At a Glance
- Tasks: Help clients achieve their dream lifestyle through expert financial planning.
- Company: Join a trailblazing B Corp committed to diversity and excellence.
- Benefits: Competitive pay, generous holidays, paid sabbatical, and flexible working.
- Other info: Supportive team culture with extensive training and development.
- Why this job: Make a real difference in people's lives while growing your career.
- Qualifications: Chartered status required; mentorship opportunities available.
The predicted salary is between 60000 - 75000 £ per year.
We are currently hiring an experienced Client Relationship Manager and a Practice Manager. If you are passionate about helping people create the lifestyle they have always wanted and you are not afraid to do things differently, we would love to hear from you.
We are a trailblazing model of excellence in the financial planning profession – a certified B Corp business, committed to building a diverse and inclusive team that reflects the wider society that we live in. In November 2021, First Wealth was named Chartered Financial Planning Firm of the Year.
In return for commitment and hard work, we provide competitive pay, excellent benefits, and a positive, energetic and fun company culture.
Additional benefits:
- Competitive salary and bonus scheme.
- Generous holiday entitlement, 25 days increasing by 1 day each year (maximum 30 days).
- A one-month paid sabbatical after five years of continued service.
- Full study support – both financial and study leave – up to Chartered Financial Planner status and beyond.
- Flexible working hours between 8am and 6pm.
- Remote working arrangements (we are London-based).
- A friendly, supportive team.
Client Relationship Manager: Are you organised and diligent with a keen eye for detail? Our Client Relationship Managers are integral to the success of our team, working with colleagues to understand where they need support, and are often the first point of contact for clients. Full training support to achieve Level 4 Diploma status. Full development and training plan, monthly 1:1’s, half-year and annual progression reviews.
Technical Analyst: Our Technical Analysts provide vital support to our Financial Planners. As a Technical Analyst, you will have extensive technical knowledge and experience within the profession. You will be directly involved in client meetings and an integral part of the planning process, enabling us to provide exceptional service to our clients. Must be level 4 Diploma qualified or above, working towards Chartered status.
Chartered Financial Planner: With added experience and knowledge, you will start to work with more specialised areas of advice, such as working with entrepreneurs, estate planning, corporate advice, and divorce cases. Helping others is one of our core values. As a Chartered Financial Planner, you will work closely with a trainee Financial Planner in your team, passing on knowledge and experience and helping them to achieve career progression and development within the business. Must have achieved Chartered status. The chance to be a mentor to a trainee Financial Planner.
Talent Programme: First Wealth are looking to expand our team, by making the opportunity available for individuals wishing to enter into the financial services profession without any prior industry experience or qualifications. The programme is in place to support the individuals development through the Client Relationship Management role initially, gaining the valuable Level 4 Diploma qualification, following our extensive progression guide. You will be supported by our Heads of Department throughout your career journey. Applications for the Talent Programme are currently closed. Stay tuned for re-opening.
Please send your CV to careers@firstwealth.co.uk using the title ‘First Wealth Talent Programme’.
Training with First Wealth: We’ve helped many of our growing team to become qualified and highly respected Financial Planners. We blend mentorship with personal development to ensure each member of the team is on track to succeed. We also have trained in-house coaches to help you overcome the challenges you may face along the way.
Chartered Financial Planner employer: First Wealth LLP
First Wealth is an exceptional employer, renowned for its commitment to employee development and a vibrant work culture that prioritises inclusivity and support. Based in London, we offer competitive salaries, generous holiday entitlements, and a unique one-month paid sabbatical after five years, alongside comprehensive training programmes to help you achieve Chartered Financial Planner status and beyond. Join us to be part of a trailblazing team that is reshaping the financial services landscape while enjoying a positive and energetic workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like First Wealth LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Financial Planner
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 First Wealth LLP.
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 First Wealth LLP'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 First Wealth LLP
✨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 First Wealth LLP.
✨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 First Wealth LLP 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 First Wealth LLP 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.
