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- Tasks: Manage and grow a portfolio of high net worth clients while providing strategic financial advice.
- Company: Established Financial Planning firm in the heart of Shaftesbury, Dorset.
- Benefits: Competitive salary, client bank provided, and opportunities for professional growth.
- Other info: Great opportunity to work with high net worth clients and develop your career.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 3+ years in financial advisory.
The predicted salary is between 50000 - 60000 £ per year.
We are recruiting for Financial Planners for a well-established Financial Planning firm in Shaftesbury, Dorset. There will be a client bank provided with the role and the successful applicant will be supporting the MD and servicing a number of key HNW clients. The successful candidate will hold a minimum of the Level 4 Diploma in Financial Planning and have at least 3 years in a financial advisory role. We are seeking to recruit a financial consultant who has substantial experience with high net worth clients. The consultant will be used to working in a fee charging practice and would have consistently achieved high levels of new business fees.
Responsibilities:
- Looking after and developing the firm's portfolio of clients on a fee basis.
- To seek and develop new external business opportunities.
- Provide technical support for the business, as required.
- Provide strategic advice across a variety of financial products and services (Pensions, Investments).
Financial Planner employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through social media or blogs. This not only highlights your knowledge but also attracts potential employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience with high net worth clients and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our firm. Share specific examples of how you've successfully managed client portfolios and developed new business opportunities. We love a good story!
Showcase Your Achievements: Don’t be shy about your successes! Include metrics or examples that demonstrate your ability to achieve high levels of new business fees. We’re keen to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Asset Recruit
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and products. Brush up on your knowledge of pensions, investments, and other financial services relevant to high net worth clients. Be prepared to discuss specific examples of how you've successfully managed portfolios or developed new business opportunities.
✨Showcase Your Client Management Skills
Since you'll be looking after a portfolio of clients, highlight your experience with high net worth individuals. Share stories that demonstrate your ability to build relationships, understand client needs, and provide tailored advice. This will show the firm that you can maintain and grow their client base effectively.
✨Prepare for Technical Questions
Expect to face technical questions during the interview. Review key financial planning concepts and be ready to explain your thought process when advising clients. This will not only showcase your expertise but also your ability to communicate complex information clearly.
✨Demonstrate Your Business Development Acumen
The role involves seeking new business opportunities, so come prepared with ideas on how you could attract new clients. Discuss any past successes in generating new business and how you plan to leverage your existing network. This proactive approach will impress the interviewers and show your commitment to growing the firm's portfolio.