Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert financial planning advice, focusing on retirement and estate planning.
- Company: Dynamic wealth management firm with a collaborative culture.
- Benefits: Competitive salary, bonuses, and ongoing professional development.
- Other info: Opportunities available in London, Cheltenham, and York.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Degree-level education and experience in delivering regulated financial advice.
The predicted salary is between 70000 - 100000 £ per year.
£70,000 - £100,000 + bonus + benefits
Are you an experienced Financial Planner with a passion for delivering exceptional advice and helping clients secure their financial futures? Do you thrive in a collaborative environment and have a strong track record of working with HNW clients? You'll play a pivotal role in providing expert financial planning advice, with a focus on retirement and estate planning. You’ll be working closely with the Head of Wealth Planning and Investment Managers to deliver top-tier services to clients while contributing to the growth of the business.
Key Responsibilities:- Provide high-quality financial planning advice, primarily in retirement and estate planning
- Build strong client relationships, exceeding expectations for service and advice
- Work with Investment Managers to identify business growth opportunities
- Manage cases and delegate tasks to the Wealth Planning administrator using our CRM system
- Stay up-to-date with industry developments and contribute to the Firm’s client proposition
- Work within regulatory and compliance frameworks
- Contribute to the Firm’s growth strategy and participate in key projects
- Degree-level education (2:1 or above)
- Chartered Financial Planner status or working towards, with AF3 Pension Planning qualifications
- At least 2+ years of experience delivering regulated financial advice to HNW clients
- Proficiency in Microsoft Office (especially Excel) and financial planning CRM systems
- Client-focussed, with strong communication and presentation skills
- Energetic and eager to contribute to the team
- A combination of commercial focus and technical expertise
- Confident communicator with a proactive, professional attitude
- Commitment to ongoing learning and professional development
This role is based in London, though our client also requires Wealth Planners for their regional offices in Cheltenham and York, so please get in touch if you are interested in any of these opportunities.
Wealth Planner, Wealth Management, City - 22833 in Glasgow employer: Aldrich & Co.
Contact Detail:
Aldrich & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner, Wealth Management, City - 22833 in Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Wealth Planner role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with HNW clients and your approach to retirement and estate planning. Be ready to share specific examples that highlight your skills and successes.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating how you can contribute to the firm's growth strategy.
✨Tip Number 4
Apply through our website! We want to see your application, so make sure you submit it directly. This shows your enthusiasm and gives us a chance to get to know you better right from the start.
We think you need these skills to ace Wealth Planner, Wealth Management, City - 22833 in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planner role. Highlight your experience with HNW clients and any relevant qualifications, like your Chartered Financial Planner status. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and how you can contribute to our team. Mention specific experiences that demonstrate your ability to exceed client expectations.
Showcase Your Communication Skills: As a Wealth Planner, strong communication is key. In your application, make sure to highlight instances where you've effectively communicated complex financial concepts to clients. We love seeing clear and confident communicators!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates about your application status. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Aldrich & Co.
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement and estate planning. Be ready to discuss specific strategies you've used with HNW clients and how you've helped them secure their financial futures.
✨Showcase Your Client Relationships
Prepare examples of how you've built strong relationships with clients in the past. Highlight any instances where you've exceeded client expectations and how that contributed to business growth. This will show your potential employer that you're client-focused and results-driven.
✨Be a Team Player
Since you'll be working closely with the Head of Wealth Planning and Investment Managers, demonstrate your collaborative skills. Share experiences where you've successfully worked in a team to achieve a common goal, and how you can contribute to their growth strategy.
✨Stay Current
Keep yourself updated with the latest industry developments and regulatory changes. Being knowledgeable about current trends will not only impress your interviewers but also show your commitment to ongoing learning and professional development.