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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Established investment management firm with a strong reputation.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: 5+ years of experience in financial planning and a Level 4 Diploma.
- Other info: Dynamic role with opportunities for career advancement and client relationship building.
The predicted salary is between 36000 - 60000 £ per year.
The Company
The client is an established Investment Management firm.
The Role
The Financial Planner will focus on managing HNW clients. Partly office based but also visiting clients in and around London, or could also cover the South East region. The Financial Planner will be preparing technical wealth planning and regulated advice recommendations, consistent with best advice and internal policies and procedures. The Financial Planner will nurture client relationships and will complete fact finding on existing plans and policies and will be understanding of client objectives. The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents. The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (new business, replacement business, transfers).
Wealth Planning Product areas include:
- Investments including a centralised investment proposition
- Pensions including consolidation DB transfers
- Protection (life cover and IHT planning)
- EIS and VCT
- Wealth structuring (IHT planning, Life wrappers)
The Financial Planner will write recommendation reports, prepare associated paperwork, attend client meetings and oversee advice through to implementation. There will be solid paraplanning support provided. The Financial Planner will build further client relationships and will maintain market awareness of new products coming to market and keep up to date on legislative and product changes.
The Candidate
5 years+ relevant experience in giving regulated financial advice - financial planning/wealth planning with proven ability to talk confidently, present and apply technical knowledge to client situations in a high net worth private client environment. Minimum Level 4 Financial Planning Diploma qualified and working towards or already Chartered status. Knowledge of cash flow modelling tools. High level of product knowledge (investments, pensions and protection). Excellent organisational skills with ability to prioritise and multi-task. Strong interpersonal skills and good written and verbal communication. Attention to detail and confidence with numbers.
Financial Planner , Financial Advice , Level 4 Diploma/Chartered employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner , Financial Advice , Level 4 Diploma/Chartered
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from a firm, be ready to talk about your experience and what makes you a great fit for the role. Keep it concise but impactful – show them you know your stuff and are passionate about financial planning.
✨Tip Number 3
Follow up after meetings or interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them of your chat and reinforce your interest in the position.
✨Tip Number 4
Don’t forget to check our website regularly for new job postings! We’re always looking for talented Financial Planners, and applying directly through us can give you an edge. Plus, you’ll be the first to know about exciting opportunities as they come up!
We think you need these skills to ace Financial Planner , Financial Advice , Level 4 Diploma/Chartered
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in financial planning and wealth management, especially with HNW clients. We want to see how your skills align 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 your background makes you a great fit for our team. Don’t forget to mention your Level 4 Diploma or progress towards Chartered status.
Showcase Your Technical Skills: Since the role involves preparing technical wealth planning and regulated advice, make sure to showcase your knowledge of cash flow modelling tools and product areas like investments and pensions. We love seeing candidates who can apply their technical know-how to real client situations!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and wealth management. Be ready to discuss specific products like investments, pensions, and protection plans. The more you know, the more confident you'll feel during the interview.
✨Showcase Your Experience
Prepare examples from your past roles where you've successfully managed high-net-worth clients. Highlight your ability to build relationships and provide tailored advice. This will demonstrate your fit for the role and your understanding of client objectives.
✨Practice Your Presentation Skills
Since you'll need to present complex information clearly, practice explaining financial concepts in simple terms. You might even want to do a mock presentation with a friend or colleague to get comfortable with your delivery.
✨Stay Updated on Market Trends
Familiarise yourself with the latest trends in financial products and legislative changes. Being able to discuss current market conditions and how they affect clients will show that you're proactive and knowledgeable, which is crucial for a Financial Planner.
