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- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a prestigious Chartered independent wealth planning firm with a strong community focus.
- Benefits: Enjoy a competitive salary up to £90k plus bonuses and ongoing professional development.
- Why this job: Be part of a respected firm with a commitment to exceptional customer satisfaction and community engagement.
- Qualifications: Experience in financial planning and a passion for helping clients achieve their financial goals.
- Other info: Work alongside a supportive team dedicated to your growth and success.
The predicted salary is between 84000 - 126000 £ per year.
Financial Planner – servicing role, managing existing HNW clients from CEO (£600k – £8m per case) – £70k – £90k basic salary plus bonuses My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 families with assets ranging from £600k – £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections. They have very longstanding relations stretching back 20 years.The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.The Managing Director is creating a brand-new role for a Financial Planner who will be responsible for managing a portion of his existing book of business. This is a servicing role and will be suitable fo…
Financial Planner - Surrey based - Manage existing clients - Up to £90k basic salary employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Surrey based - Manage existing clients - Up to £90k basic salary
✨Tip Number 1
Make sure to highlight your experience with high-net-worth clients in your conversations. Discuss specific cases where you've successfully managed their financial needs, as this will resonate well with the firm's focus on servicing existing clients.
✨Tip Number 2
Familiarize yourself with the local market in Sussex, Kent, and London. Understanding the unique financial challenges and opportunities in these areas can give you an edge during discussions with the hiring team.
✨Tip Number 3
Demonstrate your commitment to ongoing professional development. Mention any relevant CPD courses or industry exams you've completed, as the firm values growth and development for its employees.
✨Tip Number 4
Engage with the company's community involvement and charitable causes. Showing that you share their values and are interested in contributing to their local initiatives can set you apart from other candidates.
We think you need these skills to ace Financial Planner - Surrey based - Manage existing clients - Up to £90k basic salary
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with high-net-worth clients. Emphasize your skills in pensions, investments, tax planning, and retirement planning.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your commitment to exceptional customer satisfaction. Mention any awards or recognitions you've received that align with the company's values.
Showcase Your Client Management Skills: Provide specific examples of how you've successfully managed client relationships in the past. Highlight your ability to retain clients and enhance their financial well-being.
Research the Company: Familiarize yourself with the firm's history, values, and community involvement. Mention any specific initiatives or charitable causes they support that resonate with you in your application.
How to prepare for a job interview at Financial Divisions
✨Understand the Client Base
Familiarize yourself with the types of clients you will be managing, particularly high-net-worth individuals. Be prepared to discuss how your experience aligns with their needs and how you can enhance their financial planning.
✨Showcase Your Expertise
Highlight your knowledge in areas such as pensions, investments, tax planning, and retirement strategies. Prepare specific examples of how you've successfully managed similar cases in the past.
✨Emphasize Relationship Management
Since this role involves servicing existing clients, demonstrate your ability to build and maintain long-term relationships. Share stories that illustrate your commitment to customer satisfaction and retention.
✨Engage with the Company Culture
Research the firm's community involvement and charitable initiatives. Be ready to discuss how you can contribute to these efforts and align with their values, showcasing your interest in being part of their team.
