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For Companies At a Glance
- Tasks: Manage a portfolio of private clients and source new business opportunities.
- Company: Join a leading regional financial planning practice with strong local connections.
- Benefits: Enjoy an excellent salary, executive perks, and dedicated technical support.
- Why this job: Be part of a dynamic team, making a real impact on clients' financial futures.
- Qualifications: Proficiency in complex financial matters and a passion for client service required.
- Other info: Opportunity to work closely with experienced advisers and develop your skills.
The predicted salary is between 43200 - 72000 £ per year.
A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need and complexity of work. There is a portfolio of c. £20m to takeover. The Financial Planner will also be responsible for sourcing new clients, be that from existing referrals or business development.
The firm: A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of c.£20m.
Role will include:
- Portfolio reviews with existing clients, working with an existing Financial Planner.
- Working with the retiring adviser on their client portfolio.
- Using cash flow modelling and lifestyle financial planning as required.
- Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD.
- Actively seeking out new client opportunities as required.
In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.
Financial Planner (Private Clients) employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Private Clients)
✨Tip Number 1
Network with local professionals, especially those in accountancy and legal sectors. Building relationships with these individuals can lead to referrals and new client opportunities, which is crucial for a Financial Planner.
✨Tip Number 2
Familiarise yourself with the specific financial products mentioned in the job description, such as IHT, VCT, EIS, and SIPP/SSAS schemes. Being well-versed in these areas will demonstrate your expertise and readiness to handle complex client needs.
✨Tip Number 3
Consider attending local financial planning seminars or workshops. This not only enhances your knowledge but also helps you connect with potential clients and industry peers who may refer clients to you.
✨Tip Number 4
Stay updated on market trends and changes in financial regulations. Showing that you are proactive about your professional development can set you apart from other candidates and reassure potential clients of your commitment to their financial wellbeing.
We think you need these skills to ace Financial Planner (Private Clients)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with private clients. Emphasise your skills in cash flow modelling and understanding complex financial matters like IHT, VCT, EIS, and SIPP/SSAS schemes.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your experience with client portfolios and your ability to source new clients. Show how your background aligns with their needs and values.
Showcase Your Client Management Skills: Provide examples of how you've successfully managed client relationships in the past. Highlight any experience you have in portfolio reviews and working alongside other financial planners, as this is crucial for the role.
Highlight Continuous Professional Development: Mention any relevant qualifications or CPD activities that demonstrate your commitment to staying updated in the financial planning field. This shows the firm that you are proactive about your professional growth.
How to prepare for a job interview at Ferguson Dean
✨Know Your Numbers
As a Financial Planner, you'll need to demonstrate your understanding of financial concepts and figures. Brush up on key metrics related to portfolio management, cash flow modelling, and the specific schemes mentioned in the job description, such as IHT, VCT, EIS, and SIPP/SSAS.
✨Showcase Your Client Management Skills
Be prepared to discuss your experience with managing client portfolios. Highlight any previous roles where you successfully maintained and grew client relationships, especially in a private client context. Use examples that illustrate your ability to understand complex client needs.
✨Demonstrate Business Development Acumen
Since sourcing new clients is part of the role, come equipped with ideas on how you would approach business development. Discuss any past successes in generating leads or referrals, and be ready to share your strategies for expanding the client base.
✨Engage with the Team
The role involves working closely with existing advisers and technical teams. Show your willingness to collaborate by discussing how you’ve worked in teams before. Emphasise your communication skills and how you can contribute to a positive team dynamic.
