At a Glance
- Tasks: Manage a £30m client portfolio and deliver holistic financial planning.
- Company: Blakemore Recruitment, known for its supportive environment.
- Benefits: Competitive salary, attractive bonuses, and full back-office support.
- Other info: Great opportunity for career growth in a dynamic financial sector.
- Why this job: Seamless handover from a retiring adviser to build long-term client relationships.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
Blakemore Recruitment is searching for an experienced Financial Planner in St Albans to manage a client portfolio of approximately £30m AUM. This role offers a warm handover from a retiring adviser and aims to deliver holistic financial planning across pensions, investments, and protection.
With a competitive salary, attractive bonus potential, and full back-office support, this is an excellent opportunity for candidates focused on building long-term client relationships within a supportive environment.
Financial Planner – Seamless AUM Handover & Growth employer: Blakemore Recruitment
Blakemore Recruitment is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. With a competitive salary and attractive bonus potential, this role in St Albans provides the unique advantage of a warm handover from a retiring adviser, allowing you to seamlessly manage a substantial client portfolio while fostering long-term relationships in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner – Seamless AUM Handover & Growth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at Blakemore Recruitment. A warm introduction can make all the difference!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of holistic financial planning. Be ready to discuss how you would manage a £30m AUM portfolio and build long-term client relationships. Show them you’re the right fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications with us!
We think you need these skills to ace Financial Planner – Seamless AUM Handover & Growth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your expertise in managing AUM, as well as your ability to build long-term client relationships.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this position. Share specific examples of how you've successfully delivered holistic financial planning in the past.
Showcase Your Client Management Skills:Since this role involves managing a significant client portfolio, emphasise your experience in client management. Let us know how you've nurtured client relationships and contributed to their financial growth.
Apply Through Our Website:We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves and you can easily track your application status.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Numbers
Before the interview, brush up on your financial knowledge, especially around managing AUM and holistic financial planning. Be ready to discuss specific figures and strategies you've used in previous roles, as this will show your expertise and confidence.
✨Build Rapport with the Interviewer
Since this role focuses on long-term client relationships, demonstrate your interpersonal skills during the interview. Ask questions about the company culture and express genuine interest in their approach to client management. This will help you connect with the interviewer.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills in financial planning. Think of examples from your past experiences where you successfully managed client portfolios or navigated complex financial situations, and be ready to share these stories.
✨Highlight Your Support System
With the promise of full back-office support, emphasise how you can leverage this to enhance client service. Discuss how collaboration with support teams has benefited your clients in the past, showcasing your ability to work effectively within a team.
