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For Companies At a Glance
- Tasks: Provide tailored financial advice and manage client portfolios for HNW & UHNW clients.
- Company: Join a forward-thinking financial planning firm known for its integrity and excellence.
- Benefits: Enjoy a competitive salary, hybrid working options, and opportunities for personal development.
- Why this job: Advance your career in a collaborative environment focused on client success and professional growth.
- Qualifications: Experience as a Chartered Financial Planner with a strong client relationship focus is essential.
- Other info: This role offers a chance to make a real impact in clients' financial lives.
The predicted salary is between 43200 - 72000 £ per year.
Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced Chartered Financial Planner, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients.
Key Responsibilities include:
- Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
- Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.
In return they offer:
- Highly competitive salary and benefits package.
- Hybrid working options.
- Opportunities for professional and personal development and career advancement within a supportive environment.
This is an exceptional opportunity for an experienced Financial Planner to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.
Financial Advisor - HNW & UHNW Clients employer: Burton Recruitment Limited
Contact Detail:
Burton Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - HNW & UHNW Clients
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with HNW and UHNW clients. Attend industry events, webinars, and local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning, particularly those affecting high-net-worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice.
✨Tip Number 3
Consider obtaining additional certifications or qualifications relevant to HNW and UHNW financial planning. This can set you apart from other candidates and show your dedication to professional growth.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your past experience where you've successfully managed portfolios for high-net-worth clients. This will showcase your ability to deliver tailored solutions and build strong client relationships.
We think you need these skills to ace Financial Advisor - HNW & UHNW Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with HNW and UHNW clients. Use specific examples of how you've provided bespoke solutions and client-centric advice.
Craft a Compelling Cover Letter: In your cover letter, emphasise your ability to build strong client relationships and your experience in portfolio management. Mention any successful business development initiatives you've led to showcase your proactive approach.
Showcase Your Qualifications: Clearly list your qualifications, including any Chartered Financial Planner status. Highlight any additional certifications or training that demonstrate your expertise in financial planning and investment strategies.
Prepare for Interviews: If invited for an interview, prepare to discuss your approach to client relationship development and how you adapt financial plans based on changing circumstances. Be ready to provide examples of how you've successfully managed client portfolios.
How to prepare for a job interview at Burton Recruitment Limited
✨Understand the Client Base
Familiarise yourself with the specific needs and expectations of HNW and UHNW clients. Be prepared to discuss how you would tailor your financial advice to meet their unique goals and circumstances.
✨Showcase Your Expertise
Highlight your qualifications and experience as a Chartered Financial Planner. Be ready to provide examples of successful strategies you've implemented in the past, particularly those that demonstrate your ability to manage complex portfolios.
✨Emphasise Relationship Building
Discuss your approach to developing and maintaining strong client relationships. Share examples of how you've adapted financial plans based on changing client needs and how you ensure ongoing communication and support.
✨Demonstrate Business Development Skills
Be prepared to talk about your experience in expanding a client base through networking and referrals. Share specific strategies you've used to identify new opportunities and how you plan to contribute to the firm's growth.
