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- Tasks: Lead a team of advisers and manage high net worth clients' financial planning.
- Company: Join a reputable Chartered IFA firm in Surrey with a strong community presence.
- Benefits: Enjoy a competitive salary, bonuses, and comprehensive benefits like income protection.
- Why this job: Be part of a respected firm focused on client satisfaction and professional growth.
- Qualifications: 10+ years in wealth management and 3-5 years in leadership required.
- Other info: Opportunity to shape strategic initiatives and improve team performance.
The predicted salary is between 80000 - 120000 £ per year.
- Senior Financial Planning Manager
- Advise existing HNW clients (£1m+)
- Manage a team of advisers (junior and senior)
- Surrey based Chartered IFA firm
- £100k – £120k basic salary plus benefits and bonuses
- Benefits: Death in Service, Critical Illness Cover, Income Protection
My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members 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 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested.
The business has built an outstanding reputation and is very engaged in the local community. 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 and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too.
The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams.
You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers.
If this role sounds of interest or any other roles I am working on please get in touch. #J-18808-Ljbffr
Senior Financial Planning Manager - Up to £120k salary - Manage HNW clients and advisers employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Manager - Up to £120k salary - Manage HNW clients and advisers
✨Tip Number 1
Network with professionals in the wealth management industry, especially those who have experience with high net worth clients. Attend industry events or seminars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Research the firm’s reputation and client satisfaction levels. Understanding their approach to client relationships will help you align your experience with their values during discussions.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Be ready to provide examples of how you've improved team performance and efficiency.
✨Tip Number 4
Familiarise yourself with current trends in financial planning and wealth management, particularly those affecting high net worth individuals. This knowledge will demonstrate your commitment to staying ahead in the industry.
We think you need these skills to ace Senior Financial Planning Manager - Up to £120k salary - Manage HNW clients and advisers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing high net worth clients and leading teams. Use specific examples that demonstrate your strategic thinking and leadership skills.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth management and your understanding of the firm's values. Mention how your background aligns with their focus on exceptional customer satisfaction and community engagement.
Showcase Relevant Experience: Detail your 10+ years of experience in private client wealth management, emphasising any achievements in improving team performance or client retention rates. This will help you stand out as a candidate who can contribute to their growth plans.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to managing advisers and your strategies for enhancing efficiency within a financial planning team. Prepare questions that show your interest in the firm's operations and future direction.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience with HNW Clients
Make sure to highlight your experience working with high net worth clients during the interview. Share specific examples of how you've successfully managed their portfolios and addressed their unique financial needs.
✨Demonstrate Leadership Skills
Since this role involves managing a team of advisers, be prepared to discuss your leadership style. Provide examples of how you've motivated and developed your team in previous roles, and how you plan to do the same in this position.
✨Prepare for Strategic Discussions
The role requires a strategic approach to financial planning. Be ready to discuss your vision for improving efficiency and performance within a team. Think about past initiatives you've led and the outcomes they achieved.
✨Understand the Company Culture
Research the firm's reputation and community engagement. During the interview, express your alignment with their values, particularly around customer satisfaction and long-term client relationships. This will show that you're not just a fit for the role, but also for the company.
