At a Glance
- Tasks: Manage and develop client relationships while providing top-notch financial planning advice.
- Company: Join a growing wealth management business with a supportive culture.
- Benefits: Enjoy competitive salary, bonuses, generous holiday, and hybrid working.
- Other info: Great career progression opportunities and a dynamic work environment.
- Why this job: Inherit an existing client portfolio and build a successful advisory career.
- Qualifications: Financial planning experience and strong communication skills are essential.
The predicted salary is between 100000 - 100000 £ per year.
Wealth Planner / Financial Planner
Location: Saffron Walden area (candidates should ideally live within approximately 15 miles of the office)
Working Pattern: Hybrid - 3 days office-based, 2 days from home
Salary: Dependent on experience
Benefits: Competitive package including bonus, pension, life assurance and enhanced holiday entitlement
An Outstanding Opportunity for an Ambitious Wealth Planner
This is a rare opportunity to join a well-established and growing wealth management business in a role that comes with an existing client portfolio, a clear pathway for progression and significant future earning potential. Whether you are an experienced Wealth Planner looking for your next step or an adviser with strong foundations and the ambition to develop further, this role offers the support, client access and long-term prospects to build a highly successful career.
From day one, you will inherit a recurring revenue portfolio worth approximately £100,000 per annum, providing an excellent platform from which to develop client relationships and grow your business. In addition, a further tranche of clients worth around £150,000 per annum is expected to transfer during the following year.
The Role
- You will be responsible for managing and developing an existing portfolio of private clients, providing ongoing financial planning advice and delivering a high standard of service.
- Responsibilities will include:
- Managing and developing relationships with existing clients.
- Conducting client reviews and identifying planning opportunities.
- Delivering holistic financial planning advice.
- Working collaboratively with paraplanners and support staff.
- Maintaining compliance and professional standards.
- Supporting business development initiatives and professional networking activities.
- Contributing to the continued growth of the advisory business.
About You
Some financial planning experience is essential, but attitude, potential and a strong technical foundation are equally important. You will ideally have:
- Experience within financial planning, wealth management or private client advice.
- Good overall knowledge of pensions, investments and personal taxation.
- Strong relationship-building and communication skills.
- A client-focused and professional approach.
- Commercial awareness and the ambition to develop a successful advisory career.
- The ability to work independently while remaining a collaborative team player.
- Progress towards Chartered status or a relevant professional qualification would be advantageous.
Business Development Expectations
Alongside servicing and developing your existing client portfolio, there is an expectation to generate new business equivalent to approximately 20% of your recurring client revenue.
Benefits
- 25 days holiday plus bank holidays.
- Additional holiday entitlement after 3 years' service, increasing by one day per year up to a maximum of 30 days plus bank holidays.
- Employer pension contribution of 4% matched by a 4% employee contribution.
- Group Life Assurance of 4x base salary.
- Discretionary annual bonus.
- Hybrid working arrangement.
Why Apply?
This is more than just another adviser role. It offers an established client bank, future client transfers already planned, genuine career progression, and the opportunity to build a long-term future within a successful and growing wealth management business.
Financial Planner in Saffron Walden employer: Blakemore Recruitment
Join a thriving wealth management firm in the Saffron Walden area, where you will benefit from a competitive salary and an attractive benefits package, including enhanced holiday entitlement and a generous pension scheme. Our supportive work culture fosters professional growth, offering you the chance to inherit a substantial client portfolio and develop your career with clear pathways for advancement. With a hybrid working model and a focus on collaboration, this is an exceptional opportunity for ambitious financial planners seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Saffron Walden
✨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 Financial Planner in Saffron Walden
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.
