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- Tasks: Manage client relationships and generate new business in a remote setting.
- Company: Join a leading Chartered independent wealth planning firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, 25 days holiday, and full support from a dedicated team.
- Why this job: Be part of a growing firm with opportunities for professional development and client impact.
- Qualifications: Must have at least 18 months advising experience and hold your CAS qualification.
- Other info: Flexible working arrangements and a focus on client-facing roles.
The predicted salary is between 60000 - 75000 £ per year.
Job Description
Independent Financial Planner Vacancy***Multiple locations: London, Surrey, Hampshire, Kent, Hertfordshire***Manage existing clients from a retiring adviser and generate new business£60k – £75k basic salary with bonuses on top25 days holiday + bank holidays and benefitsFull Paraplanning and Administration support from a pooled teamMy client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK.In their current setup they manage the affairs of clients with assets ranging from £150k – £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business, and they have big expansion plans over the next 5 years.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.The Managing Director is looking to recruit a selection of Financial Planners in various locations who can manage a portion of existing client banks from an retiring adviser but with an emphasis on generating new business. This role will suit a candidate with 18 months of of advising experience as a minimum but you MUST have your CAS. 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).If this role sounds of interest or any other roles I am working on please get in touch.
Independent Financial Planner Vacancy - Remote Role - 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 Independent Financial Planner Vacancy - Remote Role - Up to £75k basic salary
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or webinars to connect with other advisers and potential clients. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by the firm. Understanding their approach to wealth management will help you tailor your discussions with clients and demonstrate your expertise during interviews.
✨Tip Number 3
Prepare for client meetings by practising your communication skills. Since this role involves face-to-face and virtual consultations, being able to convey complex financial concepts clearly will set you apart from other candidates.
✨Tip Number 4
Stay updated on industry trends and regulatory changes. Showing that you are knowledgeable about current market conditions and compliance issues will enhance your credibility and appeal to the hiring manager.
We think you need these skills to ace Independent Financial Planner Vacancy - Remote Role - Up to £75k basic salary
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, especially any work with high-net-worth clients. Emphasise your qualifications, including your CAS, and any specific skills related to pensions, investments, and tax planning.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience in managing client relationships and generating new business, as well as your commitment to ongoing professional development.
Showcase Your Client Management Skills: Provide examples of how you've successfully managed client portfolios in the past. Highlight any achievements in client retention or new business generation that demonstrate your ability to thrive in this role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial 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 relevant to the role. Be prepared to discuss pensions, investments, tax planning, and other areas mentioned in the job description. This will show your expertise and confidence during the interview.
✨Demonstrate Client Management Skills
Since the role involves managing existing clients and generating new business, be ready to share examples of how you've successfully managed client relationships in the past. Highlight any strategies you've used to retain clients or attract new ones.
✨Showcase Your CAS Qualification
As the job requires you to have your CAS, make sure to emphasise this qualification during the interview. Discuss how it has prepared you for the challenges of the role and how it enhances your ability to provide quality advice to clients.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready for the interviewer can demonstrate your genuine interest in the role and the company. Ask about their expansion plans, team dynamics, or how they support ongoing professional development for their advisers.