At a Glance
- Tasks: Manage and grow an existing client bank while acquiring new clients through proactive business development.
- Company: Established financial planning firm with a collaborative and innovative culture.
- Benefits: Competitive salary up to £120,000, plus bonuses, with flexible hybrid working options.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: CII Diploma in Regulated Financial Planning and experience in client-centric financial advice.
The predicted salary is between 95000 - 120000 £ per year.
To £95,000 - £120,000, plus bonus. Full Time or Part-Time. East London/North London Border - Hybrid Role.
Due to continued expansion, we have been retained by an established Financial Planning firm, that is proud of its collaborative, team‑lead culture and the open forum to share ideas to be implemented. They now seek to recruit an experienced Financial Planner to join this team, to look after and develop an existing client bank and develop the account further. The job is based in the East London/North London border, so would suit candidates in this location and is paying a salary range of £95k-120k. They are a 'whole of market' firm and require the experience of a client‑centric Financial Planner to carry out the following tasks.
Responsibilities- Managing an existing client bank of clients.
- Targeting the acquisition of new clients for the Firm through Business Development activities; pro‑actively representing the business and taking the initiative to meet new potential clients.
- Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice.
- Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives.
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
- Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention.
- Actively participate in the sharing of knowledge – Financial Planners and the wider team.
- Market Knowledge – Maintain a full and proper understanding of the financial services market.
- Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately.
- Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification.
- Previous experience of providing financial planning advice to clients.
- Previous experience in business development and growing a client book.
Financial Planner - Client Bank Provided in City of London employer: Energy Jobline ZR
Join a leading Financial Planning firm in the vibrant East London/North London border, where collaboration and innovation thrive. With a competitive salary of £95,000 - £120,000 plus bonuses, this hybrid role offers a supportive work culture that values team input and personal growth. Benefit from an established client bank while enjoying opportunities for professional development in a dynamic environment that prioritises client satisfaction and quality service.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Client Bank Provided in City of London
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local finance groups, or even hit up social media platforms like LinkedIn. The more connections you make, the better your chances of landing that Financial Planner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've managed client relationships in the past. This is your time to shine and show them why you're the perfect fit for their team.
✨Follow Up Like a Boss
After any interview or networking event, drop a quick thank-you email. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role and remind them of your skills.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you a better chance but also keeps you in the loop about any updates or new opportunities that might pop up.
We think you need these skills to ace Financial Planner - Client Bank Provided in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience with client management and business development, as these are key for us. Use specific examples that showcase your skills in financial planning and how you've successfully built client relationships.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your passion for client-centric financial planning and how you can contribute to our collaborative culture. Keep it engaging and personal!
Showcase Your Qualifications:Don’t forget to mention your CII Diploma in Regulated Financial Planning (DipPFS) qualification. This is essential for us, so make it prominent in your application. Also, share any relevant certifications or training that demonstrate your commitment to professional development.
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 keen on joining our team!
How to prepare for a job interview at Energy Jobline ZR
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to the firm’s performance and the financial services market. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully managed client relationships in the past. Highlight specific instances where you’ve rebuilt relationships or provided exceptional service. This aligns perfectly with the firm's focus on client satisfaction and retention.
✨Demonstrate Business Development Skills
Be ready to discuss your strategies for acquiring new clients. Think about how you can leverage your existing network and any innovative approaches you've used in the past. This will resonate well with the firm's emphasis on business development activities.
✨Emphasise Team Collaboration
Since the firm values a collaborative culture, prepare to talk about your experiences working in teams. Share how you’ve contributed to team goals and supported colleagues, as this will reflect your ability to fit into their team-oriented environment.
