Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial planning and wealth management to high-net-worth clients.
- Company: Join a prestigious Mansfield-based financial planning firm with a strong reputation.
- Benefits: Enjoy a competitive salary, flexible working options, and a comprehensive benefits package.
- Other info: Inherit an established client base and enjoy attractive earning potential.
- Why this job: This role offers growth potential towards a leadership position in a supportive team environment.
- Qualifications: Must hold QCF level 4 Diploma and have experience in private wealth advisory.
The predicted salary is between 55000 - 75000 £ per year.
Job Description
The Company: A prestigious, Mansfield based Financial Planning firm who are part of a larger professional services group are looking to attract an experienced Financial Planner to their team. This will be someone who has ambitions to step into a ‘head of’ type role short-term. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank; with experience managing HNW, private clientele very much key to being successful in this role.
- Office Location: Mansfield
- Hybrid/Home Working: Yes – Flexible
Package: £65-75k base DOE & full company benefits
- Key Benefits: Pension, 2xDIS and a full flexible benefits package
- Holidays: 25 days holiday stats
The Role: To provide high-quality financial planning and wealth management services to an existing portfolio of private wealth clients, while also generating new business through warm, in-house leads:
- Deliver independent financial advice across various areas focusing on high value investments and trust work
- Conduct comprehensive client meetings to understand their financial position, objectives, and risk appetite.
- Create and present tailored financial plans and recommendations based on individual client needs.
- Monitor and adjust client portfolios regularly to ensure they remain aligned with financial goals.
- Utilise cashflow modelling to build comprehensive financial plans, updating them in line with review schedules and life changes.
- Ensure all advice complies with current financial regulations and industry best practices.
- Maintain accurate records of client interactions, advice provided, and portfolio management activities.
- Foster and nurture long-term client relationships, offering continuous support and financial guidance.
- Conduct regular financial reviews with clients and make appropriate adjustments as needed.
- Confidently manage client reviews both remotely and in person.
The Person: You must be QCF level 4 Diploma qualified as a minimum, hold CAS and come with private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM. Are you wanting:
- An established client-base to inherit and service?
- Attractive earning potential and client-base growth opportunities?
- A focused team-lead type opportunity aimed at progressing towards Partner level?
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours
Financial Planner employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Research the latest trends in wealth management and financial planning, particularly focusing on high-value investments and trust work. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your previous experiences managing private wealth clients in detail. Be ready to share specific examples of how you've successfully built client relationships and generated new business, as this will demonstrate your suitability for the role.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your personal goals align with their objectives, especially regarding client service and business development, to show that you're a great fit for their team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, particularly with high-net-worth clients. Emphasise any relevant qualifications, such as your QCF level 4 Diploma and CAS, to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ambition to step into a leadership role. Mention specific experiences where you've successfully managed client portfolios and generated new business.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client relationship management, cashflow modelling, and compliance with financial regulations. Use examples to illustrate how you've applied these skills in previous roles.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on the radar of the hiring team and show your enthusiasm for the opportunity.
How to prepare for a job interview at CB3 Associates Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and investment strategies. Brush up on your knowledge of high-value investments and trust work, as you'll likely be asked to discuss these during the interview.
✨Demonstrate Client-Centric Approach
Showcase your ability to build and maintain long-term client relationships. Prepare examples of how you've successfully managed client portfolios and adjusted strategies based on their evolving needs and goals.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to create tailored financial plans or navigate complex client situations, and be ready to discuss them.
✨Highlight Regulatory Knowledge
Since compliance is key in financial planning, be prepared to discuss current financial regulations and industry best practices. This will demonstrate your commitment to providing sound advice and maintaining ethical standards.