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- Tasks: Manage £40m+ AUM for existing clients, focusing on financial advice.
- Company: Join an independent wealth planning firm in Southwest London, serving high-net-worth clients.
- Benefits: Enjoy a competitive salary of £60k - £75k plus bonuses and dedicated support.
- Why this job: This role offers a chance to work with affluent clients and develop your expertise in finance.
- Qualifications: 2-5 years of advising experience required; Chartered status preferred but not essential.
- Other info: No need to generate new business; admin support provided.
The predicted salary is between 48000 - 72000 £ per year.
Manage c.£40m+ AUM of existing clients in Southwest London offices (Putney).
Servicing role - no need to generate new business.
£60k - £75k basic salary plus bonuses.
2 - 5 years of advising experience needed.
My client is an independent wealth planning firm with offices near Putney, Southwest London. 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 300 clients (£350m AUM) with assets ranging from £500k - multiple millions.
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 creating a brand-new role for a Financial Planner with 3 - 5 years of experience who will manage c.£40m+ 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 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 AJ Bell, Aviva and various DFMs. If you have knowledge of Intelligent Office, Xplan or FE Analytics, this would be helpful.
If this role sounds of interest or any other roles I am working on, please get in touch.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Manage c.£40m+ AUM of existing clients - Up to £75k basic salary
✨Tip Number 1
Familiarise yourself with the specific financial products and services mentioned in the job description, such as VCT and EIS schemes. This knowledge will not only help you stand out during discussions but also demonstrate your commitment to understanding the firm's offerings.
✨Tip Number 2
Network with professionals in the wealth planning industry, especially those who work in independent firms. Attend relevant events or join online forums to connect with others who may have insights about the company or the role you're applying for.
✨Tip Number 3
If you have experience with Intelligent Office, Xplan, or FE Analytics, be prepared to discuss how you've used these tools in your previous roles. If you don't have direct experience, consider taking a short course or tutorial to get familiar with them before your interview.
✨Tip Number 4
Research the firm’s current client base and their approach to wealth management. Understanding their clientele and how they service existing clients will give you an edge in demonstrating your alignment with their values and operational style.
We think you need these skills to ace Financial Planner - Manage c.£40m+ AUM of existing clients - Up to £75k basic salary
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning, especially any work with high-net-worth clients. Emphasise your advising experience and any qualifications, such as Chartered status or aspirations towards it.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience managing assets under management (AUM) and your familiarity with tools like Intelligent Office, Xplan, or FE Analytics. Show enthusiasm for the servicing role and how you can contribute to the firm.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as tax planning, retirement planning, and cashflow modelling. Provide examples of how you've successfully applied these skills in previous roles.
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 essential in financial planning.
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
Be prepared to discuss the £40m+ AUM you will be managing. Understand the financial metrics and performance of similar portfolios, as well as how your previous experience aligns with this responsibility.
✨Demonstrate Your Expertise
Highlight your advising experience, especially in areas like pensions, investments, and tax planning. Be ready to share specific examples of how you've successfully managed client portfolios in the past.
✨Familiarise Yourself with Tools
If you have experience with Intelligent Office, Xplan, or FE Analytics, make sure to mention it. If not, do a bit of research on these tools so you can speak confidently about them during the interview.
✨Show Your Commitment to Professional Development
Since the role prefers candidates who are Chartered or aspiring to be, express your commitment to ongoing professional development. Discuss any relevant qualifications or courses you are pursuing or plan to pursue.
