At a Glance
- Tasks: Lead and grow the financial planning sector for high-net-worth international clients.
- Company: Global external asset manager with a focus on wealth management.
- Benefits: Competitive salary, hybrid work model, and potential equity in the business.
- Other info: Opportunity to advance your career in a specialist recruitment firm.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- 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 employer: Bayford Hale
Bayford Hale is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a competitive salary package, hybrid working model, and opportunities for equity in the business, employees are empowered to grow their careers while serving high-net-worth international clients. The company prioritises professional development and diversity, making it an ideal place for those seeking meaningful and rewarding employment in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner, Global EAM
✨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 hunt for a Senior Financial Planner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨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 their team.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed international clients in the past. This will demonstrate your capability and give potential employers confidence in your skills.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Senior Financial Planner, Global EAM
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 UK resident non-doms or non-resident non-doms, we want to see your expertise!
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 Stuff
Make sure you brush up on your financial planning knowledge, especially regarding HNW and UHNW clients. Understand the nuances of international financial regulations and tax implications for UK resident non-doms and non-resident non-doms. This will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss specific examples from your past roles where you've successfully managed international clients. Highlight any challenges you faced and how you overcame them. This will demonstrate your capability and give the interviewers confidence in your skills.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and the role. Ask about their approach to growing the financial planning sector or how they support their planners in dealing with complex client needs. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even though the role is hybrid, make sure you dress professionally for the interview. First impressions matter, and looking polished can set a positive tone for the conversation. It shows that you take the opportunity seriously and respect the interviewers' time.
