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- Tasks: Provide expert financial planning for high-net-worth clients and manage complex financial cases.
- Company: Prestigious professional services firm with a strong reputation in financial planning.
- Benefits: Up to £110,000 basic salary, attractive commission structure, equity opportunities, and flexible working.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Chartered status or close, experience with HNW clients, and strong relationship-building skills.
- Other info: Dynamic hybrid work environment with excellent career growth potential.
The predicted salary is between 72000 - 120000 £ per year.
I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Surrey area.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.
This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.
Key Requirements:- Chartered status (or close to)
- Proven experience in delivering regulated financial advice holding CAS/SPS.
- Confident in managing HNW clients and navigating intricate casework.
- Able to influence internal stakeholders and colleagues
- Passionate, proactive, and self-motivated.
- Highly attractive commission structure.
- Equity opportunities within the firm.
- Flexible, hybrid working arrangements.
- A ready made portfolio of potential clients from the professional services arm of the organisation.
The successful candidate should be based in the Surrey area and be able to spend a certain portion of the week within the office to nurture the internal relationships but the role is flexible/hybrid.
If this opportunity aligns with your aspirations please reach out in confidence to david.elders@idexconsulting.com.
Chartered Financial Planner employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of HNW and UHNW client management. Be ready to share specific examples of how you've navigated complex cases in the past. We want to see that you can handle the pressure!
✨Tip Number 3
Show your passion! During interviews, let your enthusiasm for financial planning shine through. Talk about why you love working with clients and how you build long-term relationships. It’s all about making that personal connection.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for driven individuals like you to join our team and help us grow.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Planner role. Highlight your experience with HNW clients and any relevant qualifications, like your Chartered status. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention your track record with complex cases and internal relationships.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully managed HNW clients or influenced stakeholders. We love seeing quantifiable results that demonstrate your impact.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Chartered Financial Planner, you’ll need to demonstrate your expertise in managing high-net-worth clients. Brush up on your financial metrics and be ready to discuss specific cases where you've successfully navigated complex financial situations.
✨Showcase Your Relationships
This role emphasises long-term relationships with clients and internal stakeholders. Prepare examples of how you've built and nurtured these connections in the past, highlighting your proactive approach and ability to influence others.
✨Understand the Firm's Vision
Research the company’s growth plans and values. Be prepared to discuss how your experience aligns with their ambitions and how you can contribute to their continued success in the financial planning sector.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that show your interest in the firm’s culture, client base, and future direction. This not only demonstrates your enthusiasm but also helps you gauge if the firm is the right fit for you.
