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For Companies At a Glance
- Tasks: Help clients manage their wealth and develop tailored financial strategies.
- Company: Join a reputable Chartered Financial Planning firm with a strong presence across the UK.
- Benefits: Enjoy in-house support, a collaborative environment, and opportunities for professional growth.
- Why this job: This role offers a chance to work with high-net-worth clients and advance your career.
- Qualifications: Must have experience as a Financial Planner and be open to pursuing Chartered status.
- Other info: Ideal candidates should be located along the M4 corridor, covering Wiltshire and London.
The predicted salary is between 36000 - 60000 £ per year.
Fram are working with a Chartered Financial Planning firm with offices across the UK. Our client is looking for a Financial Planner with a couple of years’ experience as part of a succession plan to take over a client bank covering Wiltshire and London. The role is employed, you will work with the current advisor and slowly meet and develop relationships with their client book, to eventually take at least half of that book over. This firm has an excellent reputation, clients are HNW with an average client size of £1m plus. The firm has in-house paraplanning and administration support. This is a great opportunity for someone who has been advising for a few years but wants to move to a role with a higher level of client wealth. As a Chartered firm, they would like the advisor to be open to working toward Chartered.
The role is to provide clients with specialist advice on how to manage their money. It will involve researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs.
Responsibilities include:
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Researching information from various sources, including providers of financial products
- Reviewing and responding to clients' changing needs and financial circumstances
- Keeping up to date with financial products and legislation
A successful candidate will be an experienced Financial Planner happy to work towards Chartered status. They should have experience of growing and managing a diverse client bank and be based along the M4 corridor as clients are based between Wiltshire and London.
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in or around Wiltshire and London. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth individuals (HNWIs). Understanding their unique financial goals and concerns will allow you to tailor your approach and demonstrate your value as a Financial Planner.
✨Tip Number 3
Stay updated on the latest financial products and legislation that affect HNWIs. This knowledge will not only enhance your credibility but also enable you to provide informed recommendations to clients, showcasing your expertise.
✨Tip Number 4
Consider seeking mentorship from experienced advisors within the firm or industry. Learning from their experiences can provide valuable insights into client management and succession planning, which is crucial for this role.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Planner. Focus on your achievements, particularly in managing client relationships and growing a client bank. Mention any qualifications or progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the high-net-worth client market. Explain why you are interested in this specific role and how your skills align with the firm's needs.
Highlight Relevant Experience: In your application, emphasise your experience in conducting financial reviews, analysing client circumstances, and designing financial strategies. Use specific examples to demonstrate your ability to meet clients' needs effectively.
Showcase Your Research Skills: Mention your ability to research the marketplace and stay updated with financial products and legislation. This is crucial for providing clients with the best advice. Include any tools or methods you use to keep informed.
How to prepare for a job interview at Fram Search
✨Know Your Client Base
Familiarise yourself with the types of high-net-worth clients the firm serves. Understand their needs and preferences, as this will help you demonstrate your ability to build relationships and provide tailored financial advice during the interview.
✨Showcase Your Experience
Be prepared to discuss your previous experience in financial planning, particularly any successes you've had in managing a client bank. Highlight specific examples where you've helped clients achieve their financial goals, as this will illustrate your capability and confidence.
✨Research the Firm
Take the time to learn about the firm's reputation, values, and services. Being able to articulate why you want to work for them and how you align with their mission will show your genuine interest and commitment to the role.
✨Prepare for Technical Questions
Expect questions related to financial products, market trends, and regulatory changes. Brush up on your knowledge of current financial legislation and be ready to discuss how you would approach various client scenarios to demonstrate your expertise.
