At a Glance
- Tasks: Lead and grow the financial planning sector for high-net-worth clients.
- Company: Global external asset manager with a focus on international clients.
- Benefits: Hybrid work, competitive salary, and potential equity in the business.
- Other info: Join a dynamic team dedicated to ethical and high-performing financial services.
- Why this job: Make a significant impact in wealth management while working with elite clients.
- Qualifications: Chartered qualified with experience in managing international clients.
The predicted salary is between 70000 - 90000 € per year.
The client is a global external asset manager who services international clients across booking centres in the UK, Jersey, Switzerland, Monaco, France, Singapore, Dubai, Luxembourg and Liechtenstein.
Our client is looking for a Senior Financial Planner/ Wealth Planner to come in and lead/grow the financial planning sector for the company in London. This individual will provide financial planning services to clients who are HNW/ UHNW International clients (RND/ NRND).
Requirements
- Chartered qualified (or equivalent of)
- Experience in looking after international clients (UK resident non-dom or/and non-resident non-dom clients).
Job Information
- Hybrid (4 days in office)
- Competitive salary package
- Potential for equity in the business
Bayford Hale is a specialist recruitment, executive search, and leadership advisory firm focused on the Wealth Management, Asset Management, Family Office, and IFA sectors across the UK, Europe, and the Middle East. We partner with financial services firms to identify and secure high-calibre talent, helping clients build diverse, ethical, and high-performing teams while supporting candidates in advancing their careers.
Senior Financial Planner, Global EAM in London employer: Bayford Hale
Bayford Hale is an exceptional employer, offering a dynamic work culture that fosters professional growth and collaboration in the heart of London. With a competitive salary package, hybrid working model, and the potential for equity in the business, employees are empowered to thrive while serving high-net-worth international clients. Join a team that values diversity and ethical practices, ensuring a rewarding career in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner, Global EAM in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a company you're interested in.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their needs, especially when it comes to HNW/UHNW clients. This will help you tailor your responses and show that you're the perfect fit for the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience with international clients makes you an ideal candidate. Highlight your chartered qualifications and any unique skills that set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, we’re here to support you every step of the way in landing that dream job!
We think you need these skills to ace Senior Financial Planner, Global EAM in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planner role. Highlight your experience with HNW/UHNW clients and any relevant qualifications. 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 this role and how you can contribute to our client's growth in the financial planning sector. Keep it engaging and personal.
Showcase Your International Experience:Since our client deals with international clients, make sure to showcase any experience you have in this area. Whether it's working with non-resident clients or understanding different financial regulations, we want to know about it!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Bayford Hale
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial planning. Brush up on key metrics and case studies relevant to HNW/UHNW clients. Be ready to discuss how you've successfully managed portfolios or provided strategic advice in the past.
✨Understand the Client Base
Familiarise yourself with the specific needs of international clients, especially UK resident non-doms and non-resident non-doms. Show that you understand the complexities of their financial situations and can tailor your approach accordingly.
✨Showcase Your Qualifications
Since the role requires chartered qualifications or equivalent, be prepared to discuss your credentials confidently. Highlight any relevant certifications and how they have equipped you to handle the challenges faced by high-net-worth individuals.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s growth plans in the financial planning sector. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
