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 in Slough 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 in Slough
✨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 firm like Bayford Hale.
✨Tip Number 2
Prepare for those interviews! Research the company and its clients, especially focusing on HNW/UHNW individuals. Tailor your responses to show how your experience aligns with their needs, particularly in managing international clients.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed financial planning for international clients. This will demonstrate your capability and give you an edge over other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’re here to help you land that Senior Financial Planner role. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Senior Financial Planner, Global EAM in Slough
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 passionate about financial planning and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your International Experience:Since we're dealing with international clients, make sure to emphasise any experience you have with UK resident non-doms or non-resident non-doms. This will set you apart and show us that you understand the complexities of global financial planning.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
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 additional certifications or training that set you apart from other candidates, especially those relevant to wealth management.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth plans and how they envision the financial planning sector evolving. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
