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- Tasks: Provide financial planning advice and build relationships with clients and networks.
- Company: Independent wealth management firm focused on client-first service.
- Benefits: Competitive salary, performance bonuses, BUPA, pension contributions, and electric car scheme.
- Other info: Flexible working with one office day and excellent growth opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial lives.
- Qualifications: Level 4 DipPFS/DipFA and strong relationship-building skills required.
The predicted salary is between 50000 - 90000 £ per year.
A fiercely independent wealth management firm is looking to hire an experienced Financial Planner across the Midlands. The role suits a Financial Planner who wants to grow and develop an existing client bank, with full paraplanning and admin support around them. You’ll have the tools, brand and internal support to build new relationships, without being dropped into a sink or swim environment.
You’ll do:
- Provide full financial planning advice to a mix of existing and new clients
- Build relationships with professional introducers and personal networks
- Work across your regional market rather than sit behind a desk all week
- Contribute to team goals, client outcomes and wider business projects
- Help support sensible growth across a long established wealth firm
You’ll bring:
- Minimum Level 4 DipPFS/DipFA
- Strong relationship skills and credibility with clients
- Commercial edge, initiative and the willingness to win work
- A collaborative style and no big ego
- Ideally, existing introducer relationships or a strong local network
- Based around the Worcs, Warks, Glos, Staffs, Derbys, and Leics area
You’ll get:
- £50,000 to £90,000 base salary depending on experience
- 10% to 25% bonus based on performance, team contribution and behaviour
- BUPA
- 8% employer pension contribution
- DIS
- Electric car salary sacrifice scheme
- One fixed office day in the Coventry office, field based seeing clients.
This is a client first model with strong internal referrals, professional introducer flow and space created through growth, acquisitions and adviser retirements.
Financial Planner in Coventry employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Coventry
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in your area. Attend local events, join relevant groups, and don’t be shy about reaching out to potential introducers. Building those relationships can really set you apart.
✨Tip Number 2
Show off your expertise! When you meet new clients or contacts, share your knowledge and insights about financial planning. This not only builds credibility but also helps you stand out as someone who genuinely cares about their financial well-being.
✨Tip Number 3
Be proactive in your approach! Don’t wait for clients to come to you; go out and find them. Use your local network to identify potential clients and reach out with tailored advice that meets their specific needs.
✨Tip Number 4
Apply through our website! We’ve got all the tools and support you need to succeed as a Financial Planner. By applying directly, you’ll get a better feel for our culture and how we can help you grow your career.
We think you need these skills to ace Financial Planner in Coventry
Some tips for your application 🫡
Show Your Financial Flair: When you're writing your application, make sure to highlight your financial planning experience. We want to see how you've helped clients in the past and what makes you a great fit for our team.
Build Those Relationships: Since relationship skills are key for this role, share examples of how you've built and maintained client relationships. We love seeing how you connect with people and grow networks!
Be Yourself: We’re all about collaboration here at StudySmarter, so let your personality shine through in your application. Show us that you’re not just another candidate, but someone who can bring a unique vibe to our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, we love seeing candidates who follow our process!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial products and market trends. Brush up on key metrics and recent developments in the wealth management sector. Being able to discuss these confidently will show that you're not just knowledgeable but also passionate about the industry.
✨Build Rapport with Real Examples
Since relationship skills are crucial for this role, prepare to share specific examples of how you've successfully built client relationships in the past. Think about times when you’ve turned a potential client into a loyal one or collaborated effectively with introducers. This will highlight your interpersonal skills and credibility.
✨Show Your Initiative
The job description mentions a 'commercial edge' and the willingness to win work. Be ready to discuss how you've proactively sought out new business opportunities or improved processes in previous roles. This will demonstrate your initiative and readiness to contribute to the firm's growth.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Since they emphasise a collaborative style and a client-first model, think about how your personal values align with theirs. Prepare to articulate why you’re a good fit for their team and how you can contribute to their goals.