At a Glance
- Tasks: Manage a portfolio of 30-40 clients and generate new business opportunities.
- Company: Reputable wealth management firm with ambitious growth plans.
- Benefits: Competitive salary up to £100k, long-term incentives, hybrid working, and flexible hours.
- Other info: Dynamic environment with excellent career growth potential.
- Why this job: Join an entrepreneurial team and make a real impact in financial planning.
- Qualifications: Experience in financial planning and client management required.
The predicted salary is between 80000 - 100000 £ per year.
Manage 30 - 40 existing clients.
Wealth Management Firm near Newbury.
Up to £100k basic salary plus long term incentive schemes.
Hybrid working and flexible hours is available once up and running.
My client is an independent financial advice business in Berkshire who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Berkshire and Wiltshire.
The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £300k - multiple millions.
The business is privately owned and has very ambitious plans to expand and grow organically.
The Managing Director is creating a brand-new role for a Senior Financial Planner who can manage an existing client bank of 30 - 40 clients. The expectation will be to build upon the client bank and generate some new business.
The clients' funds are held on a number of platforms such as Fidelity, Aviva, Royal London, Prudential etc.
A very secure and rewarding role is on offer with an excellent benefits package and long-term incentive bonus scheme/structure.
The Directors are looking to offer between £80k - £100k basic salary depending on your experience levels.
They would like someone to be office based to begin with but then you can work from home a few days per week and offer flexible hours.
If this role sounds of interest or any other roles I am working on please get in touch.
For more details please contact Peter Fozard at Financial Divisions.
Senior Financial Planner in Newbury employer: Financial Divisions
Join a dynamic and entrepreneurial wealth management firm near Newbury, where you will have the opportunity to manage a diverse portfolio of high-net-worth clients while enjoying a competitive salary of up to £100k and a robust benefits package. With a strong emphasis on employee growth, flexible working arrangements, and a supportive team culture, this privately owned business is committed to your professional development and success in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Newbury
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planner in Newbury
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
