At a Glance
- Tasks: Provide holistic financial planning advice to high-net-worth clients.
- Company: Join a prestigious blue-chip firm with a strong reputation.
- Benefits: Up to £80k salary, uncapped bonuses, and 25 days holiday.
- Other info: Enjoy a supportive environment with excellent career progression opportunities.
- Why this job: Grow your career with established clients and comprehensive support.
- Qualifications: Must have a Diploma in financial planning and proven success.
The predicted salary is between 60000 - 80000 £ per year.
Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients.
Our Client, one of the most popular and well-known blue chip firms in the country, are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth.
We are interested in hearing from top performing qualified Financial Planners, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.
The Company offers an excellent package including:
- an excellent basic salary
- uncapped quarterly bonuses
- annual bonuses
- full home office set-up
- pension scheme
- 25 days holiday (excluding bank holidays)
- and much more.
Requirements:
- the legal right to work in the UK
- a demonstrable proven track record of consistent success within your current role
- full Diploma in financial planning (prefer progress also to Chartered status)
- Evidence of commitment to previous employers
Please send your CV in confidence quoting Ref: 867543.
Financial Planner in Manchester employer: Energy Jobline ZR
As a leading blue chip firm in the UK, we pride ourselves on being an exceptional employer that offers a supportive and dynamic work environment for Financial Planners in Manchester. With a focus on employee growth, we provide comprehensive training, a generous benefits package including uncapped bonuses and a robust pension scheme, and the opportunity to work with high-net-worth clients without the pressure of business development. Join us to advance your career while enjoying a healthy work-life balance and a culture that values excellence and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at top firms. A friendly chat can sometimes lead to a job offer before it even hits the market.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of HNW and UHNW client needs. Show us that you understand their unique challenges and how you can provide tailored solutions. Confidence is key!
✨Tip Number 3
Don’t forget to showcase your success stories! Be ready to discuss specific examples of how you've helped clients achieve their financial goals. This will help us see your value as a Financial Planner.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planner in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience with HNW and UHNW clients, and don’t forget to showcase your qualifications and any achievements that demonstrate your success in financial planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for holistic financial planning and how you can contribute to the company’s growth while working with their existing clients.
Showcase Your Track Record:Since they’re looking for top performers, make sure to include specific examples of your past successes. Whether it’s client retention rates or successful financial strategies, numbers speak volumes and can set you apart from other candidates.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Energy Jobline ZR
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around HNW and UHNW clients. Be ready to discuss your previous successes and how they relate to the role. This shows you’re not just qualified but also passionate about what you do.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your achievements and how you've added value to your clients. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Understand the Company Culture
Research the company’s values and recent achievements. Being able to align your personal values with theirs can set you apart. Mentioning their awards or growth during the interview can demonstrate your genuine interest in their success.
✨Ask Insightful Questions
Prepare thoughtful questions that show you’re serious about the role and the company. Inquire about their approach to client relationships or how they support their Financial Planners. This not only shows your enthusiasm but also helps you gauge if it’s the right fit for you.
