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- Tasks: Lead financial planning and investment management for high-value clients in London.
- Company: Join one of the UK's largest Investment Houses with a trusted brand and excellent reputation.
- Benefits: Enjoy a salary up to £110,000, bonuses, and extensive professional development opportunities.
- Why this job: This role offers a strong foundation with an existing client portfolio and dedicated support.
- Qualifications: 5+ years of experience in financial planning; chartered qualification is a plus.
- Other info: Align with a leading industry name and enjoy long-term career growth.
The predicted salary is between 90000 - 110000 £ per year.
Role: Financial Planning Director
Location: London
Reference Number: 8982
Salary: £90,000 – £110,000 + bonus
We are working with one of the UK’s largest Investment Houses who have a rare opportunity for a Financial Planning Director to join their London team.
Over the years, this company has built a trusted brand name and an excellent reputation for high-value client services, meaning this is a great organisation to align yourself with to help you deliver expert Financial Planning and Investment Management services to your clients.
With an existing portfolio client to inherit, an established network of professional partners, and a large team of in-house Investment Managers through which to engage with new clients, you will have a strong foundation to build up your client base.
To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and client events.
They offer a starting salary of up to £110,000 + an extensive benefits package and a competitive bonus structure. As a company, they put a big emphasis on professional development, offering routes to progress depending on your desired career path.
Their ideal candidate will be a Financial Planner with 5+ years of experience who has demonstrated their ability to build relationships with professional stakeholders alongside managing a portfolio of HNW/UHNW private clients. Chartered qualification is desirable but not a prerequisite.
If you want to align yourself with one of the leading industry names and work for a company that will reward your long-term commitment, then please get in touch or apply online to find out more.
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Financial Planning Director job with Recruit UK Ltd. | 13065197 employer: Be-IT Ltd
Contact Detail:
Be-IT Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Director job with Recruit UK Ltd. | 13065197
✨Tip Number 1
Make sure to leverage your existing network. Reach out to former colleagues, clients, and industry contacts who may have insights or connections within the investment house you're targeting. Personal referrals can significantly boost your chances of landing an interview.
✨Tip Number 2
Stay updated on industry trends and news related to financial planning and investment management. Being knowledgeable about recent developments will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth and ultra-high-net-worth clients in detail. Be ready to share specific examples of how you've successfully built relationships and managed portfolios, as this is a key aspect of the role.
✨Tip Number 4
Consider obtaining or highlighting any relevant certifications or qualifications that showcase your expertise in financial planning. While a chartered qualification is desirable, demonstrating your commitment to professional development can set you apart from other candidates.
We think you need these skills to ace Financial Planning Director job with Recruit UK Ltd. | 13065197
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and investment management. Emphasize your ability to build relationships with high-net-worth clients and any experience you have with professional stakeholders.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to work with this investment house and how your background aligns with their values and goals.
Highlight Professional Development: Since the company values professional development, mention any relevant qualifications or training you have completed. If you are working towards a chartered qualification, be sure to include that as well.
Showcase Your Client Management Skills: Provide examples of how you have successfully managed a portfolio of high-net-worth clients in the past. Highlight any strategies you used to build and maintain these relationships.
How to prepare for a job interview at Be-IT Ltd
✨Showcase Your Experience
Make sure to highlight your 5+ years of experience in financial planning. Be prepared to discuss specific examples of how you've successfully managed portfolios for HNW/UHNW clients and built relationships with professional stakeholders.
✨Understand the Company’s Values
Research the company’s reputation and values, especially their emphasis on professional development and client service. This will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions
Have insightful questions ready about the role, the team, and the company's approach to client management. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Your Commitment
Express your long-term career goals and how they align with the company's growth. Highlight your desire to contribute to their success and how you plan to leverage their resources to enhance client services.
