At a Glance
- Tasks: Conduct portfolio reviews and collaborate on client financial planning.
- Company: Join a reputable financial practice in Chester with a strong client base.
- Benefits: Enjoy a competitive salary, executive benefits, and dedicated support.
- Other info: Full-time role with opportunities for professional development and growth.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Experience in IHT, VCT, EIS, and SIPP/SSAS schemes is essential.
The predicted salary is between 36000 - 60000 £ per year.
A regional professional practice in Chester is looking for a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the demands of the legal arm.
Role and responsibilities:
- Portfolio reviews with existing clients.
- Working with the retiring adviser on their client portfolio.
- Using cash flow modelling and lifestyle financial planning as required.
- Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD.
- Actively seeking out new client opportunities as required.
Qualifications:
- Proficiency in IHT, VCT, EIS and SIPP/SSAS schemes.
- Experience with cash flow modelling and lifestyle financial planning.
- Strong client file management and compliance in coordination with the technical team.
- Active CPD maintenance.
Employment type: Full-time
Job function: Finance and Sales
Benefits: In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.
Financial Planner in Chester employer: Ferguson Dean
Ferguson Dean is an outstanding employer, offering a dynamic work culture in Carlisle that prioritises employee growth and development. With competitive salaries and executive benefits, the company fosters a supportive environment where advisors can thrive while managing high-net-worth portfolios. This role not only provides full technical support but also encourages proactive client management, making it an ideal opportunity for those looking to advance their careers in financial advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance world. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience with IHT, VCT, EIS, and SIPP/SSAS schemes. They want to see that you can handle complex matters, so don’t be shy about sharing your expertise.
✨Tip Number 3
Prepare for those interviews! Research the company and their client portfolio. Be ready to discuss how you would approach portfolio reviews and cash flow modelling. This shows you’re not just interested in the job, but you’re also invested in their success.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings, and applying directly can give you an edge. Plus, it’s super easy to keep track of your applications and follow up if needed. Let’s get you that Financial Planner gig!
We think you need these skills to ace Financial Planner in Chester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Planner. Highlight your experience with IHT, VCT, EIS, and SIPP/SSAS schemes, as well as any cash flow modelling you've done. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Don't forget to mention your experience with client portfolio management and compliance.
Showcase Your CPD Efforts:We value continuous professional development, so make sure to mention any recent courses or certifications you've completed. This shows us that you're committed to staying up-to-date in the field and ready to tackle complex matters.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of IHT, VCT, EIS, and SIPP/SSAS schemes. Be ready to discuss how you've applied these in past roles or how you would approach them with clients. This shows you're not just familiar but also confident in handling complex financial matters.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your experience with cash flow modelling and lifestyle financial planning. This will demonstrate your ability to maintain compliant client files and work effectively with a technical team.
✨Stay Current with CPD
Be ready to talk about your Continuous Professional Development (CPD) activities. Discuss any recent courses or certifications you've completed that are relevant to the role. This shows your commitment to staying updated in the financial planning field.
✨Ask Insightful Questions
Prepare thoughtful questions about the practice's approach to client management and growth. Inquire about how they integrate their private client services with the legal arm. This not only shows your interest in the role but also your proactive attitude towards understanding the business.
