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For Companies At a Glance
- Tasks: Provide tailored financial planning advice and build strong client relationships.
- Company: Established independent wealth management firm focused on high-quality client service.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Financial Planner and Level 4 Diploma in Regulated Financial Planning.
- Other info: Enjoy a collaborative environment with strong support for your success.
The predicted salary is between 40000 - 72000 £ per year.
An established and growing independent wealth management and financial planning firm is seeking an experienced Financial Planner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does.
The firm specialises in long-term investment management, retirement planning, income strategies, financial protection, and wealth planning, delivering tailored advice to private clients.
The Role
The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives. There is paraplanning and admin support provided alongside leads generated from referrals and the reputation of the firm. Ideally, they are looking for someone who can convert these and utilise their own connections to develop a strong client book.
Key Responsibilities
- Build and maintain strong, long-term client relationships through face-to-face and virtual communication.
- Handle new client enquiries and review and implement portfolio changes.
- Provide suitable, compliant financial planning recommendations aligned to client needs and objectives.
- Conduct annual client review meetings.
Requirements
- Experience working as a Financial Planner within an independent financial advice or wealth management firm.
- Strong technical knowledge and hold the Level 4 Diploma in Regulated Financial Planning or equivalent.
- Strong client-facing skills.
Financial Planner in London employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and knowledge in financial planning. Share insights on social media or write articles that demonstrate your understanding of the industry. This will help you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Think about how you would handle client enquiries or portfolio changes. The more prepared you are, the more confident you'll feel when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Tailor your application to highlight your experience and how you can contribute to building strong client relationships. Let’s get you that dream job!
We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your client-facing experience and any relevant qualifications, like the Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've built long-term client relationships and provided tailored financial advice in the past.
Showcase Your Technical Knowledge: Don’t shy away from demonstrating your strong technical knowledge in financial planning. Mention any specific strategies or tools you’ve used that align with our focus on long-term investment management and retirement planning.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
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. Understand the latest trends in investment management, retirement planning, and wealth strategies. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Client Relationship Skills
Since this role is all about building long-term client relationships, be prepared to share examples of how you've successfully managed client interactions in the past. Think of specific instances where you turned a potential lead into a loyal client, as this will demonstrate your ability to connect with people.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client management and their expectations for the role. This shows that you're not just looking for any job, but that you're genuinely interested in how you can contribute to their success.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice your responses. Focus on articulating your experience clearly and concisely, especially regarding your qualifications and how they align with the firm's values. The more comfortable you are speaking about your background, the more confident you'll feel during the actual interview.
