At a Glance
- Tasks: Manage high-net-worth clients and provide expert financial planning advice.
- Company: Reputable B-corp with Chartered status, known for its commitment to quality.
- Benefits: Attractive salary, bonuses, comprehensive benefits, and hybrid working options.
- Other info: Opportunity for senior leadership roles and team management in a supportive environment.
- Why this job: Join a leading firm and shape the future of financial planning for HNW clients.
- Qualifications: Proven experience in financial planning and strong technical skills required.
The predicted salary is between 90000 - 110000 £ per year.
Senior Financial Planner - £90K - £110K + Bonus + Comprehensive Benefits
A high quality and successful B-corp, CEFEX & Chartered status Financial Planning business is looking for a new Financial Planner to join their team.
As a result of a Director retiring in the next 18 months, the business is looking for an experienced, technically sound Financial Planner to take responsibility for this Client bank, as this Director reduces client contact.
This individual would then become the primary planner to these clients and would work with other HNW client referrals from the existing internal and external relationships (Accountants and professional connections).
The salary is £90K - £110K plus Bonus, full Benefits and Hybrid working. A Senior leadership position and running a team are a natural progression steps should this be of interest.
Good technical skills (Chartered or close to) alongside a strong depth of experience and understanding of advising HNW Clients and working with professional connections is required. ...
Senior Financial Planner employer: Allerton Park Recruitment Solutions Careers
Join a dynamic and supportive Financial Planning Practice that prioritises employee development and offers a hybrid working model. With a commitment to high-quality service, you'll have the opportunity to work closely with experienced IFAs while receiving full support for your professional exams and growth within the company. Enjoy a competitive salary, KPI bonuses, and a collaborative work culture that values your contributions and fosters career advancement.
Contact Details:
Allerton Park Recruitment Solutions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Allerton Park Recruitment Solutions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Allerton Park Recruitment Solutions Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Allerton Park Recruitment Solutions Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Allerton Park Recruitment Solutions Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Allerton Park Recruitment Solutions Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Allerton Park Recruitment Solutions Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Allerton Park Recruitment Solutions Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
