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- Tasks: Help clients with pensions, investments, and retirement planning while managing existing relationships.
- Company: Join a dynamic independent wealth planning firm serving high-net-worth clients in London and Surrey.
- Benefits: Enjoy a full-time role with opportunities for professional growth and client referrals.
- Why this job: Make a real impact on clients' financial futures in a supportive and collaborative environment.
- Qualifications: 18 months to 2 years of advising experience preferred; working towards Chartered status is a plus.
- Other info: Contact peter@financialdivisions.co.uk for more details or other opportunities.
The predicted salary is between 36000 - 60000 £ per year.
This role is for a Financial Planner at an independent wealth planning firm servicing high-net-worth (HNW) retirees, accumulators, local families, and SME owners across London and Surrey.
Responsibilities:
- Consult on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
- Manage existing clients and generate new business.
- Provide dedicated admin and paraplanning support.
Qualifications:
- 18 months to 2 years of advising experience preferred (more senior advisers will be considered).
- Background in either an independent or restricted wealth planning firm.
- Preferably working towards Chartered status.
- Knowledge of FE Analytics is helpful.
The business has sufficient clients to maintain 5-6 appointments per week, with referrals from estate agencies, accountants, and solicitors.
If this role sounds of interest or for other roles, please contact: peter@financialdivisions.co.uk
Financial Planner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
peter@financialdivisions.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the finance industry, especially those who work with high-net-worth clients. Attend local finance events or seminars in London and Surrey to meet potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific needs of HNW clients. Research common financial concerns they face, such as tax planning and retirement strategies, to demonstrate your understanding during interviews.
✨Tip Number 3
Consider obtaining additional qualifications that align with the role, such as working towards Chartered status. This shows your commitment to professional development and can set you apart from other candidates.
✨Tip Number 4
Utilise platforms like LinkedIn to connect with current employees at the firm. Engaging with them can provide insights into the company culture and may even lead to a referral for your application.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with high-net-worth clients. Emphasise any advising experience you have and mention your 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 needs of HNW clients. Mention specific skills like pensions, investments, and tax planning that align with the job description.
Highlight Relevant Skills: In your application, emphasise skills such as cashflow modelling and client management. If you have experience with FE Analytics, make sure to include that as it’s mentioned as helpful in the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the finance sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing, such as pensions, investments, and tax planning. Be prepared to explain how these products can benefit high-net-worth clients.
✨Demonstrate Client Management Skills
Since the role involves managing existing clients and generating new business, be ready to share examples of how you've successfully built and maintained client relationships in the past.
✨Showcase Your Analytical Skills
As cashflow modelling and retirement planning are key responsibilities, highlight your analytical skills. Discuss any relevant tools or software you've used, like FE Analytics, to support your financial planning.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about how you would handle specific client situations, such as a sudden market downturn or a client's change in financial goals.
