At a Glance
- Tasks: Provide holistic financial planning to high net worth clients and manage client relationships.
- Company: Reputable financial planning firm in South Wales with a supportive culture.
- Benefits: Competitive salary, attractive bonuses, and a comprehensive benefits package.
- Other info: Opportunity for career growth in a dynamic and compliant environment.
- Why this job: Join a client-focused team and make a real impact on high net worth clients' financial futures.
- Qualifications: Level 4 Diploma minimum; Chartered status preferred with experience in high net worth advising.
The predicted salary is between 50000 - 65000 £ per year.
We are working with a well-regarded financial planning firm in South Wales that is looking to appoint an experienced Financial Planner to service and grow a portfolio of high net worth clients. This is an excellent opportunity for a qualified financial planner who is looking to join a supportive, client-focused environment with an established and loyal client base already in place.
The role
- Providing holistic financial planning advice to a portfolio of high net worth private clients
- Managing and developing client relationships with a focus on exceptional service
- Identifying opportunities to grow the client portfolio through referrals and introductions
- Working collaboratively with paraplanners and support staff to deliver outstanding client outcomes
- Ensuring full compliance with FCA regulatory requirements including Consumer Duty
The ideal candidate
- Qualified to Level 4 Diploma standard minimum — Chartered status desirable
- Demonstrable experience advising high net worth clients
- Strong relationship management and communication skills
- A client-following or the ability to develop a client bank would be advantageous
- Based in or able to commute to London
Package
Competitive basic salary, attractive bonus structure, full benefits package. Specific details available on application.
FINANCIAL PLANNER (hnw) | South Wales employer: AMG Search
Join a prestigious financial planning firm in South Wales, where you will thrive in a supportive and client-focused environment dedicated to exceptional service for high net worth clients. With a strong emphasis on employee growth and collaboration, this role offers competitive remuneration, an attractive bonus structure, and a comprehensive benefits package, making it an ideal place for professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land FINANCIAL PLANNER (hnw) | South Wales
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial planners. You never know who might have a lead on a high net worth client or a job opportunity.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on financial planning, engage with potential clients, and build your personal brand. It’s all about making those connections!
✨Tip Number 3
Don’t shy away from reaching out directly to firms you admire. A well-crafted email expressing your interest can go a long way. We love proactive candidates who take the initiative!
✨Tip Number 4
Apply through our website for the best chance at landing that dream role. We’re always on the lookout for talented financial planners who are ready to make an impact!
We think you need these skills to ace FINANCIAL PLANNER (hnw) | South Wales
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Planner. Highlight your experience with high net worth clients and any qualifications that match the Level 4 Diploma standard. We want to see how you can bring value to our team!
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 skills align with our client-focused environment. Be genuine and let your personality come through!
Showcase Your Relationship Management Skills:Since this role involves managing and developing client relationships, make sure to include examples of how you've successfully built rapport with clients in the past. We love seeing those strong communication skills in action!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at AMG Search
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial concepts and products. Brush up on key metrics and case studies relevant to high net worth clients. Be ready to discuss how you've successfully managed portfolios in the past.
✨Showcase Your Relationship Skills
This role is all about building and maintaining strong client relationships. Prepare examples of how you've developed trust with clients and turned initial meetings into long-term partnerships. Highlight your communication style and how it aligns with exceptional service.
✨Understand Compliance Inside Out
Familiarise yourself with FCA regulations and Consumer Duty requirements. Be prepared to discuss how you ensure compliance in your financial planning processes. This shows that you take regulatory responsibilities seriously and can navigate the complexities of the industry.
✨Bring Your Client-Following Strategy
If you have a client-following or a strategy to develop one, make sure to articulate it clearly. Discuss how you plan to grow the portfolio through referrals and introductions. This will demonstrate your proactive approach to business development and client acquisition.
