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For Companies At a Glance
- Tasks: Drive business growth by advising clients on financial strategies and building strong relationships.
- Company: Leading independent provider of pensions and employee benefits solutions.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in financial planning while mentoring junior staff.
- Qualifications: 2:1 in a numerate degree and CFA Level 4 qualified.
- Other info: Join a dynamic team with opportunities for career advancement.
The predicted salary is between 43200 - 72000 £ per year.
We are currently recruiting for a leading independent provider of specialist pensions, trustee and employee benefits who are looking to recruit a Senior Manager. The company is a leading, independent provider of specialist pensions, trustee and employee benefits solutions to small to medium enterprises and large corporates.
Role Purpose
To contribute to the growth of the business by servicing existing clients and winning new clients through identifying and pursuing new client opportunities in the market, often working with third party intermediaries.
Key Accountabilities
- Experienced regulated Investment Adviser to advise private clients, trusts and some corporate clients on:
- Strategic asset allocation and collective investment funds;
- Long term cash flow projections;
- Pension contribution planning and taking benefits;
- Life assurance;
- Deposits and other cash based investments;
- Wider holistic financial planning.
Meet the company's compliance requirements and maintenance of regulatory status. Contribute to the team’s ongoing development of services. Assist in the development of more junior members of staff, taking on the role of mentor, where required. Take financial responsibility, being accountable for delivery of the revenue targets and billing for own portfolio of clients.
Technical Knowledge and Professional Qualifications
Key Skills
- Operates with professional integrity, focusing on providing robust and cost effective solutions based on client requirements
- Technically strong
- Successful track record of building and sustaining relationships with client and third party potential introducers
- Strong team player who easily builds rapport
- “Self-starter”; takes personal responsibility
- Strong verbal and written communication skills, with the ability to communicate complex investment and financial planning issues to clients
Required
- Minimum 2:1 in a numerate degree
- CFA Level 4 Qualified
Senior Manager - London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager - London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Senior Manager role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with strategic asset allocation and financial planning in detail. Be ready to share specific examples of how you've helped clients achieve their goals.
✨Tip Number 3
Practice your pitch! Whether it's a casual chat or a formal interview, make sure you can clearly articulate your value proposition. Highlight your track record in building relationships and delivering results.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're serious about joining our team and helps us keep track of all the amazing talent out there.
We think you need these skills to ace Senior Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Manager role. Highlight your experience in advising clients and managing portfolios, as well as any relevant qualifications like your CFA Level 4. We want to see how your skills align with 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 contributed to business growth. We love a good story that showcases your expertise!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge, don’t shy away from mentioning your experience with strategic asset allocation and financial planning. We want to know how you can bring value to our team and help our clients succeed!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investment strategies, and financial planning. Be ready to discuss specific examples of how you've successfully advised clients in the past, as this will show your expertise and confidence.
✨Showcase Your Relationship Skills
Since building relationships is key for this role, prepare to share stories that highlight your ability to connect with clients and third-party intermediaries. Think about times when you’ve turned a potential lead into a loyal client and how you maintained that relationship.
✨Demonstrate Leadership Qualities
As a Senior Manager, you'll be expected to mentor junior staff. Be prepared to discuss your leadership style and provide examples of how you've developed others in your previous roles. This will show that you're not just a self-starter but also a team player.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, review the relevant regulations and be ready to discuss how you've ensured compliance in your previous positions. This will demonstrate your understanding of the industry's standards and your commitment to maintaining them.
