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For Companies At a Glance
- Tasks: Manage a £20m client portfolio and source new clients through referrals and business development.
- Company: Join a leading regional financial planning practice with strong local connections.
- Benefits: Enjoy an excellent salary, executive benefits, and dedicated technical support.
- Why this job: Be part of a dynamic team, make a real impact, and grow your financial expertise.
- Qualifications: Proficiency in complex financial matters and a passion for client service are essential.
- Other info: Opportunity to work closely with a retiring adviser and gain valuable experience.
The predicted salary is between 43200 - 72000 £ per year.
A leading regional financial planning practice is looking for a Financial Planner to join them to take over a portfolio of Private Clients in Glasgow. They have close links with a local accountancy firm, although are not in a joint venture with them. Clients can range 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 approximately £20m to take over. The Financial Planner will also be responsible for sourcing new clients, whether from existing referrals or business development. There is also a professional practice the firm has a relationship with that does not have an internal Financial Planner, and as such, there is business to be worked on.
The firm: A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of approximately £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 an excellent salary and earnings, executive benefits, and technical/paraplanning support.
Financial Advisor employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial sector, especially those connected to accountancy firms. Building relationships 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 knowledgeable about these will help you stand out during interviews and demonstrate your expertise.
✨Tip Number 3
Consider attending local financial planning seminars or workshops in Glasgow. This not only enhances your knowledge but also allows you to meet potential clients and industry peers who could refer business 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 impress potential employers and indicate your commitment to providing top-notch service to clients.
We think you need these skills to ace Financial Advisor
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 ability to manage a portfolio of clients and your experience in sourcing new clients through referrals and business development.
Showcase Your Client Management Skills: Provide examples of how you've successfully managed client portfolios in the past. Highlight any specific achievements or strategies that led to client satisfaction and retention.
Highlight Continuous Professional Development: Mention any relevant CPD activities you have undertaken. This shows your commitment to staying updated in the financial planning field and your dedication to providing compliant and informed advice.
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role, such as IHT, VCT, EIS, and SIPP/SSAS schemes. Being able to discuss these confidently will show your expertise and readiness for the position.
✨Demonstrate Client-Centric Thinking
Prepare to discuss how you would approach understanding a client's needs and how you would tailor your advice accordingly. Use examples from your past experiences to illustrate your ability to build strong client relationships.
✨Showcase Your Business Development Skills
Since sourcing new clients is part of the role, be ready to share your strategies for business development. Discuss any successful methods you've used in the past to attract and retain clients, especially through referrals.
✨Highlight Your Team Collaboration
The role involves working closely with other advisers and technical teams. Be prepared to talk about your experience in collaborative environments and how you can contribute to a team-focused culture while maintaining compliance and up-to-date client files.
