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- Tasks: Wealth Planners manage pre-qualified leads, conduct presentations, and hold meetings, mostly via video.
- Company: Join a dynamic firm that collaborates with solicitors to generate valuable leads for financial planning.
- Benefits: Enjoy a competitive salary, bonus potential, and comprehensive support including paraplanning and admin assistance.
- Why this job: This role offers a chance to excel in wealth planning with a strong lead generation system and supportive culture.
- Qualifications: Seeking experienced planners with 2-5 years in the field; CAS qualification is essential.
- Other info: Opportunities available in major cities like Manchester, Birmingham, and Oxford.
The predicted salary is between 36000 - 60000 £ per year.
Are you looking for qualified leads? Our Client works with Solicitor Connections and produces leads for Planners. Wealth Planners will get paraplanning and admin support and they will get more leads than they know what to do with, these are coming from the solicitor practices who are working with wills predominantly.
All the leads and meetings are pre-qualified for Planner. The Wealth Planners do presentations and then some face-to-face meetings, but a lot of it will be done on video. The Wealth Planners get 10 leads a week which are being pre-qualified. Conversion rate on these is 3 out of 10 - but this could be higher. Paraplanning and admin is done for the Wealth Planners.
Wealth Planner Employed Package
- Experienced Wealth Planner with 5 years+ experience basic of £60-70,000 + bonus and should have CAS.
- Junior Wealth Planner with about 2 years’ experience basic of £30-40,000+ bonus.
There is no validation. The bonus earnings are based on what is banked. We have vacancies attached to Solicitor Offices in: Manchester, Birmingham, Oxford, Bristol, Cardiff, Brighton and Derby.
Wealth Planner employer: CFP JOBS
Contact Detail:
CFP JOBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Familiarise yourself with the legal aspects of wealth planning, especially in relation to wills and estate management. Understanding how solicitors operate will help you communicate effectively with potential leads and demonstrate your expertise.
✨Tip Number 2
Practice your presentation skills, as you'll be doing a lot of them both face-to-face and via video. Consider recording yourself to refine your delivery and ensure you come across as confident and knowledgeable.
✨Tip Number 3
Network with professionals in the legal field, particularly solicitors. Building relationships can lead to more referrals and a better understanding of the types of clients you’ll be working with.
✨Tip Number 4
Stay updated on market trends and financial products relevant to wealth planning. This knowledge will not only boost your confidence but also enhance your credibility when discussing options with clients.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth planning, especially any roles where you've worked with solicitors or handled pre-qualified leads. Use specific examples to demonstrate your success in converting leads into clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience with paraplanning and admin support, and how you can leverage the leads provided to achieve high conversion rates.
Showcase Your Communication Skills: Since the role involves presentations and video meetings, emphasise your communication skills. Provide examples of successful presentations or client interactions that showcase your ability to engage and convert leads.
Highlight Your Qualifications: Clearly state your qualifications, including your CAS status if applicable. If you're applying for the junior position, mention any relevant training or certifications that demonstrate your commitment to the field.
How to prepare for a job interview at CFP JOBS
✨Know Your Numbers
As a Wealth Planner, you'll need to demonstrate your understanding of conversion rates and lead generation. Be prepared to discuss your past experiences with leads and how you've successfully converted them into clients.
✨Showcase Your Presentation Skills
Since the role involves presentations and video meetings, practice delivering a mock presentation. Highlight your ability to communicate complex financial concepts clearly and engagingly.
✨Understand the Client's Needs
Research the types of clients you will be working with, especially those coming from solicitor practices. Be ready to discuss how you would tailor your approach to meet their specific needs and concerns.
✨Highlight Team Collaboration
With paraplanning and admin support provided, emphasise your ability to work collaboratively with other team members. Share examples of how you've successfully worked in a team to achieve common goals in previous roles.
