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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 primarily in Southampton, with opportunities for professional growth.
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, for their Hampshire/Dorset region.
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 2-3 days spent in their Southampton office.
Financial Planner Director or Associate Director - Private Bank, Hampshire/Dorset 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, Hampshire/Dorset
✨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. Think of specific examples where 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 the one at StudySmarter.
We think you need these skills to ace Financial Planner Director or Associate Director - Private Bank, Hampshire/Dorset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with HNW and UHNW clients. Emphasise your qualifications, such as Level 6 certifications, and any specific achievements in pensions, retirement, and IHT planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience working in corporate environments and your ability to collaborate with internal stakeholders. Use specific examples to demonstrate your expertise in complex financial planning.
Highlight Client Management Skills: In your application, emphasise your experience in managing relationships with high-profile clients. Discuss how you have successfully navigated complex client needs and provided tailored financial solutions, particularly for owner managers and senior executives.
Showcase Your Soft Skills: Don’t forget to mention your interpersonal skills, as this role involves working closely with clients and team members. Highlight your communication skills, ability to build trust, and how you handle challenging situations with professionalism.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Financial Planning Fundamentals
Brush up on your knowledge of pensions, retirement planning, and IHT solutions. Be prepared to discuss specific strategies you've implemented in the past and how they benefited your clients.
✨Understand the Client Base
Familiarise yourself with the types of clients you'll be working with, such as owner managers and senior executives. Tailor your examples and experiences to show how you can meet their unique needs.
✨Showcase Your Teamwork Skills
Since the role involves working closely with Private Bankers and other stakeholders, highlight your experience in collaborative environments. Share examples of successful projects where teamwork was key.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills with complex client situations. Prepare scenarios where you successfully navigated challenges and delivered tailored financial solutions.
