At a Glance
- Tasks: Manage and grow an existing client bank while acquiring new clients through proactive business development.
- Company: Established Financial Planning firm with a collaborative and innovative culture.
- Benefits: Competitive salary of £90,000-£110,000 and opportunities for professional growth.
- Other info: Based in East London/North London with a focus on teamwork and client satisfaction.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: CII Diploma in Regulated Financial Planning and experience in financial advice and business development.
The predicted salary is between 90000 - 110000 £ per year.
Due to continued expansion, an established Financial Planning firm, that is proud of its collaborative, team lead culture and the open forum to share ideas to be implemented, seeks to recruit an experienced Financial Planner to join this team. The job is based in the East London/North London border, so would suit candidates in this location and is paying a salary range of £90,000-£110,000. They are a 'whole of market' firm and require the experience of a client-centric Financial Planner to carry out the following tasks.
- Responsibilities
- Managing an existing client bank of clients.
- Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients.
- Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice.
- Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives.
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
- Competencies / Skillset
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
- Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention.
- Actively participate in the sharing of knowledge – Financial Planners and the wider team.
- Market Knowledge – Maintain a full and proper understanding of the financial services market.
- Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately.
- Experience / Qualifications
- Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification.
- Previous experience of providing financial planning advice to clients.
- Previous experience in business development and growing a client book.
Independent Financial Adviser - Client Bank Provided in London employer: Blakemore Recruitment
Join a dynamic Financial Planning firm that champions a collaborative and innovative work culture, where your ideas are valued and implemented. Located on the East London/North London border, this role offers an attractive salary range of £90,000-£110,000, alongside opportunities for professional growth and development within a supportive team environment. With a focus on client-centric service and a commitment to excellence, this is an ideal place for experienced Financial Planners looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser - Client Bank Provided in London
✨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 Blakemore Recruitment. 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 Independent Financial Adviser - Client Bank Provided in London
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 Blakemore Recruitment.
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 Blakemore Recruitment'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 Blakemore Recruitment
✨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 Blakemore Recruitment.
✨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 Blakemore Recruitment 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 Blakemore Recruitment 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.
