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- Tasks: Advise clients on financial planning and develop new relationships.
- Company: Independent financial planning firm with a client-first culture.
- Benefits: Competitive salary, clear bonus structure, and hybrid working options.
- Why this job: Join a respected firm and make a real impact on clients' financial futures.
- Qualifications: Experience in financial planning and strong client relationship skills.
- Other info: Opportunity for autonomy and long-term career growth.
The predicted salary is between 28800 - 48000 ÂŁ per year.
A wellâestablished independent financial planning firm in North Leicester is keen to engage with an experienced adviser as the business continues to grow. The firm offers wholeâofâmarket advice, with no product bias or corporate ties, and remains focused on delivering longâterm outcomes for clients.
The successful individual would work initially from the firm's North Leicester office to support signâoff requirements, with the potential to adopt a hybrid working model once processes and systems are embedded. The role includes advising existing clients and developing new relationships, supported by a paraplanning and admin team.
This may appeal to someone who values autonomy, who wants to be part of an independent firm with a strong clientâfirst culture, and who is looking for a clear and rewarding bonus structure linked to both new business and ongoing service.
We are keen to speak with advisers who are confident working with clients across all areas of financial planning and who are seeking a longâterm home within a respected, clientâled business.
Applicants must have the right to work in the UK. Standard referencing will apply.
- Seniority level: MidâSenior level
- Employment type: Fullâtime
- Job function: Finance and Customer Service
- Industries: Investment Management and Financial Services
Financial Planner in London employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Planner in London
â¨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm like the one in North Leicester.
â¨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their client-first culture and how they deliver whole-of-market advice. Be ready to discuss how your experience aligns with their values and how you can contribute to their growth.
â¨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in financial planning, particularly in developing new client relationships. This will demonstrate your ability to thrive in an independent firm and highlight your client-focused approach.
â¨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and aspirations. Plus, it shows you're serious about joining a firm that values autonomy and long-term client relationships.
We think you need these skills to ace Financial Planner in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your experience in financial planning, client relationships, and any relevant qualifications to show us youâre the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why youâre passionate about financial planning and how you can contribute to our client-first culture. Be genuine and let your personality come through.
Showcase Your Client-Centric Approach: Since we value a client-first culture, make sure to include examples of how you've successfully built and maintained client relationships in your application. This will help us see your commitment to delivering long-term outcomes for clients.
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the best way for us to receive your application and ensures you donât miss out on any important updates during the process!
How to prepare for a job interview at Fram Search
â¨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends in wealth management and asset finance, as well as the specific services the firm offers. This will help you answer questions confidently and show that you're genuinely interested in the role.
â¨Showcase Your Client-First Approach
Since the firm values a client-first culture, be prepared to discuss how you've prioritised client needs in your previous roles. Share specific examples of how you've built relationships and delivered long-term outcomes for clients, as this will resonate with their ethos.
â¨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to financial planning and their vision for growth. This not only shows your interest but also helps you assess if the firm aligns with your career goals.
â¨Emphasise Autonomy and Teamwork
Highlight your ability to work independently while also valuing teamwork. Discuss how you've successfully collaborated with paraplanning and admin teams in the past, as this role involves both advising clients and working closely with support staff.
