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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 field-based role with opportunities for growth and collaboration.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- 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 Leicester 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 Leicester
✨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
Showcase your expertise! Consider hosting a workshop or webinar on financial planning topics that resonate with your target audience. This not only positions you as an expert but also helps you connect with potential clients in a relaxed setting.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to share insights, articles, and success stories. Engage with your network regularly to keep your name top of mind when they think of financial planning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Financial Planner role. Highlight your experience in financial planning, relationship building, and any relevant qualifications like DipPFS or DipFA. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your skills align with our client-first model. Keep it engaging and personal – we love a bit of personality!
Showcase Your Network: If you've got existing introducer relationships or a strong local network, make sure to mention them! We’re keen on candidates who can hit the ground running and build new relationships, so let us know how you can leverage your connections.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your financial acumen. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. This shows you’re not just book-smart but can also think on your feet.
✨Build Rapport
Relationship skills are crucial in this role. Practice building rapport with your interviewer by engaging in small talk and showing genuine interest in their experiences. This will help you come across as personable and relatable, which is key for client interactions.
✨Showcase Your Network
If you have existing introducer relationships or a strong local network, make sure to highlight these during the interview. Discuss how these connections can benefit the firm and contribute to its growth, demonstrating your proactive approach to business development.
✨Emphasise Team Collaboration
This role values a collaborative style, so be prepared to share examples of how you’ve worked effectively within a team. Highlight any projects where you contributed to team goals or supported colleagues, showcasing your ability to work towards common objectives.