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- Tasks: Manage existing clients and generate new business in financial planning.
- Company: Join a leading Chartered independent wealth planning firm with ambitious growth plans.
- Benefits: Enjoy a competitive salary, bonuses, 25 days holiday, and full support from a dedicated team.
- Why this job: Be part of a dynamic team focused on client relationships and professional development.
- Qualifications: 2-3 years advising experience required; CAS and SPS must be signed off.
- Other info: Opportunities available across the North of England, including Leeds.
The predicted salary is between 48000 - 84000 £ per year.
Job Description
- Independent Financial Planner
- Based in Leeds or surrounding areas
- Manage existing clients and generate new business
- Up to £70k basic salary with bonuses on top
- 25 days holiday bank holidays and benefits
- Full Paraplanning and Administration support from a pooled team
My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing.
In their current setup they manage the affairs of clients with assets ranging from £150k – £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself.
The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 – 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation.
If this role sounds of interest or any other roles I am working on please get in touch.
Financial Planner - £60k - £70k - Manage surplus of clients - Leeds setup employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - £60k - £70k - Manage surplus of clients - Leeds setup
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in Leeds or nearby. Attend local finance events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific financial products and services that the firm offers, such as VCT and EIS schemes. This knowledge will not only boost your confidence during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss your previous client management experiences in detail. Highlight how you've successfully generated new business and maintained client relationships, as this is crucial for the role of a Financial Planner.
✨Tip Number 4
Research the company’s growth plans and their position in the market. Being able to articulate how you can contribute to their ambition of becoming the largest IFA firm in the UK will set you apart from other candidates.
We think you need these skills to ace Financial Planner - £60k - £70k - Manage surplus of clients - Leeds setup
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with high-net-worth clients. Emphasise your qualifications, such as your CAS and SPS certifications, and any specific achievements in generating new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's goals. Mention your experience in managing client relationships and how you can contribute to their ambitious growth plans.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client management, tax planning, and investment strategies. Use specific examples from your past roles to demonstrate these skills effectively.
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
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be discussing in the interview. Familiarise yourself with pensions, investments, tax planning, and other relevant topics to demonstrate your expertise.
✨Showcase Your Client Management Skills
Be prepared to discuss your experience managing client relationships. Highlight specific examples where you've successfully generated new business or maintained existing client satisfaction, as this is crucial for the role.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client situations. Think about how you would approach various financial planning challenges and be ready to articulate your thought process.
✨Research the Company’s Growth Plans
Understand the company's ambitions and growth plans. Being knowledgeable about their goals will allow you to align your answers with their vision and show that you're genuinely interested in contributing to their success.