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For Companies At a Glance
- Tasks: Provide bespoke financial advice to high-net-worth clients and develop tailored financial strategies.
- Company: Award-winning Chartered Financial Planning firm with a modern, flexible work culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and comprehensive benefits package.
- Why this job: Join a fast-growing team and make a real impact on clients' financial futures.
- Qualifications: 5+ years as a Financial Adviser with a Diploma in Financial Planning; Chartered status preferred.
- Other info: Dynamic environment focused on employee development and wellbeing.
The predicted salary is between 36000 - 60000 £ per year.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire is looking to recruit a highly professional and experienced Financial Adviser to join their team. The company provides bespoke Wealth Planning Advice to both established HNW/UHNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and our team of fully Chartered Advisers are committed to providing the highest levels of service.
As part of the Amber River group, we are one of the fastest growing and largest national Independent Financial Advice companies. The company office ethos combines a modern, flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company, we offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.
Each of our Chartered Financial Planners is supported by a highly capable team of Paraplanners and Private Client Associates, enabling you to focus on what you do best, advising clients and curating bespoke financial strategies.
The Role
We are seeking a highly skilled and experienced Financial Adviser to join our team, focusing on servicing our high-net-worth clients. This role requires a deep understanding of financial markets, investment strategies, and the unique needs of affluent individuals. The ideal candidate will be a trusted adviser, providing expert advice and tailored financial planning to help our clients achieve their financial goals. You will manage a book of existing clients, in addition to developing your own network.
- Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop tailored strategic financial plans.
- Advise on financial matters such as investment, estate planning, tax planning, and retirement strategies, ensuring compliance with all regulatory requirements.
- Build and maintain long-term relationships with high-net-worth clients, offering a personal service and understanding their unique needs and objectives.
- Stay abreast of new products, market trends, and regulatory changes to provide the best advice and service to our clients.
- Work collaboratively with other professionals, such as accountants and solicitors, to provide a holistic service to clients.
- Ensure the highest levels of client satisfaction and service standards.
- Develop and expand the client base through networking and referrals.
- Directly supervising staff (Administrator and Paraplanner).
Requirements
- A minimum of 5+ years of experience as a Financial Adviser, with a proven track record of managing high net worth clients.
- A Diploma in Financial Planning (DipPFS) or equivalent; Chartered status is highly desirable.
- Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
- Excellent communication, negotiation, and presentation skills.
- Strong analytical and problem-solving abilities.
- A commitment to client centric financial advice and confidentiality.
- Making sure CPD is maintained and recorded accurately.
- The ability to work independently and as part of a team.
We Offer
- Competitive salary and performance-based bonuses.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment, with access to the latest technology and research tools.
- A comprehensive benefits package, including pension, death in service and a wellbeing cashplan.
- Hybrid working, 2 days remote working each week.
To apply for this position, you must have worked in a similar technical role and be able to demonstrate your ability to develop and maximise client relationships. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company that values employees and works hard to create a positive working environment.
Chartered Financial Planner in Marlow employer: Amber River Premier
Contact Detail:
Amber River Premier Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Marlow
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past successes and case studies that highlight your skills in managing high-net-worth clients. This will help you stand out during interviews.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can add value to the firm and its clients. Tailor your approach to reflect the company’s ethos and demonstrate your understanding of their unique needs.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our fantastic team at Amber River.
We think you need these skills to ace Chartered Financial Planner in Marlow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Financial Planner role. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Diploma in Financial Planning or Chartered status.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your expertise can benefit our clients. Be sure to mention your commitment to client-centric advice and any unique strategies you've implemented in the past.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you’ve helped clients achieve their financial goals or improved service standards. Numbers and results speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Amber River Premier
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, investment strategies, and the latest market trends. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential trusted adviser.
✨Tailor Your Approach
Understand the company's ethos and how they serve their high-net-worth clients. Prepare examples of how you've provided bespoke financial advice in the past, and be ready to discuss how you can bring that same level of service to their clients.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their approach to client relationships and share your own experiences in managing client expectations and satisfaction.
✨Showcase Your Team Spirit
Highlight your ability to work collaboratively with other professionals, like accountants and solicitors. Share examples of how you've successfully worked in a team to provide holistic financial solutions, as this aligns with their company culture.
