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- Tasks: Present financial solutions to clients and develop new business opportunities.
- Company: A leading regional financial planning firm with a strong reputation.
- Benefits: Competitive salary, executive benefits, and performance bonuses.
- Other info: Dynamic environment with opportunities for professional growth and client relationship building.
- Why this job: Join a successful team and make a real difference in clients' financial lives.
- Qualifications: Diploma Level 4 minimum; experience with high-net-worth clients preferred.
The predicted salary is between 36000 - 60000 £ per year.
A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the £500k to £10m space.
Package: You will receive competitive salary, executive benefits, paraplanning, client portfolio, and bonus.
The Company
A leading regional IFA firm
Role
- Presenting the proposition to clients and onboarding new business
- Identification of clients in the region and actively developing these
- Working with professional introducers, both established and in the nascent stage
- Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required
- Working with the paraplanning and administration team
- Working with external DFMs as necessary
- Attending client meetings as required
The Candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Experience of working with HNW and UHNW clients
- Developing and maintaining client relationships
Next steps: Contact via email below for confidential discussion and review of opportunity and process
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Financial Adviser employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with HNW and UHNW clients. Use real-life examples to demonstrate how you've provided holistic advice and built strong client relationships.
✨Tip Number 3
Practice your pitch! When you get the chance to present to potential clients or employers, make sure you can clearly articulate your value proposition. Be confident and ready to discuss how you can help them achieve their financial goals.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your experience with HNW and UHNW clients, and don’t forget to mention any relevant qualifications like your Diploma Level 4 or progress towards Chartered status.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our team. Share specific examples of how you've successfully onboarded new business or developed client relationships in the past.
Showcase Your Holistic Approach: Since we value holistic planning, make sure to demonstrate your ability to provide comprehensive advice. Talk about your experience working with paraplanning teams and how you’ve collaborated with external DFMs to enhance client portfolios.
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’re considered for this exciting opportunity. Plus, it shows us you’re keen on joining our fantastic team!
How to prepare for a job interview at Ferguson Dean
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to high-net-worth clients and be prepared to discuss how you can add value to their portfolios.
✨Showcase Your Experience
Highlight your experience with HNW and UHNW clients during the interview. Prepare specific examples of how you've successfully managed client relationships and provided holistic advice that aligns with their lifestyle planning needs.
✨Understand the Firm's Proposition
Research the firm's unique selling points and their approach to financial planning. Be ready to articulate how your skills and experience align with their services, especially in relation to onboarding new business and working with professional introducers.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the firm and its future. Inquire about their strategies for client acquisition and retention, as well as how they envision the role evolving with the retiring partner's portfolio.