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- Tasks: Deliver expert financial advice and develop wealth strategies for high net worth clients.
- Company: Join a leading Wealth Management firm in Leeds, specialising in private client financial planning.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Make a real impact on clients' financial futures while working in a dynamic and supportive culture.
- Qualifications: Must have DipPFS and experience in financial planning for high net worth individuals.
- Other info: This role offers the chance to work closely with clients and enhance your financial expertise.
The predicted salary is between 36000 - 60000 £ per year.
The Company: An established Wealth Management and Advisory firm in the Leeds area, specialising in High Net Worth Private Client Financial Planning and Investment Management.
The Role: This role is based in Leeds. The Financial Planner will confidently deliver highly competent Financial Advice to HNW clients, developing Wealth Strategies and technical Wealth Planning for clients to protect and manage their finances.
The Financial Planner will provide financial planning advice discussing the following with HNW clients:
- Investments
- Pensions
- Protection
- IHT Planning
- EIS
- VCT
- Life wrappers
Preparing technical planning, fact finding on existing plans and policies, and understanding broader HNW client objectives. Working with other team members in the business to prepare cash flow plans and write financial reviews. Attend HNW client meetings to present cash flow plans to clients.
The Financial Planner will stay up to date with new Investment products coming to market. Preparation of internal analysis reports, scenario planning, and suitability letters for review. The Financial Planner will prepare the pre-annual review documentation and attend the annual review meetings.
Financial Planner, HNW clients, DipPFS, Wealth Management employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, HNW clients, DipPFS, Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who focus on High Net Worth clients. Attend industry events or seminars in Leeds to meet potential colleagues and clients, which can help you gain insights into the specific needs of HNW clients.
✨Tip Number 2
Stay updated on the latest financial products and market trends relevant to HNW clients. Subscribe to industry publications or join online forums where financial planners discuss new investment strategies and regulatory changes that could impact your advice.
✨Tip Number 3
Consider shadowing an experienced Financial Planner who works with HNW clients. This hands-on experience will give you a better understanding of client interactions and the complexities involved in wealth management.
✨Tip Number 4
Prepare to demonstrate your technical knowledge during interviews by discussing specific case studies or scenarios you've encountered. Highlight your ability to create tailored wealth strategies and how you've successfully managed client relationships in the past.
We think you need these skills to ace Financial Planner, HNW clients, DipPFS, Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with High Net Worth clients. Emphasise any qualifications like DipPFS and specific skills related to wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with investments, pensions, and other areas specified in the job description, and explain how you can add value to their team.
Showcase Technical Knowledge: In your application, demonstrate your technical knowledge of wealth strategies and financial products. Discuss your familiarity with IHT planning, EIS, VCT, and life wrappers to show you are well-versed in the necessary areas.
Highlight Team Collaboration Skills: Since the role involves working with other team members, mention any previous experiences where you successfully collaborated on financial planning or client meetings. This will show your ability to work effectively within a team.
How to prepare for a job interview at Click To Hired
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products relevant to HNW clients, such as investments, pensions, and tax planning strategies. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've tailored financial advice to meet specific client needs in the past. This will highlight your ability to develop personalised wealth strategies and show that you prioritise client objectives.
✨Stay Updated on Market Trends
Research recent developments in wealth management and investment products. Being knowledgeable about current trends will not only impress your interviewers but also demonstrate your commitment to continuous learning in the field.
✨Practice Your Presentation Skills
Since you'll be presenting cash flow plans to clients, practice explaining complex financial concepts in a clear and engaging manner. This will help you convey your ideas effectively during the interview and showcase your communication skills.
