At a Glance
- Tasks: Manage a portfolio of affluent clients and provide expert financial planning advice.
- Company: A highly regarded independent Chartered Financial Planning firm in London.
- Benefits: Competitive salary, performance-related bonus, and genuine career development opportunities.
- Other info: Supportive team environment with a strong emphasis on exceptional client service.
- Why this job: Focus on building long-term client relationships without the pressure of business development.
- Qualifications: Chartered Financial Planner status or nearing completion, with experience advising HNW/UHNW clients.
The predicted salary is between 54000 - 66000 £ per year.
A highly regarded and fully independent Chartered Financial Planning firm is seeking an experienced Chartered Financial Planner to join its growing team in London. This is a rare opportunity for an adviser who enjoys working closely with clients and delivering high-quality holistic financial planning without the pressure of business development targets. The successful individual will inherit and manage an established portfolio of approximately 100 affluent and ultra-high-net-worth families. The role is centred on building long-term relationships and providing expert advice across all aspects of wealth management and financial planning.
Key Responsibilities
- Manage an established portfolio of circa 100 HNW and UHNW client families
- Conduct annual and ongoing client reviews
- Deliver holistic financial planning advice across:
- Retirement and pension planning
- Investment planning
- Inheritance Tax (IHT) planning
- Estate and succession planning
- Protection planning
- Work closely with clients, their families and professional connections
- Oversee client portfolios and identify planning opportunities as client circumstances evolve
- Maintain strong relationships, generating referrals and introductions through exceptional service
- Collaborate with an experienced paraplanning and administration team to deliver an outstanding client experience
About You
- Chartered Financial Planner status (or close to completion)
- Proven experience advising HNW and/or UHNW clients
- Strong technical knowledge across pensions, investments, trusts, estates and tax planning
- A relationship-led adviser who is passionate about delivering exceptional client outcomes
- Excellent communication and stakeholder management skills
- Ability to manage an existing client bank with professionalism and attention to detail
What's on Offer
- Basic salary up to £75,000
- Performance-related bonus
- Established client portfolio from day one
- Fully independent advice proposition
- Chartered firm with an excellent reputation
- High-quality HNW and UHNW client base
- Genuine long-term career development opportunities
- Supportive and collaborative working environment
This opportunity would suit an established Financial Planner who values delivering first-class advice and relationship management and is looking to focus on servicing and developing an existing client base rather than undertaking extensive business development activities.
For a confidential discussion, please get in touch and email your CV to Ursula at Financial Divisions.
Financial Planner employer: Financial Divisions LLP
Join a leading independent financial planning firm in Epsom, where you'll benefit from an established client bank and a continuous flow of pre-qualified leads, allowing you to focus on delivering exceptional advice and building lasting relationships. With a supportive work culture that prioritises employee growth and offers a clear path to Chartered status, this role provides a unique opportunity to thrive without the pressures of cold calling or chasing leads. Experience a rewarding career in a respected firm that values quality over quantity, ensuring your success is driven by the trust you build with clients.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
