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- Tasks: Manage £40m AUM and provide financial advice to clients.
- Company: Join a reputable independent wealth planning firm in Bishop Stortford.
- Benefits: Enjoy a competitive salary, bonuses, pension scheme, and 25 days holiday.
- Why this job: This role offers a supportive environment with no pressure to generate new business.
- Qualifications: Experience in wealth planning; Chartered status preferred but not essential.
- Other info: Full admin support provided, allowing you to focus on client service.
The predicted salary is between 56000 - 85000 £ per year.
Manage £40m AUM
Bishop Stortford offices
Herts based IFA firm - medium sized
Salary £70k - £85k plus bonus scheme (£10k - £20k)
Pension Scheme, Electric Car Scheme
25 days holiday increasing with service
DIS benefit, EV Car Scheme, 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. In their current setup, 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 very longstanding relations with a solicitor practice who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients receive the best service rather than stacking up AUM.
The Managing Director is seeking to recruit an experienced Financial Planner who will manage c.£35m AUM. This is a purely servicing role which will free up the time of another adviser who is going to 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. If you have knowledge of Intelligent Office, Cashcal or FE Analytics this would be helpful.
Salary: £70k - £85k (negotiable) + bonuses (£10k - £20k)
- Manage £40m AUM
- Full admin and paraplanning support
- Servicing role - no need to generate new business
- Any new business you do generate will be rewarded
If this role sounds of interest or any other roles I am working on please get in touch.
Financial Planner - Manage £40m AUM - Up to £85k basic salary plus bonuses employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Manage £40m AUM - Up to £85k basic salary plus bonuses
✨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 AUM and how you have successfully serviced clients in the past. Highlight any relevant achievements or case studies that showcase your ability to provide comprehensive financial advice and build long-term relationships.
We think you need these skills to ace Financial Planner - Manage £40m AUM - Up to £85k basic salary plus bonuses
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly in managing assets under management (AUM). Emphasise any previous roles in independent wealth planning firms and your qualifications, especially if you are Chartered or working towards it.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience with high-net-worth clients and your understanding of the services offered by the firm, such as pensions, investments, and tax planning.
Showcase Relevant Skills: In your application, highlight skills that are particularly relevant to this role, such as client relationship management, knowledge of financial software like Intelligent Office, and your ability to provide comprehensive financial advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
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 Intelligent Office is beneficial. Make sure you can discuss your experience with these tools and how they can enhance your financial planning capabilities.
✨Showcase Your Qualifications
If you're Chartered or working towards it, highlight this during the interview. If not, be honest about your background and express your commitment to professional development in the financial planning field.
