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- Tasks: Provide expert financial advice and manage client portfolios in a supportive team environment.
- Company: Established Chartered Financial Planning practice in Esher with a client-first approach.
- Benefits: Competitive salary, professional development, and a focus on work-life balance.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Chartered Financial Planner qualification and experience in client servicing.
- Other info: Office-based role with opportunities for career growth and teamwork.
The predicted salary is between 36000 - 60000 £ per year.
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Client:
Blakemore Recruitment
Location:
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
49d0cbe23c19
Job Views:
56
Posted:
01.08.2025
Expiry Date:
15.09.2025
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Job Description:
We are currently recruiting for a well-established Chartered Financial Planning practice in Esher who are looking to recruit a Chartered Financial Planner to service their clients. This is an office-based role where clients will come into the office.
Overview of role
Playing a key role in supporting the firm to achieve its business goals alongside the existing Chartered Financial Planners, this individual will be expected to take on responsibility for servicing an allocated number of existing and some longstanding clients.
This is an office-based role for someone who wants to establish and build on their position as a key member of the client team. Client meetings are usually office-based (video during pandemic). The main focus will initially be on delivering high-quality ongoing holistic financial planning and wealth management services to existing clients without the pressure of specific sales targets or the need to develop a personal client bank.
Responsibilities include maintaining and servicing an existing client bank, identifying and developing business opportunities where appropriate, overseeing Account Managers, and assisting the wider team as needed.
This role is suitable for a professional, knowledgeable individual who values the financial planning process and prefers a delivery, advice, and quality-focused role over a sales position.
Responsibilities
- Providing advice to clients during ongoing service reviews in line with the company\’s client service proposition.
- Preparing for and conducting client review meetings, managing post-review actions.
- Gathering sufficient client information before making recommendations.
- Undertaking product and market research as needed.
- Drafting suitability reports or leading report drafting work.
- Ensuring all clients are contacted according to the agreed service level.
- Maintaining high-quality audit trails and supporting documents.
- Constructing and managing investment portfolios according to firm procedures.
- Ensuring investment decisions align with client objectives and constraints.
- Reviewing portfolios and advising on rebalancing as appropriate.
- Ensuring timely delivery of relevant documentation to clients.
- Carrying out post-client agreement actions and placing trades through the dealing function.
- Liaising with the Client Team and Account Managers, managing advice and review communications.
- Maintaining professional competence and SPS at all times.
- Staying updated with CPD requirements and recording them accurately.
Relevant experience, skills, and knowledge
The ideal candidate will focus on conduct, professionalism, productivity, teamwork, and accuracy, with skills including:
- Excellent technical skills and adaptability to client needs.
- Quick thinking and initiative.
- Team-oriented attitude.
- Good time management and planning skills.
- Flexibility and reliability.
- Client-first approach.
Knowledge of FCA standards and relevant legislation such as data protection, money laundering, and financial crime laws is essential.
Additional skills include positive attitude, understanding of the operating environment, basic IT skills, and drafting abilities.
Qualification requirements
- Qualified at Chartered Financial Planner level.
- Experience advising and servicing retail clients.
- Active SPS.
- Current or recent certification by an employer.
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Chartered Financial Planner - Esher employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner - Esher
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since this role is all about client service. Think about how your skills align with their needs and be ready to share specific examples of your experience in financial planning.
✨Tip Number 3
Showcase your expertise! Bring along any relevant certifications or examples of your work to interviews. This will not only demonstrate your qualifications but also your commitment to maintaining high standards in financial planning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Chartered Financial Planner role!
We think you need these skills to ace Chartered Financial Planner - Esher
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Planner role. Highlight your relevant experience and skills that match the job description, especially your technical skills and client-first approach.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for this role. Share specific examples of how you've provided high-quality financial planning services in the past and how you align with our values.
Showcase Your Professionalism: Since this role is all about delivering quality advice, make sure your application reflects your professionalism. Use clear language, check for typos, and ensure everything is well-structured.
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 Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and wealth management. Be prepared to discuss specific strategies you've used in the past and how they align with the firm's approach to client service.
✨Client-Centric Mindset
Since this role is all about servicing existing clients, think of examples where you've gone above and beyond for clients. Show how you prioritise their needs and how you maintain strong relationships, as this will resonate well with the interviewers.
✨Prepare for Role-Play
You might be asked to conduct a mock client meeting or review during the interview. Practise how you would gather client information, present recommendations, and manage follow-up actions. This will demonstrate your readiness for the role.
✨Stay Updated
Familiarise yourself with the latest FCA standards and relevant legislation. Being able to discuss current trends and regulations shows that you're proactive and committed to maintaining professional competence, which is crucial for this position.
