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- Tasks: Help clients with financial planning and manage relationships.
- Company: Join a respected wealth management firm focused on employee growth.
- Benefits: Enjoy competitive salary, 25 days holiday, and private healthcare.
- Why this job: Make a real impact while working in a supportive, inclusive culture.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and client advising experience.
- Other info: Opportunity for long-term career progression and personal development.
The predicted salary is between 45000 - 75000 £ per year.
Location: Redcar, North East Yorkshire
Job Type: Full-time, Permanent
Salary: up to £75,000
A well-established national independent wealth management firm is seeking a Level 4 qualified Wealth Planner to join their growing team in Redcar. This is a great opportunity to work with a supportive group of professionals, delivering high-quality financial planning to private clients.
You’ll be responsible for managing client relationships, providing tailored advice, and helping individuals make informed financial decisions. With access to cutting-edge tools and strong internal support, you’ll be well-positioned to grow your client base and make a real impact.
Key Responsibilities:- Delivering holistic financial advice across pensions, investments, and protection
- Conducting annual client reviews and preparing cash flow modelling reports
- Working closely with Investment Managers, Paraplanners, and Client Liaison teams
- Growing your client bank through referrals and professional connections
- Maintaining CPD and staying up to date with industry developments
- Level 4 Diploma in Regulated Financial Planning (minimum)
- Previous experience advising private clients
- Broad knowledge of financial planning products and asset classes
- Strong communication and relationship management skills
- Ability to support clients across all wealth levels, including those new to financial advice
- Competitive salary with clear, performance-based bonus structure
- 25 days holiday plus your birthday off
- Private healthcare (after 1 year’s service)
- Life assurance
- Cycle to work scheme
- Two paid volunteering days per year
- Enhanced maternity and paternity pay
- Inclusive, values-driven company culture with strong focus on employee wellbeing
This is an excellent opportunity to join a respected firm that invests in its people and offers long-term career progression.
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in wealth management. Attend local finance events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools and software that the firm might be using. Being knowledgeable about these tools can give you an edge during interviews and show your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your previous client experiences in detail. Think of specific examples where you successfully managed client relationships or provided tailored advice, as this will demonstrate your capability and fit for the role.
✨Tip Number 4
Research the company’s values and culture thoroughly. Be ready to articulate how your personal values align with theirs, as cultural fit is often just as important as qualifications in the hiring process.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience advising private clients. Emphasise your strong communication and relationship management skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to deliver holistic advice. Mention specific examples of how you've helped clients make informed financial decisions in the past.
Highlight Relevant Experience: In your application, focus on your previous roles where you managed client relationships and provided tailored financial advice. Include any experience working with Investment Managers or Paraplanners, as this will demonstrate your ability to collaborate effectively.
Showcase Continuous Professional Development: Mention any ongoing training or CPD activities you are involved in to stay updated with industry developments. This shows your commitment to professional growth and your dedication to providing high-quality financial advice.
How to prepare for a job interview at AMG Search
✨Know Your Financial Products
Make sure you have a solid understanding of various financial planning products and asset classes. Be prepared to discuss how these can be tailored to meet different client needs, as this will demonstrate your expertise and ability to provide holistic advice.
✨Showcase Your Communication Skills
As a Financial Planner, strong communication is key. Practice articulating complex financial concepts in simple terms. During the interview, focus on how you've successfully managed client relationships and provided tailored advice in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client situations. Think of examples from your previous experience where you successfully navigated challenges or provided exceptional service to clients.
✨Demonstrate Your Commitment to CPD
Highlight your commitment to continuous professional development (CPD). Discuss any recent courses or certifications you've completed, and how you stay updated with industry developments. This shows your dedication to providing the best service to clients.
