At a Glance
- Tasks: Deliver expert financial planning advice and build strong client relationships.
- Company: Leading London-based wealth management firm with a focus on growth.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Other info: Opportunity to work with High Net Worth clients and enhance your career.
- Why this job: Join a growing team and make a meaningful impact in Wealth Planning.
- Qualifications: Degree educated, 2+ years of Financial Planning experience, and strong communication skills.
The predicted salary is between 36000 - 60000 £ per year.
We are partnering with a leading London-based UK wealth management firm, which has an exciting opportunity at its new UK office. We are seeking an experienced, self-motivated, client-focused Wealth Planner to help build and grow a regional presence while delivering high-quality financial planning advice.
The Wealth Planner will be accountable for providing advice across all key areas of financial planning, with a focus on retirement and estate planning. They will provide regulated financial advice to the firm's clients, ensuring exceptional service, work closely with Investment Managers to identify growth opportunities, manage cases via a financial planning CRM, and oversee a Wealth Planning Administrator.
Key Responsibilities
- Deliver expert, compliant financial planning advice, focusing on retirement and estate planning
- Build and maintain strong client relationships
- Collaborate with Investment Managers to support business growth
- Manage workflow and case progression in CRM systems
- Stay up to date with technical and regulatory changes
- Enhance client propositions and internal processes
About You
- Degree educated (2:1 or above preferred)
- Ideally CII Level 6 qualified; candidates a few exams short will also be considered
- Minimum 2 years’ Financial Planning experience
- Chartered Financial Planner with advanced pensions qualifications (e.g., AF3)
- Experience advising High Net Worth clients
- SPS holder or eligible
- Strong technical knowledge with a commercial mindset
- Confident communicator with excellent presentation skills
- Proficient in Microsoft Office (Excel) and financial planning CRM systems
- Client-focused, proactive, and professional with a positive attitude
This is an excellent opportunity to join a growing team, make a meaningful contribution, and further your career in Wealth Planning.
Wealth Planner in Cheltenham employer: Berkeley Croft
Berkeley Croft is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, we provide ample opportunities for professional development and mentorship, ensuring that our team members are well-equipped to excel in their roles. Our commitment to a supportive culture, combined with competitive benefits, makes us an attractive choice for those seeking meaningful and rewarding careers in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planner in Cheltenham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Berkeley Croft. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Planner in Cheltenham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Berkeley Croft.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Berkeley Croft's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Berkeley Croft
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Berkeley Croft.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Berkeley Croft will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Berkeley Croft employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
