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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; focus solely on servicing existing clients.
The predicted salary is between 48000 - 75000 £ 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.
Financial Planner - Manage c.£40m+ AUM of existing clients - Up to £75k basic salary employer: Financial Divisions
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 into the company or role you're applying for.
✨Tip Number 3
Highlight your experience with asset management and client servicing in your conversations. Since this role focuses on managing existing clients rather than generating new business, emphasising your ability to maintain and grow client relationships will be crucial.
✨Tip Number 4
If you have experience with the software mentioned, like Intelligent Office or Xplan, make sure to mention it during your interactions. If not, consider familiarising yourself with these tools, as they are commonly used in the industry and can give you an edge.
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: In your cover letter, explain why you are interested in this specific role and how your background aligns with the company's needs. Mention your experience managing assets under management (AUM) and your familiarity with tools like Intelligent Office or Xplan.
Showcase Relevant Skills: Highlight skills that are particularly relevant to the role, such as tax planning, retirement planning, and cashflow modelling. Use specific examples from your past roles to demonstrate your expertise in these areas.
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 crucial 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 to show your willingness to learn and adapt.
✨Show Your Client-Centric Approach
Since this role is focused on servicing existing clients, emphasise your commitment to client relationships. Share stories that illustrate how you've gone above and beyond for clients in your previous roles.
