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- Tasks: Join a growing financial planning team, working with clients from entertainment and business sectors.
- Company: A dynamic UK/US financial planning start-up focused on innovation and client influence.
- Benefits: Enjoy flexible work, 25 days holiday, private medical insurance, and support for further qualifications.
- Why this job: Make an impact in a niche field while learning from experienced leaders in a supportive environment.
- Qualifications: Must hold dual qualifications in the US and UK with two years of cross-border financial planning experience.
- Other info: No CV? No problem! Just reach out and we can sort that later.
The predicted salary is between 60000 - 85000 £ per year.
As much as you love the job, life at work is frustrating when you don't feel you have a voice. At this niche UK/US financial planning business you won't face those frustrations. One of the benefits of joining a small, start-up outfit like this is that you'll have a say in how they grow. A seat at the table to have an influence over proposition, strategy and culture. And an invaluable lesson in how to run and scale a business.
There's already plenty to build on. They were only set up a couple of years ago and they've already grown AUM to an impressive figure. With a steady flow of referrals and leads from professional connections, they're going to need an extra planner to cope with demand.
You'll work alongside the MD who set up and oversaw such impressive growth. Supported by a specialist paraplanner, you'll work with existing clients and build client numbers. As for the clients, 50% of them are from the entertainment sector, including sports stars and musicians. The other 50% are business owners/leaders.
Proposition wise you'll be independent. You’ll have a full range of solutions at your disposal e.g. VCT, EIS, mortgages and protection. Salary is up to £85,000 and there are two bonus schemes: one based on quality/values, the other on performance. Your targets will be tailored to you and agreed with you at the outset.
As for other benefits:
- Support with further qualifications, including study leave
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- The ability and support to work flexibly where appropriate
- Cycle to Work Scheme
- Private Medical Insurance (Bupa)
HERE'S WHAT YOU'LL NEED:
You'll hold dual qualifications in the US and UK and have at least two years experience in cross-border financial planning. You'll also have a strong understanding of US and UK tax regimes and regulations. These are must-haves. Cross-border financial planning is a niche area requiring expertise and it's vital for this business that you have it.
Ready to take your expertise to another level? Click apply. If you don't have a CV, don't worry. Send us a way of contacting you and we can come to the CV later. Everyone will receive a response.
Financial Planner UK/US planning employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner UK/US planning
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who have experience in cross-border planning. Attend industry events or webinars to connect with potential colleagues and learn more about the niche market.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in both US and UK financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Consider reaching out to current employees of the company through LinkedIn. Ask them about their experiences and insights into the company culture, which can help you tailor your approach during the interview process.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully navigated cross-border financial planning challenges in the past. This will showcase your expertise and make you stand out as a candidate who can contribute immediately.
We think you need these skills to ace Financial Planner UK/US planning
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your dual qualifications in the US and UK, along with your two years of experience in cross-border financial planning. This is crucial for the role.
Showcase Your Knowledge: Demonstrate your understanding of US and UK tax regimes and regulations in your application. Use specific examples to illustrate your expertise in these areas.
Tailor Your Application: Customise your CV and cover letter to reflect the unique aspects of this niche financial planning business. Mention how you can contribute to their growth and culture.
Express Your Interest: In your cover letter, convey your enthusiasm for working in a start-up environment where you can have a say in the company's direction. Highlight your desire to influence strategy and client relationships.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Showcase Your Cross-Border Expertise
Make sure to highlight your dual qualifications and experience in cross-border financial planning. Be prepared to discuss specific cases where you've successfully navigated the complexities of both US and UK tax regimes.
✨Demonstrate Your Understanding of the Client Base
Since a significant portion of clients come from the entertainment sector, it’s crucial to show that you understand their unique financial needs. Share any relevant experiences or insights you have about working with high-profile clients like sports stars and musicians.
✨Emphasise Your Influence on Business Growth
This role offers a chance to influence the company's strategy and culture. Prepare examples of how you've contributed to business growth in previous roles, and express your enthusiasm for having a voice in shaping the future of the company.
✨Be Ready to Discuss Tailored Targets
The company values a personalised approach to targets. Think about what kind of performance metrics you would find motivating and be ready to discuss how you can align your goals with the company's objectives during the interview.
