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- Tasks: Manage £40m AUM and provide financial advice to clients.
- Company: Join a reputable independent wealth planning firm near Bishop Stortford.
- Benefits: Enjoy a competitive salary, bonuses, pension scheme, and 25 days holiday.
- Why this job: This role offers a supportive environment with dedicated admin help and no pressure to generate new business.
- Qualifications: Experience in wealth planning is preferred; Chartered status is a plus.
- Other info: Opportunity to work with high-net-worth clients and develop your career.
The predicted salary is between 56000 - 85000 £ per year.
Manage £40m AUM in a medium-sized Herts based IFA firm.
Salary: £70k - £85k plus bonus scheme (£10k - £20k).
- Pension Scheme
- Electric Car Scheme
- 25 days holiday increasing with service
- DIS benefit
- Eye Tests
- Legal Services
- Annual season ticket loan
- Referral incentive scheme
My client is an independent wealth planning firm with offices near Bishops Stortford. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across Essex, Herts, and London. They manage the affairs of 300 clients with assets ranging from £250k - £8m.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes. They have longstanding relations with a solicitor practice who refer business to them, and the advisers are not targeted as they focus on ensuring clients receive the best service.
The Managing Director is seeking to recruit an experienced Financial Planner who will manage c.£40m AUM. This is a servicing role which will free up the time of another adviser who will focus on generating new business. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. However, my client will consider someone with a restricted advice background.
You will have dedicated admin and paraplanning support. Most of the funds under management are held on Quilter, Transact, AJ Bell amongst others. Knowledge of Intelligent Office, Cashcal, or FE Analytics would be helpful.
If this role sounds of interest or any other roles I am working on, please get in touch at peter@financialdivisions.co.uk.
Financial Planner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in independent wealth planning firms. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the tools and platforms mentioned in the job description, such as Quilter, Transact, and Intelligent Office. Having a solid understanding of these systems will demonstrate your readiness for the role and your commitment to providing excellent service.
✨Tip Number 3
Research the firm’s client base and their specific needs. Understanding the demographics of HNW retirees, accumulators, and SME owners will help you tailor your approach during interviews and show that you are genuinely interested in serving their clients.
✨Tip Number 4
Prepare to discuss your experience in managing assets and providing financial advice. Be ready to share specific examples of how you've successfully serviced clients in the past, as this role focuses on maintaining existing relationships rather than generating new business.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly in managing assets and servicing clients. Emphasise any qualifications like Chartered status or relevant certifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with high-net-worth clients and your approach to providing exceptional service.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as knowledge of financial software (like Intelligent Office or Cashcal), tax planning, and client relationship management.
Showcase Your Client Management Experience: Provide examples of how you have successfully managed client portfolios in the past. Discuss your approach to client service and how you ensure their needs are met effectively.
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Planner, you'll be expected to manage significant assets. Brush up on your knowledge of AUM and be prepared to discuss how you would approach managing £40m effectively.
✨Demonstrate Client-Centric Thinking
This role focuses on servicing existing clients rather than generating new business. Be ready to share examples of how you've prioritised client needs in your previous roles and how you ensure they receive the best service.
✨Familiarise Yourself with Relevant Tools
Knowledge of platforms like Quilter, Transact, and AJ Bell is beneficial. If you have experience with Intelligent Office, Cashcal, or FE Analytics, make sure to highlight this during your interview.
✨Show Your Commitment to Professional Development
The firm values Chartered status or aspirations towards it. Be prepared to discuss your professional qualifications and any plans you have for further development in the financial planning field.
