At a Glance
- Tasks: Deliver holistic financial planning to high-net-worth clients and manage existing client relationships.
- Company: Join a reputable financial planning firm with a focus on professional growth.
- Benefits: Competitive salary, uncapped bonuses, private medical insurance, and generous holiday allowance.
- Other info: Strong support for career development and a collaborative work culture.
- Why this job: Inherit a substantial client bank and make a real impact in clients' financial futures.
- Qualifications: Minimum 2 years of advisory experience; ideally working towards Chartered status.
The predicted salary is between 50000 - 80000 £ per year.
We are recruiting an ambitious and high‑calibre Financial Planner to join a growing Financial Planning team based in Leigh‑on‑Sea. The successful individual will inherit part of a substantial existing HNW client bank and will work with affluent individuals, families, business owners and trusts, delivering holistic, goal‑based financial planning.
This role would suit an adviser already accustomed to working with higher‑net‑worth clients, managing larger client banks and recurring income books and delivering complex financial planning strategies. The business has built an exceptional reputation within the market and combines a collaborative culture with a strong focus on professional development, client service and long‑term career progression.
Opportunity- Existing HNW client bank to inherit
- Salary circa £70,000+ depending on experience
- Uncapped bonus structure based on revenue generated
- Partnership route available with profit‑share structure
- Strong paraplanning and operational support
- Industry‑leading sales support programme
- Further exam support available
- Generous holiday allowance
- Private medical insurance
- Pension scheme
- Income protection
- Death in service cover
- Be an experienced Financial Planner with a minimum of 2 years’ advisory experience
- Ideally be Chartered or working towards Chartered status
- Have strong technical knowledge across investments, pensions, ISAs, bonds and protection
- Be organised, professional and capable of working autonomously
- Have a genuine passion for delivering high‑quality financial planning
Senior Financial Planner – Inherit HNW Book employer: Eden Rose
Join a leading Financial Planning team in Leigh-on-Sea, where you will benefit from inheriting a substantial HNW client bank and enjoy a collaborative work culture that prioritises professional development and client service. With competitive salaries, uncapped bonuses, and a clear partnership route, this role offers meaningful career progression alongside generous benefits including private medical insurance and a strong support system for your success.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner – Inherit HNW Book
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in financial planning. Share insights, write articles, or even host webinars. This will not only boost your visibility but also demonstrate your passion for the field to potential employers.
✨Tip Number 3
Prepare for interviews like it’s the big game! Research the company thoroughly, understand their client base, and be ready to discuss how you can add value. We recommend practising common interview questions and having a few of your own ready to show your interest.
✨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 are proactive and engaged. So, hit that apply button and let’s get you on the path to landing that Senior Financial Planner role!
We think you need these skills to ace Senior Financial Planner – Inherit HNW Book
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior Financial Planner role. Highlight your experience with high-net-worth clients and any relevant qualifications, like your journey towards Chartered status.
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 you can contribute to our collaborative culture. Be genuine and let your personality come through.
Showcase Your Technical Knowledge:We’re looking for someone with strong technical knowledge across investments, pensions, ISAs, and more. Make sure to mention specific examples of how you've applied this knowledge in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial products and strategies. Brush up on your knowledge of investments, pensions, ISAs, and bonds. Be ready to discuss specific examples from your past experience where you've successfully managed HNW clients and delivered complex financial planning.
✨Showcase Your Client Management Skills
Since you'll be inheriting a substantial client bank, it's crucial to highlight your experience with high-net-worth individuals. Prepare to share stories that illustrate your ability to build relationships, understand client needs, and provide tailored financial solutions. This will show them you’re not just about numbers but also about people.
✨Demonstrate Your Passion for Financial Planning
The role requires a genuine passion for delivering high-quality financial planning. During the interview, express why you love this field and how you stay updated with industry trends. Share any relevant certifications or courses you’re pursuing, especially if you're working towards Chartered status.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s culture, their approach to client service, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
