At a Glance
- Tasks: Deliver holistic financial planning advice and manage long-term client relationships.
- Company: Join a reputable firm with over 26 years of experience in financial planning.
- Benefits: Enjoy a competitive salary, ongoing lead generation, and dedicated support.
- Other info: Hybrid role with 3 days in the office and 2 from home.
- Why this job: Inherit an established client portfolio and build a successful career in finance.
- Qualifications: Must be Level 4 Diploma qualified with strong relationship-building skills.
The predicted salary is between 56700 - 69300 £ per year.
Following Titan Wealth's acquisition of Innes Reid, we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network.
The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support.
The Opportunity
This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years. As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career. The portfolio consists of approximately:
- 200-230 households
- Over £450,000 in recurring annual revenue
- Significant assets under management
- A loyal and established client base
- Continued access to quality leads generated by the business
Alongside inheriting existing relationships, you will also benefit from ongoing lead generation and referral opportunities, creating scope for further growth over time.
The Role
You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including:
- Retirement Planning
- Investment Advice
- Pension Planning
- Estate Planning
- Protection Planning
- Intergenerational Wealth Planning
You will work closely with a highly experienced support team and be backed by dedicated administration and paraplanning support, enabling you to focus on client outcomes and relationship management.
About You
We are interested in speaking with Financial Planners who combine technical capability with excellent interpersonal skills. You'll ideally demonstrate:
- Previous experience as a Financial Planner / Financial Adviser
- Level 4 Diploma qualified (minimum)
- Strong relationship-building and communication skills
- A client-centric approach to financial planning
- A stable and consistent career history
- Professionalism, warmth and credibility when engaging with clients
- The ability to build trust and establish long-term relationships
Whilst technical experience is important, personality and cultural fit are equally critical. The hiring manager is looking for somebody who clients naturally feel comfortable with and who embodies the firm's relationship-led approach to financial planning.
On-site and nearby parking available. Due to the nature of the client base and team culture, advisers are expected to maintain a strong office presence and actively engage with colleagues and clients. This is a hybrid working role - 3 days in the office and 2 from home.
Senior Financial Planner in Chester employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Chester
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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.
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We think you need these skills to ace Senior Financial Planner in Chester
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 Planning Firm.
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 Planning Firm'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 Planning Firm
✨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 Planning Firm.
✨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 Planning Firm 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 Planning Firm 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.
