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For Companies At a Glance
- Tasks: Manage a £20m portfolio and source new clients while conducting financial reviews.
- Company: Join a leading regional financial planning practice with strong local connections.
- Benefits: Enjoy an excellent salary, executive perks, and dedicated technical support.
- Why this job: Be part of a dynamic team, make a real impact, and grow your financial expertise.
- Qualifications: Proficiency in complex financial matters and a passion for client relationships are essential.
- Other info: Opportunity to work closely with a retiring adviser and develop your own client base.
The predicted salary is between 36000 - 60000 £ per year.
A leading regional financial planning practice is looking for a Financial Planner to join them to take over a portfolio of Private Clients in Glasgow. They have close links with a local accountancy firm, although are not in a joint venture with them. Clients can range from £250k to £5m, but there is no real upper or lower limit; it is dependent on client need and complexity of work. There is a portfolio of approximately £20m to take over. The Financial Planner will also be responsible for sourcing new clients, whether from existing referrals or business development. There is also a professional practice the firm has a relationship with that does not have an internal Financial Planner, and as such, there is business to be worked on.
The firm: A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of approximately £20m.
Role will include:
- Portfolio reviews with existing clients, working with an existing Financial Planner.
- 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.
In return, you will receive an excellent salary and earnings, executive benefits, and technical/paraplanning support.
Financial Advisor employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial sector, especially those linked to accountancy firms. Building relationships can lead to referrals and new client opportunities, which are crucial for a Financial Planner.
✨Tip Number 2
Familiarise yourself with the specific financial products mentioned in the job description, such as IHT, VCT, EIS, and SIPP/SSAS schemes. This knowledge will not only help you in interviews but also demonstrate your expertise to potential clients.
✨Tip Number 3
Consider attending local financial planning seminars or workshops in Glasgow. These events can provide valuable insights into the market and help you connect with potential clients and industry peers.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current issues will position you as a trusted advisor and can set you apart from other candidates.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with private clients. Emphasise your skills in cash flow modelling and understanding complex financial matters like IHT, VCT, EIS, and SIPP/SSAS schemes.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your ability to manage a portfolio of clients and your experience in sourcing new clients through referrals and business development.
Showcase Your Client Management Skills: Provide examples of how you've successfully managed client portfolios in the past. Highlight any specific achievements or strategies you've used to enhance client relationships and satisfaction.
Highlight Continuous Professional Development: Mention any relevant qualifications or CPD activities that demonstrate your commitment to staying updated in the financial planning field. This shows your dedication to professional growth and compliance.
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role, such as IHT, VCT, EIS, and SIPP/SSAS schemes. Being able to discuss these confidently will show your expertise and readiness for the position.
✨Demonstrate Client-Centric Thinking
Prepare to discuss how you would approach understanding a client's needs and preferences. Use examples from your past experiences to illustrate your ability to build strong relationships and tailor financial plans accordingly.
✨Showcase Your Business Development Skills
Since sourcing new clients is part of the role, be ready to share your strategies for business development. Discuss any successful methods you've used in the past to attract and retain clients, highlighting your proactive approach.
✨Prepare for Portfolio Management Questions
Expect questions about how you would manage and review a portfolio of around £20m. Be prepared to discuss your approach to portfolio reviews, cash flow modelling, and how you would work with existing clients to ensure their financial goals are met.
