At a Glance
- Tasks: Provide holistic financial planning advice to high-net-worth clients and develop bespoke strategies.
- Company: Join a leading Private Bank in Mayfair with a prestigious reputation.
- Benefits: Highly competitive salary, annual bonus, and comprehensive benefits package.
- Other info: Collaborative environment with opportunities for ongoing professional development.
- Why this job: Make a real impact on clients' wealth journeys while enjoying career progression.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent, with experience advising HNW clients.
The predicted salary is between 75600 - 92400 £ per year.
A leading Private Bank is seeking an experienced and highly accomplished Senior Financial Planner to join its established Wealth Planning team in Mayfair.
This is an exceptional opportunity to work alongside a high-performing team of Private Bankers and Investment Advisors delivering sophisticated financial planning solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, entrepreneurs, executives and families.
The successful candidate will be responsible for providing holistic wealth planning advice and helping clients navigate complex financial decisions across all stages of their wealth journey.
The Opportunity
You will join a very successful team, who enjoy long-standing relationships with an extensive portfolio of HNW & UHNW clients.
Through a collaborative approach, you will deliver comprehensive planning strategies tailored to each client's personal, family and business objectives.
This role is ideally suited to an experienced Financial Planner / Wealth Planner who thrives in a client-centric environment and enjoys working with complex planning cases.
Key Responsibilities
- Provide holistic financial planning advice to HNW and UHNW clients.
- Develop and implement bespoke wealth planning strategies covering pensions, investments, inheritance tax mitigation, estate planning and retirement planning.
- Conduct detailed client reviews and create comprehensive financial plans.
- Collaborate closely with Private Bankers and Investment Advisors.
- Support clients through significant life events, liquidity events and intergenerational wealth transfer.
- Build trusted adviser relationships with clients and their professional advisers, including solicitors, accountants and trustees.
- Maintain the highest standards of regulatory and compliance oversight.
- Ensure all advice is delivered in accordance with FCA regulations and Consumer Duty requirements.
- Mentor and support junior advisers where appropriate.
About You
- Level 4 Diploma in Financial Planning or equivalent.
- Significant experience advising HNW and UHNW clients.
- Strong technical knowledge across pensions, investments, tax-efficient planning and estate planning.
- Experience working within Wealth Management, Private Banking or a sophisticated financial planning environment.
- Exceptional client relationship and stakeholder management skills.
- Strong understanding of FCA regulations and suitability standards.
- Ability to manage complex planning requirements with professionalism and discretion.
- Preferred Qualifications
- Chartered Financial Planner status.
- Fellowship or progress towards Fellowship qualifications.
- STEP, CFA, CISI or additional advanced planning qualifications.
- Experience working with entrepreneurs, business owners and multi-generational family wealth structures.
- Our client offers
- Highly competitive salary and annual bonus.
- Access to an established portfolio of HNW and UHNW clients.
- Prestigious Mayfair office location.
- Comprehensive pension, healthcare and wellbeing benefits.
- Private banking environment with strong internal referral channels.
- Ongoing professional development and support for advanced qualifications.
- Clear career progression within a leading private banking organisation.
This is an opportunity to join a globally respected Private Bank where client relationships are measured in decades, not transactions.
You will work with some of the UK's most sophisticated private clients, helping preserve, grow and transfer wealth across generations while benefiting from the support, resources and reputation of a market-leading institution.
If you are a Chartered or Diploma-qualified Financial Planner seeking a senior role within Private Banking, we would welcome your application.
Similarly, if you are a junior to mid level Financial Planner / Advisor please also apply to this advert as we work strategically with a very exclusive panel of MFOs, EAMs, HNW DFMs & Advice firms and have exciting opportunities for you too.
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Financial Planner employer: Hanover
Join a dynamic team where your expertise as an Experienced Analysis Actuary will be valued and rewarded. Our company fosters a collaborative work culture that prioritises employee growth, offering ample opportunities for professional development in the exciting field of insurance linked securities. Located in a vibrant area, we provide a competitive salary and an attractive bonus structure, making us an excellent employer for those seeking meaningful and impactful work.
StudySmarter Expert Advice🤫
We think this is how you could land 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 Hanover. 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 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 Hanover.
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 Hanover'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 Hanover
✨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 Hanover.
✨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 Hanover 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 Hanover 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.
