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- Tasks: Manage £45m AUM for existing clients, focusing on financial advice and planning.
- Company: Join an independent wealth planning firm with a strong reputation in London and Surrey.
- Benefits: Enjoy a fully remote role with a competitive salary and quarterly bonuses.
- Why this job: This role offers flexibility, a supportive team, and the chance to work with high-net-worth clients.
- Qualifications: 3-5 years of advising experience; Chartered status preferred but close to completion is acceptable.
- Other info: Dedicated admin support provided; no need to generate new business.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
- Chartered Financial Planner (or close to completion)
- Manage c.£45m AUM of existing clients
- FULLY REMOTE ROLE – come to office perhaps once a month (South London)
- £60k – £65k basic salary plus quarterly bonuses (£100k+ take home pay)
- 3 x validation and take home 37% of all fees above this threshold
- 3 – 5 years of advising experience needed
My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k – multiple millions. An average client has £500k – £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes.
The Managing Director is seeking a Chartered Financial Planner with 3 – 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary.
If this role sounds of interest or any other roles I am working on please get in touch.
Chartered Financial Planner - Fully remote role - Manage £45m AUM across London & Southeast employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner - Fully remote role - Manage £45m AUM across London & Southeast
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in independent wealth firms. Attend virtual events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with Intelligent Office if you haven't already. This knowledge can set you apart from other candidates and show your commitment to utilising effective tools in managing client portfolios.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients and how you've successfully managed their assets. Be ready to share specific examples that highlight your expertise in areas like tax planning and retirement strategies.
✨Tip Number 4
Since this role is fully remote, demonstrate your ability to manage your time effectively and maintain strong communication with clients and team members. Highlight any previous remote working experience during your discussions.
We think you need these skills to ace Chartered Financial Planner - Fully remote role - Manage £45m AUM across London & Southeast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth planning, particularly your work with high-net-worth clients. Emphasise your Chartered status or progress towards it, and include specific examples of managing assets under management (AUM).
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your relevant experience, particularly in servicing existing clients and your familiarity with financial products like pensions and investments. Show how you can add value to their team.
Highlight Relevant Skills: When detailing your skills, focus on those that are crucial for a Chartered Financial Planner, such as client relationship management, tax planning, and cashflow modelling. If you have experience with Intelligent Office, be sure to mention it.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial planning industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your 3-5 years of advising experience during the interview. Discuss specific cases where you've successfully managed client portfolios, particularly those with significant assets, as this will resonate well with the firm's focus on high-net-worth clients.
✨Demonstrate Knowledge of Financial Products
Be prepared to discuss various financial products and strategies, including pensions, investments, and tax planning. Familiarity with esoteric schemes like VCT and EIS will also be beneficial, as it shows you can cater to diverse client needs.
✨Emphasise Remote Work Skills
Since this is a fully remote role, highlight your ability to manage your time effectively and work independently. Share examples of how you've successfully worked remotely in the past, managing client relationships and your diary efficiently.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready for the interviewers about the firm’s culture, support systems, and expectations for the role. This not only shows your interest but also helps you gauge if the company aligns with your career goals.