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- Tasks: Join a dynamic team to provide holistic financial planning and client onboarding.
- Company: Be part of a leading regional IFA firm with a strong reputation in Manchester.
- Benefits: Enjoy a competitive salary, executive benefits, and bonus opportunities.
- Why this job: Make a real impact by advising high-net-worth clients and developing lasting relationships.
- Qualifications: Diploma Level 4 required; experience with HNW and UHNW clients preferred.
- Other info: Confidential discussions available for interested candidates.
The predicted salary is between 48000 - 72000 £ per year.
A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the £500k to £10m space.
Package: You will receive competitive salary, executive benefits, paraplanning, client portfolio and bonus.
The company: A leading regional IFA firm.
Role:
- Presenting the proposition to clients and onboarding new business
- Identification of clients in the region and actively developing these
- Working with professional introducers, both established and in the nascent stage
- Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required
- Working with the paraplanning and administration team
- Working with external DFMs as necessary
- Attending client meetings as required
The candidate:
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Experience of working with HNW and UHNW clients
- Developing and maintaining client relationships
Next steps: Contact via email below for confidential discussion and review of opportunity and process.
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Jobs
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend local finance events or seminars in Manchester to meet potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific needs of HNW and UHNW clients. Understanding their unique financial goals and challenges will help you tailor your approach when discussing your experience and strategies during interviews.
✨Tip Number 3
Research the firm thoroughly, including their recent successes and client testimonials. This knowledge will allow you to engage in meaningful conversations about how you can contribute to their ongoing success.
✨Tip Number 4
Prepare to discuss your experience with onboarding new business and developing client relationships. Be ready to share specific examples that demonstrate your ability to manage and grow a portfolio effectively.
We think you need these skills to ace Financial Planner Jobs
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific requirements and responsibilities of the Financial Planner position. Tailor your application to highlight how your experience aligns with their needs.
Highlight Relevant Experience: Emphasise your experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Provide examples of how you've successfully developed client relationships and presented financial propositions.
Showcase Qualifications: Make sure to mention your Diploma Level 4 and any progress towards Chartered status. This is crucial for demonstrating your qualifications and commitment to professional development.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in this specific role at the firm. Discuss your approach to holistic financial planning and how you can contribute to their success.
How to prepare for a job interview at Ferguson Dean
✨Showcase Your Expertise
Make sure to highlight your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Prepare specific examples of how you've successfully managed portfolios and provided holistic financial advice in the past.
✨Understand the Firm's Proposition
Research the firm's unique selling points and their approach to financial planning. Be ready to discuss how you can contribute to their success and align with their values, especially regarding corporate planning and employee benefits.
✨Demonstrate Relationship-Building Skills
Since the role involves developing and maintaining client relationships, prepare to discuss your strategies for building rapport with clients and professional introducers. Share examples of how you've nurtured these relationships in previous roles.
✨Prepare Questions for the Interviewers
Have insightful questions ready to ask about the firm’s future plans, the team dynamics, and how they support their advisers. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
