Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage high-value client portfolios and provide expert financial advice.
- Company: National financial planning group with a strong reputation.
- Benefits: Competitive pay, professional development, and a supportive team environment.
- Why this job: Join a leading firm and make a real difference in clients' financial futures.
- Qualifications: Level 4 financial advising qualifications and several years of experience.
The predicted salary is between 36000 - 60000 £ per year.
A national financial planning group is actively seeking an experienced Financial Planner based in North Yorkshire, England. The successful candidate will manage an established portfolio of clients while ensuring high standards of service delivery and compliance.
Responsibilities include:
- Maintaining client relationships
- Offering financial advice
- Collaborating with support teams
The ideal applicant will have several years of experience and Level 4 qualifications in financial advising. This full-time role offers a competitive pay rate based on expertise.
Senior Financial Planner for High-Value Clients employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner for High-Value Clients
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with high-value clients. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and service delivery standards. We want you to showcase your expertise and how you can maintain those high standards for clients.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that suit your skills and experience in financial advising.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. We love seeing candidates who are proactive and engaged.
We think you need these skills to ace Senior Financial Planner for High-Value Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with high-value clients. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team and how you can maintain those high standards of service delivery we pride ourselves on.
Showcase Your Client Relationship Skills: In your application, emphasise your ability to build and maintain strong client relationships. We’re looking for someone who can connect with clients and provide tailored financial advice, so share relevant examples!
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 from our team!
How to prepare for a job interview at Fram Search
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key financial concepts and be ready to discuss how you've successfully managed portfolios in the past. Use specific examples to showcase your skills.
✨Client Relationship Focus
Highlight your experience in maintaining client relationships. Prepare anecdotes that illustrate how you've built trust and rapport with high-value clients. This will show that you understand the importance of service delivery in this role.
✨Compliance is Key
Since compliance is crucial in financial planning, be prepared to discuss how you ensure adherence to regulations. Familiarise yourself with relevant laws and standards, and be ready to explain how you’ve implemented these in your previous roles.
✨Collaborate and Communicate
This role involves working with support teams, so emphasise your teamwork skills. Think of examples where you’ve successfully collaborated with others to achieve a common goal. Good communication can set you apart from other candidates.
