: Potential to earn a six-figure salary with performance bonuses.
The predicted salary is between 36000 - 60000 £ per year.
A high calibre national Chartered IFA firm is seeking a Financial Planner to take over a quality client base of £50M across 120 clients in the Sussex region. The role offers a good deal of autonomy, with a hybrid working model, and high levels of support enabling the adviser to spend their time in front of clients, managing existing relationships and building new. This is a firm firmly in growth mode, providing an excellent platform to develop your career over the long term.
The ideal candidate will be a proactive, enthusiastic individual with 2 years+ authorised experience. The firm offers a competitive basic salary plus two types of bonuses (discretionary and formulaic), with a six-figure earnings expected.
Financial Planner - £50M client base to inherit - Chartered IFA, Sussex employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - £50M client base to inherit - Chartered IFA, Sussex
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in Sussex. Attend local finance events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, growth trajectory, and client base. This will help you tailor your conversation and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 3
Prepare to discuss your previous experience in managing client relationships. Highlight specific examples where you've successfully built rapport and trust, as this is crucial for taking over a significant client base.
✨Tip Number 4
Showcase your proactive approach by suggesting ideas on how you would manage and grow the existing client base. This demonstrates your initiative and aligns with the firm's growth mindset.
We think you need these skills to ace Financial Planner - £50M client base to inherit - Chartered IFA, Sussex
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning, especially any work with high-value clients. Emphasise your qualifications and any specific achievements that demonstrate your ability to manage a substantial client base.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your proactive approach and how your experience aligns with their needs. Be sure to include examples of how you've successfully built and maintained client relationships.
Highlight Relevant Qualifications: Since this position requires a Chartered IFA qualification, ensure that you clearly state this in your application. If you have additional certifications or training, mention those as well to strengthen your candidacy.
Showcase Your Client Management Skills: In both your CV and cover letter, provide specific examples of how you've managed client portfolios in the past. Discuss your strategies for client retention and growth, as this will be crucial for taking over the £50M client base.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics. Be prepared to discuss your experience managing client portfolios and how you've contributed to their growth. Familiarise yourself with the £50M client base you'll inherit and think about strategies you could implement.
✨Showcase Your Autonomy
This role offers a good deal of autonomy, so highlight your ability to work independently. Share examples from your previous roles where you successfully managed client relationships without constant oversight, demonstrating your proactive approach.
✨Emphasise Relationship Building
Since the position involves managing existing relationships and building new ones, prepare to discuss your relationship-building skills. Think of specific instances where you've successfully nurtured client relationships and how you plan to do the same with the new client base.
✨Understand the Firm's Growth Vision
Research the firm’s growth strategy and be ready to discuss how you can contribute to it. Show enthusiasm for being part of a growing team and share ideas on how you can help expand the client base further.
