Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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.
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 the servicing of an allocated number of existing and in some cases longstanding clients.
An office based role for someone who wants to establish and then build on their position as a key member of the client team. Client meetings usually office based (video during pandemic). Main focus will initially be the delivery of high quality ongoing holistic financial planning and wealth management services to existing clients without the pressure of specific sales targets or the need to bring / develop a personal client bank.
Maintenance and servicing of an existing client bank, although where appropriate the individual should identify and develop business opportunities with these clients.
A key team player role – Oversight of Account Managers on client work and delivery and helping the wider team out where necessary or needed.
Suitable for someone who is professional, knowledgeable and sees value and importance in the financial planning process and who is seeking a role that is delivery, advice and quality focused rather than a sales position.
Responsibilities
Providing advice to clients as part of the management of ongoing service reviews in line with the scope of the company\’s ongoing client service proposition (Wealth Management Service and Investment Management Service), including all the associated activity required in line with regulatory standards.
Relevant experience, skills and knowledge
We expect an individual performing this role to have a focus on and the following key work areas against which all our staff are assessed:
Conduct, Professionalism, Productivity, Team Work and Accuracy
The individual should also be / have the following skills:
Additionally, knowledge and understanding of the high level standards expected by the FCA – in particular the Principles for Business, The Conduct Rules applicable to the role (COCON), Fit and Proper test for Employees and Senior Personal (FIT), Training and Competence (TC) and Business Standards (COBS / ICOBS).
An appropriate level of understanding and knowledge / awareness of other legislation relevant to the role such as:
Data Protection / Security, the FCA’s money laundering requirements, Joint Money Laundering Steering Group (JMLSG) Guidance and other relevant financial crime legislation.
Have the following general skills:
Qualification requirements
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.
