At a Glance
- Tasks: Provide bespoke financial planning for Ultra High Net Worth clients and mentor junior advisers.
- Company: Reputable Chartered Wealth Management firm with a focus on client relationships.
- Benefits: Competitive salary, lucrative bonuses, equity options, and exceptional support.
- Other info: Flexible work environment with opportunities for career progression and leadership.
- Why this job: Join a dynamic team and make an immediate impact with established clients.
- Qualifications: Chartered or nearly Chartered with experience in HNW/UHNW financial planning.
The predicted salary is between 100000 - 120000 £ per year.
Are you a Financial Planner looking to take your career to the next level?
We are working with a highly regarded, Chartered Wealth Management firm that is looking for an experienced Financial Planner to take on an established book of HNW / UHNW clients.
With their existing Advisory team at full capacity, this is a rare opportunity to step into a well-managed portfolio and make an immediate impact.
Typical clients have over £2.5Million AUM and are business owners with complex planning needs.
The Opportunity
Based in Marlow, you'll be joining a firm known for delivering bespoke financial planning solutions to Ultra High Net Worth (UHNW) clients.
You'll work three days a week in the office and two from home, giving you the flexibility to thrive in both collaborative and independent settings.
You'll be supported by a dedicated Paraplanner and Administrator, ensuring you can focus on providing exceptional client service without being bogged down by admin.
Additionally, you'll have the opportunity to serve on the investment committee and play a key role in mentoring junior advisers within the team.
What's on Offer?
Competitive Salary – £100,000 to £120,000, with flexibility + Bonus on top + Equity options Lucrative Bonus Structure – Rewarding both client service and business development efforts.
Equity Potential – Be part of the firm's long-term growth strategy, with future opportunities for equity participation.
Exceptional Support – 1:2:1 Paraplanning and Admin support, allowing you to focus on client relationships.
Career Progression – A place at the senior leadership table, with opportunities to shape the firm's future direction.
Who We're Looking For
Chartered (or nearly Chartered and committed to completing). ??
Experience working with HNW and UHNW clients, providing holistic financial planning. ??
Strong expertise in Estate Planning, Business Planning, Tax Advice, VCT, and EIS. ??
A confident communicator, capable of building relationships with London-based business owners and entrepreneurs. ??
A team player who enjoys mentoring and contributing to the firm's strategic vision.
If you're looking for a highly rewarding role with an established book of clients and a clear path to equity, this is the opportunity for you.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Planner in Marlow
✨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 Grabjobs. 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 Remote Financial Planner in Marlow
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 Grabjobs.
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 Grabjobs'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 Grabjobs
✨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 Grabjobs.
✨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 Grabjobs 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 Grabjobs 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.
