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- Tasks: Provide client-facing financial advice and support using modern technology.
- Company: Join a prestigious global wealth management firm with a strong growth vision.
- Benefits: Up to £75,000 salary, discretionary bonus, hybrid working, and excellent benefits.
- Other info: Be part of a rapidly growing team with genuine career progression.
- Why this job: Accelerate your career in a high-profile business with warm client opportunities.
- Qualifications: Experience in financial planning or wealth advice is essential.
The predicted salary is between 75000 - 75000 £ per year.
An exceptional opportunity for a Financial Planner to join the London team of a highly regarded global wealth management business, via an exciting, rapidly growing planning-led proposition. This is a fantastic move for an adviser who enjoys client-facing advice and wants the backing of a major brand, strong infrastructure, and genuine career progression.
You will step into a role where client meetings are booked into your diary, with advice supported by modern technology and a dedicated servicing infrastructure. The opportunity offers the chance to be part of a business investing heavily in growth, with significant expansion plans and a clear long-term vision for the proposition.
- Up to £75,000 basic salary + a strong benefits package
- Discretionary bonus
- Hybrid working
- London office
Financial planning / wealth advice experience - A brilliant opportunity for an adviser looking to accelerate their career within a high-profile wealth business, with warm client flow, strong infrastructure, and long-term progression.
Financial Service Planner in City of London employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Planner in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a company you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since this role is with a major brand in wealth management. Be ready to discuss how your experience aligns with their planning-led proposition and how you can contribute to their growth.
✨Tip Number 3
Showcase your client-facing skills! During interviews, share specific examples of how you've successfully advised clients in the past. Highlight your ability to build relationships and provide tailored financial advice, as this is key for the role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and aspirations. Plus, it shows you're serious about joining our team and taking your career to the next level.
We think you need these skills to ace Financial Service Planner in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Financial Service Planner role. Highlight your client-facing advice experience and any relevant financial planning achievements to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for wealth management and how you can contribute to our growth. Be genuine and let your personality come through – we love to see that!
Showcase Your Tech Savvy: Since we support our advisers with modern technology, mention any tools or software you’re familiar with in your application. This will show us that you’re ready to hit the ground running and make the most of our infrastructure.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Service Planner, you’ll need to demonstrate your understanding of financial metrics and wealth management strategies. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles.
✨Showcase Client-Centric Skills
This role is all about client-facing advice, so prepare examples that highlight your ability to build relationships and provide tailored financial solutions. Think of specific instances where you’ve successfully navigated client needs.
✨Familiarise with Technology
Since the company uses modern technology to support advice, make sure you’re comfortable discussing any relevant tools or software you’ve used in previous positions. Being tech-savvy can set you apart from other candidates.
✨Express Your Career Aspirations
The opportunity for career progression is a big draw for this role. Be clear about your long-term goals and how they align with the company's vision. Show enthusiasm for growth and how you plan to contribute to their expansion plans.