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- Tasks: Join our team as a Financial Planner, driving growth and managing client relationships.
- Company: Synchronicity Financial Services partners with a leading wealth manager in Exeter.
- Benefits: Enjoy hybrid work, a competitive salary, bonuses, and comprehensive support.
- Why this job: This role offers clear progression, leadership opportunities, and a chance to make an impact.
- Qualifications: 4+ years of financial planning experience and a client following or introducer relationships required.
- Other info: Flexible roles available at Associate Director, Director, or Partner level.
The predicted salary is between 48000 - 84000 £ per year.
Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter office.
As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity.
You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible.
This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.
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Financial Planner - Director/Partner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Director/Partner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working with wealth managers. Attend industry events and seminars to make connections that could lead to introductions or referrals.
✨Tip Number 2
Leverage your existing client relationships by reaching out to them and discussing your potential move. If you have a strong following, they may be willing to follow you to your new role, which can significantly strengthen your application.
✨Tip Number 3
Research the specific wealth management firm you're applying to. Understand their values, services, and client base so you can tailor your discussions to show how your experience aligns with their goals.
✨Tip Number 4
Prepare to discuss your vision for growth and how you plan to contribute to the firm's success. Highlight any innovative ideas you have for attracting new clients or enhancing service delivery, as this will demonstrate your ambition and strategic thinking.
We think you need these skills to ace Financial Planner - Director/Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial planning experience, particularly the 4+ years required. Emphasise any client following or introducer relationships you have, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and ambition. Discuss how your experience aligns with the company's goals and mention your understanding of the wealth management industry.
Highlight Relevant Achievements: In your application, include specific examples of your past successes in financial planning. Quantify your achievements where possible, such as the amount of assets under management (AUM) you've handled.
Showcase Your Client Relationships: If you have a client following or established introducer relationships, make sure to detail these in your application. This will demonstrate your potential value to the company and your ability to contribute to their growth.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Experience
Make sure to highlight your 4+ years of financial planning experience during the interview. Be prepared to discuss specific cases where you've successfully managed client portfolios, as this will demonstrate your capability and expertise.
✨Discuss Your Client Relationships
Since a significant part of the role involves bringing in a client following, be ready to talk about your existing relationships and how you plan to leverage them. Mention any introducer relationships that could benefit the company.
✨Understand the Business Model
Familiarise yourself with the wealth management industry and the specific business model of Synchronicity Financial Services. This knowledge will help you articulate how you can contribute to their growth and align with their goals.
✨Prepare Questions
Have insightful questions ready for the interviewers. Inquire about the company's growth plans, the support they provide for new business avenues, and how they envision the role evolving into a player/manager position in the future.
