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- Tasks: Deliver expert financial planning advice, focusing on retirement and estate planning.
- Company: Dynamic wealth management firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Opportunities available in London, Cheltenham, and York.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Degree-level education and experience in delivering regulated financial advice.
The predicted salary is between 70000 - 100000 £ per year.
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
Requirements
- 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 in London 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 in London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with other professionals. The more people you know, the better your chances of landing that Wealth Planner role.
✨Tip Number 2
Showcase your expertise! Create a personal brand on LinkedIn by sharing insights about financial planning, retirement strategies, and estate management. This will help you stand out to potential employers looking for someone with your skills.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to HNW clients. We recommend role-playing with a friend or mentor to build confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you an edge in the hiring process. Let’s get you that Wealth Planner position!
We think you need these skills to ace Wealth Planner, Wealth Management, City in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Planner role. Highlight your experience with HNW clients and any relevant qualifications, like your Chartered Financial Planner status.
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 examples of how you've exceeded client expectations in the past.
Showcase Your Communication Skills: As a Wealth Planner, strong communication is key. In your application, demonstrate your ability to convey complex financial concepts clearly and effectively. This will show us you're ready to build those strong client relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for 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. Familiarise yourself with the latest industry developments and be ready to discuss how they could impact your clients.
✨Showcase Your Client Relationships
Prepare examples of how you've built strong relationships with HNW clients in the past. Highlight specific instances where you've exceeded client expectations and how that contributed to their financial success.
✨Collaborate Like a Pro
Since you'll be working closely with Investment Managers, think about how you can demonstrate your collaborative skills. Be ready to discuss how you've worked in teams before and how you can contribute to business growth opportunities.
✨Be Tech-Savvy
Brush up on your Microsoft Office skills, particularly Excel, and be prepared to talk about your experience with CRM systems. Show them you're comfortable using technology to manage cases and streamline processes.