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
- 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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your financial planning successes, especially in retirement and estate planning. When you get the chance to chat with hiring managers, share specific examples of how you've helped clients achieve their goals.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on articulating your experience with high net worth clients and your knowledge of regulatory changes. The more comfortable you are, the better you'll come across!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you're genuinely interested in joining our team. Don’t miss out on this opportunity to grow your career in Wealth Planning!
We think you need these skills to ace Wealth Planner in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Planner role. Highlight your experience in financial planning, especially around retirement and estate planning. We want to see how your skills match 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. Share specific examples of how you've built client relationships and collaborated with others to drive business growth.
Showcase Your Qualifications:Don’t forget to mention your qualifications! If you’re CII Level 6 qualified or close to it, let us know. We love seeing candidates who are committed to their professional development and have the right technical knowledge.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Berkeley Croft
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement and estate planning. Familiarise yourself with the latest regulations and technical changes in the industry, as this will show that you're proactive and well-informed.
✨Build Rapport
Since client relationships are key for a Wealth Planner, practice how to build rapport during the interview. Think of examples from your past experiences where you've successfully connected with clients or colleagues, and be ready to share those stories.
✨Showcase Your Skills
Be prepared to discuss your experience with CRM systems and how you've managed workflow in previous roles. Highlight your proficiency in Microsoft Office, particularly Excel, and any specific tools you've used to enhance client propositions.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to wealth management and how they collaborate with Investment Managers. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
