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- Tasks: Join us as a Financial Planner, providing tailored financial advice to high-profile clients.
- Company: We're a boutique wealth management firm in London, specialising in sports and entertainment.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and networking.
- Why this job: Make a real impact by helping clients navigate their unique financial challenges.
- Qualifications: You need a Level 4 Diploma in Financial Planning and 3-5 years of relevant experience.
- Other info: Ideal for those passionate about finance and working with elite clients.
The predicted salary is between 43200 - 72000 £ per year.
We are working with a boutique wealth management firm based in the heart of London, known for tailored financial advice to high-net-worth individuals. The Sports, Media & Entertainment division specialises in working with some of the UK’s most prominent athletes, creatives, and public figures.
Role Overview:
This business is looking to hire a Financial Planner to join the Central London office. The ideal candidate will have a strong understanding of financial planning. You will be responsible for building and maintaining long-term client relationships, delivering holistic financial advice, and collaborating with internal and external stakeholders to ensure the highest standard of service.
Key Responsibilities:
- Provide tailored financial planning advice across investments, pensions, tax planning, protection, and estate planning.
- Build and manage a portfolio of high-profile clients within the sports, media, and entertainment sectors.
- Understand the specific financial challenges faced by clients with irregular income patterns and complex earning structures.
- Collaborate closely with agents, accountants, legal advisers, and other third parties to deliver integrated wealth management solutions.
- Keep up-to-date with industry regulations, market trends, and investment strategies.
- Maintain strict confidentiality and a high standard of ethical conduct.
Requirements:
- Level 4 Diploma in Financial Planning (minimum), with progression toward Chartered status preferred.
- Minimum 3–5 years’ experience in a client-facing financial planning or wealth management role.
- A strong network or proven experience working with clients in sports, media, or entertainment is highly desirable.
- Excellent interpersonal and communication skills with a client-first mindset.
- Detail-oriented, proactive, and capable of managing multiple high-touch client relationships.
- FCA-authorised and up to date with CPD requirements.
Financial Planner employer: Global Accounting Network
Contact Detail:
Global Accounting Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network within the sports, media, and entertainment sectors. Attend industry events, seminars, or workshops where you can meet potential clients or colleagues who can refer you to high-net-worth individuals.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Develop strong relationships with other professionals in related fields, such as agents and accountants. Collaborating with them can help you offer comprehensive solutions to your clients and expand your network.
✨Tip Number 4
Showcase your understanding of the unique financial challenges faced by clients in the sports and entertainment industries. Tailor your conversations and strategies to address their specific needs, which will set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly any work with high-net-worth individuals or within the sports, media, and entertainment sectors. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the unique financial challenges faced by clients in these industries. Mention your Level 4 Diploma in Financial Planning and any steps you are taking towards Chartered status.
Highlight Interpersonal Skills: Since this role requires excellent communication and relationship-building skills, provide examples in your application that illustrate how you've successfully managed client relationships in the past.
Show Industry Knowledge: Demonstrate your knowledge of current market trends and regulations in your application. This could be through mentioning recent developments in financial planning or specific strategies you have employed in previous roles.
How to prepare for a job interview at Global Accounting Network
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge, especially in areas like investments, pensions, and tax planning. Be prepared to discuss specific strategies you've used in the past and how they can apply to high-net-worth clients.
✨Demonstrate Client Relationship Skills
Since this role involves building long-term relationships, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your interpersonal skills and your ability to understand and meet client needs.
✨Understand the Industry Landscape
Familiarise yourself with the sports, media, and entertainment sectors, particularly the unique financial challenges faced by clients in these fields. Showing that you understand their world will set you apart from other candidates.
✨Prepare for Ethical Scenarios
Given the importance of confidentiality and ethical conduct in this role, think about how you would handle various ethical dilemmas. Be ready to discuss your approach to maintaining integrity while providing financial advice.
