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- Tasks: Join a team to manage a £30m portfolio and provide holistic financial advice.
- Company: A prestigious Chartered Financial Planning firm specializing in high-net-worth clients.
- Benefits: Enjoy a competitive salary of £60k-£70k, bonuses, and executive benefits.
- Why this job: Great opportunity to work with HNW/UHNW clients and develop your financial planning skills.
- Qualifications: Must have Diploma Level 4; experience with HNW clients is preferred.
- Other info: All paraplanning and admin support provided, allowing you to focus on client relationships.
A leading Chartered Financial Planning firm in Cheshire are looking to appoint a Financial Planner to join them. They are a three Partner firm who five advisers and are looking for the successful individual to step into a portfolio of c. £30m. Clients are all Private Client, broadly from £250k to £3m. All paraplanning and administration would be provided, with earnings of c. £100k plus for the righ individual. Package * You will receive leading salary (£60k- £70k) executive benefits, bonus and package The company * A prestigious Chartered Financial Planning firm covering the HNW/UHNW space Role * Presenting the proposition to clients and onboarding new business * Identification of clients in the region and actively developing these * Working with professional introducers, both established and in the nascent stage * Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required * Working with the paraplanning and administration team * Working with external DFMs as necessary * Attending client meetings as required The candidate * Diploma Level 4 as a minimum, ideally working towards Chartered * Experience of working with HNW and UHNW clients * Developing and maintaining client relationships Next steps * Contact via email below for confidential discussion and review of opportunity and process
Financial Planner employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend local finance events or seminars in Cheshire to meet potential colleagues and clients.
✨Tip Number 2
Familiarize yourself with the specific needs and preferences of HNW and UHNW clients. Understanding their lifestyle planning requirements will help you tailor your approach during client meetings.
✨Tip Number 3
Consider reaching out to professional introducers in your area. Building relationships with accountants, solicitors, and other financial professionals can lead to valuable referrals and new business opportunities.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your credibility but also enable you to provide informed advice to your clients.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Emphasize any relevant qualifications, such as your Diploma Level 4, and any progress towards Chartered status.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your ability to develop and maintain client relationships. Mention specific examples of how you've successfully onboarded new business or worked with professional introducers.
Showcase Your Skills: Highlight your skills in presenting propositions to clients and providing holistic lifestyle planning advice. Use concrete examples to demonstrate your expertise in reviewing client portfolios and working with paraplanning teams.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Ferguson Dean
✨Showcase Your Experience with HNW/UHNW Clients
Make sure to highlight your previous experience working with high-net-worth and ultra-high-net-worth clients. Share specific examples of how you've successfully managed their portfolios and provided tailored financial advice.
✨Demonstrate Your Knowledge of Financial Planning
Be prepared to discuss your understanding of financial planning principles, especially in relation to lifestyle planning. Familiarize yourself with the latest trends and strategies in the industry to impress your interviewers.
✨Emphasize Relationship Building Skills
Since maintaining client relationships is crucial for this role, be ready to talk about how you develop and nurture these connections. Provide examples of how you've built trust and rapport with clients in the past.
✨Prepare Questions for the Interviewers
Show your interest in the firm by preparing thoughtful questions about their approach to financial planning, their client base, and how they support their advisers. This will demonstrate your enthusiasm for the role and help you assess if it's the right fit for you.
