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- Tasks: Provide expert financial planning advice to high-net-worth clients.
- Company: Join a prestigious Private Bank known for its exceptional client service.
- Benefits: Enjoy a hybrid working model and collaborate with a dynamic team.
- Why this job: Engage with interesting clients and tackle complex financial challenges daily.
- Qualifications: Experience in financial planning for HNW clients and Level 6 qualification preferred.
- Other info: Work closely with private bankers and internal stakeholders in a corporate setting.
The predicted salary is between 72000 - 108000 £ per year.
We are pleased to be working on an exclusive basis with a high profile Private Bank looking to hire an experienced Financial Planner, at either Associate Director or Director level, to their Guildford office.
Working closely with a small team of Private Bankers, you will provide complex financial planning advice to HNW & UHNW clients (typically £3M-20M investable assets) with a focus on pensions and retirement planning, protection and IHT planning solutions. The role is focused on advising existing clients and those referred internally - this is a role in which you will spend your time in front of interesting and challenging clients, with complex needs, on a daily basis. Client base is varied with a primary focus on owner managers and entrepreneurs, senior executives, as well as those in the public eye.
Ideally you will be accustomed to working in a corporate environment, and used to working with multiple internal stakeholders. Experience in a similar setting, providing complex financial planning to HNW clients, and Level 6 qualification (flexible on CII/CISI/LIBF), would be advantageous.
The role offers a hybrid working model with typically 3 days spent in the office.
Financial Planner Director or Associate Director, Private Bank - Guildford employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Director or Associate Director, Private Bank - Guildford
✨Tip Number 1
Network with professionals in the private banking sector, especially those who work with HNW and UHNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of this client base.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly around pensions, retirement, and inheritance tax. This knowledge will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience with complex financial planning scenarios during interviews. Be ready to share specific examples of how you've successfully advised clients with similar profiles to those you'll be working with at StudySmarter.
✨Tip Number 4
Showcase your ability to collaborate with internal stakeholders by highlighting past experiences where teamwork led to successful outcomes. This is crucial in a corporate environment like ours, where multiple departments often work together to serve clients effectively.
We think you need these skills to ace Financial Planner Director or Associate Director, Private Bank - Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, particularly with HNW and UHNW clients. Emphasise any relevant qualifications, such as Level 6 certifications, and detail your experience in pensions, retirement planning, and IHT solutions.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your understanding of the complexities involved in advising high-net-worth clients and how your background makes you a perfect fit for the position.
Showcase Relevant Experience: When detailing your work history, focus on specific examples where you've successfully provided complex financial advice. Highlight your ability to work collaboratively with internal stakeholders and your experience in a corporate environment.
Proofread and Edit: Before submitting your application, carefully proofread your documents. Check for any spelling or grammatical errors, and ensure that your information is clear and concise. A polished application reflects your professionalism.
How to prepare for a job interview at BWD Search & Selection
✨Understand the Client Base
Familiarise yourself with the types of clients you will be working with, such as owner managers and senior executives. Be prepared to discuss how your experience aligns with their complex financial needs.
✨Showcase Your Technical Knowledge
Highlight your expertise in pensions, retirement planning, and IHT solutions. Be ready to provide examples of how you've successfully advised HNW clients in the past.
✨Demonstrate Team Collaboration
Since the role involves working closely with Private Bankers and other stakeholders, prepare to discuss your experience in a corporate environment and how you effectively collaborate with others to achieve client goals.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills. Think of specific scenarios where you've navigated complex financial situations and how you approached them to deliver successful outcomes for your clients.
