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- Tasks: Provide holistic financial planning advice to high-net-worth clients.
- Company: Join a prestigious blue-chip firm with a strong reputation.
- Benefits: Earn up to £80k, enjoy uncapped bonuses, and a full home office setup.
- Why this job: Grow your career with established clients and comprehensive support.
- Qualifications: Must have a Diploma in financial planning and a proven track record.
- Other info: Enjoy 25 days holiday and excellent career progression opportunities.
The predicted salary is between 40000 - 64000 £ per year.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients.
Our Client, one of the most popular and well-known blue chip firms in the country, are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.
We are interested in hearing from top performing qualified Financial Planners, Financial Advisors/IFAs/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.
The Company offers an excellent package including:
- an excellent basic salary
- uncapped quarterly bonuses
- annual bonuses
- full home office set-up
- pension scheme
- 25 days holiday (excluding bank holidays)
- and much more.
To apply for the Financial Planner role, you must have:
- the legal right to work in the UK
- a demonstrable proven track record of consistent success within your current role
- full Diploma in financial planning
- Evidence of commitment to previous employers.
Please send your CV in confidence quoting Ref: 867543.
Financial Planner employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Even if this role doesn’t require business development, connecting with industry peers can open doors. Attend financial planning events or join online forums to get your name out there.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of holistic financial planning. Be ready to discuss how you’ve successfully managed HNW clients in the past. We want to see your expertise shine!
✨Tip Number 3
Showcase your success stories! When you get the chance to chat with potential employers, share specific examples of how you’ve helped clients achieve their financial goals. Numbers speak volumes!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your qualifications, experience, and any achievements that align with what we're looking for. This shows us you’re serious about the position!
Showcase Your Success: We want to see your proven track record! Include specific examples of your past successes in financial planning. Numbers speak volumes, so don’t shy away from sharing those impressive stats.
Keep It Professional: While we love a friendly tone, remember to keep your application professional. Use clear language and avoid jargon unless it’s relevant. We want to see your personality, but professionalism is key!
Apply Through Our Website: For the best chance of success, apply directly through our website. This ensures your application gets to the right people quickly and efficiently. Plus, it’s super easy to do!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key performance indicators and be ready to discuss how you've achieved success in your previous roles. This shows that you’re not just knowledgeable but also results-driven.
✨Showcase Your Client-Centric Approach
Since the role involves dealing with high-net-worth clients, prepare examples of how you've provided tailored financial advice in the past. Highlight your ability to build relationships and trust, as this is crucial for success in this position.
✨Understand the Company’s Values
Research the company’s mission and values before the interview. Be prepared to explain how your personal values align with theirs. This demonstrates that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the company’s growth plans, support systems, and client management processes. This shows your interest in the role and helps you assess if it’s the right fit for you.
