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- Tasks: Provide holistic financial planning and advice to high net worth clients.
- Company: Award-winning wealth manager with a client-focused approach.
- Benefits: Competitive salary, hybrid working, and potential equity share.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Chartered or Diploma qualified with over six years of experience.
- Other info: Excellent career progression opportunities in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Due to continued growth, our client is seeking a Glasgow-based senior financial planner to assist with developing its award-winning wealth offering further and inherit a client portfolio. Extremely client-focused, this well-established, secure and effectively run wealth manager offers market-leading financial advice through its highly skilled and qualified financial planning team and latest software. The client portfolio you will inherit is made up of high net worth individuals and families and you will be fully supported by an experienced and locally based admin and technical support function. Career progression is second to none with the opportunity of future equity share holding.
Key responsibilities:
- Offer holistic financial planning to prospective and existing clients;
- Work with professional introducers;
- Provide private client advice on pensions, protection, bonds and trusts;
- Proactively keep up-to-date with new developments in the tax, legal and planning world;
- In-depth reviews of clients' financial circumstances, current provision and future aims;
- Complete risk analysis and design financial strategies.
The successful candidate:
- Chartered or Diploma qualified Financial Planner with over six years’ experience providing holistic advice to high net worth clients;
- Inherently client focused with a well developed network;
- Technically gifted with excellent analytical skills;
- Professional with high levels of integrity;
- Superb communication and interpersonal skills with an engaging personality.
Please apply below or contact Scott Caldwell for further information – confidentiality assured. Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees.
Senior Financial Planner employer: ASPIRE SEARCH CONSULTANTS LLP
Contact Detail:
ASPIRE SEARCH CONSULTANTS LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at wealth management firms. A personal introduction can make all the difference.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your past successes and strategies you've implemented for high net worth clients. This will help you stand out during interviews and demonstrate your value.
✨Tip Number 3
Stay updated on industry trends! Make sure you're well-versed in the latest tax laws and financial products. This knowledge will not only impress potential employers but also show that you're committed to providing top-notch advice.
✨Tip Number 4
Apply through our website! We make it easy for you to find the right role. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don't miss out on the chance to be part of something great!
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planner role. Highlight your experience with high net worth clients and any relevant qualifications. We want to see how your skills align with our needs!
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 award-winning wealth offering. Keep it engaging and personal – we love a good story!
Showcase Your Client Focus: Since we’re all about client satisfaction, make sure to emphasise your client-focused approach in your application. Share examples of how you've built relationships and provided exceptional service to clients in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother 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 ASPIRE SEARCH CONSULTANTS LLP
✨Know Your Stuff
Make sure you brush up on the latest trends in financial planning, especially those relevant to high net worth individuals. Familiarise yourself with tax laws, investment strategies, and any recent changes in regulations that could impact your clients.
✨Showcase Your Client Focus
Prepare examples of how you've successfully built relationships with clients in the past. Highlight your ability to understand their needs and provide tailored advice. This role is all about being client-focused, so make sure you demonstrate that in your responses.
✨Be Ready for Technical Questions
Expect to be asked about specific financial products and strategies. Brush up on your knowledge of pensions, protection, bonds, and trusts. Being technically gifted is key, so show off your analytical skills by discussing how you've used them in previous roles.
✨Engage with Your Personality
Your communication skills and personality will play a big role in this interview. Practice speaking clearly and confidently about your experiences. Remember, they’re looking for someone who can connect with clients, so let your engaging personality shine through!
