At a Glance
- Tasks: Support Financial Advisers and manage client cases for an exceptional experience.
- Company: A forward-thinking financial planning business focused on growth and innovation.
- Benefits: Hybrid working, career development, and access to cutting-edge technology.
- Other info: Join a collaborative environment with genuine long-term career progression.
- Why this job: Be a vital part of a growing team and make a real impact on clients' lives.
- Qualifications: Experience in financial services, strong organisational skills, and a passion for client outcomes.
The predicted salary is between 40500 - 49500 £ per year.
We’re delighted to be partnering with a growing and forward-thinking independent financial planning business as they continue to invest in their people and build for the future.
This isn't your typical financial services administration role.
You'll become a trusted operational partner to a number of Financial Advisers across the South, helping deliver an outstanding client experience from initial enquiry through to implementation and ongoing servicing.
Supported by market-leading technology and AI-driven tools, you'll spend less time battling administration and more time adding real value to both advisers and clients.
With the business continuing to grow at an impressive pace, this opportunity also offers genuine long-term career progression and forms part of a wider succession plan, making it ideal for someone who wants to build a lasting career rather than simply find their next role.
The Opportunity
Working closely with a team of Financial Advisers, you'll become an extension of their business, ensuring cases progress smoothly, clients remain informed and every interaction reflects the high standards the business is known for.
Responsibilities are likely to include
- Supporting a portfolio of Financial Advisers across the full client journey.
- Managing client cases from instruction through to completion.
- Preparing and coordinating client documentation and recommendations.
- Liaising with clients, providers and internal teams to keep business progressing efficiently.
- Conducting product, platform and provider research where required.
- Managing multiple priorities while maintaining exceptional accuracy and attention to detail.
- Helping identify smarter ways of working through technology, AI and continuous process improvement.
- Delivering an outstanding client experience at every stage.
About You
We're looking for someone who genuinely enjoys being the person advisers rely upon.
You'll probably have experience within an Independent Financial Adviser, Wealth Management or Financial Planning environment and understand how to keep complex client cases moving whilst delivering exceptional service.
You'll ideally bring
- Experience supporting Financial Advisers within an FCA-regulated environment.
- Strong organisational and operational skills.
- The ability to manage multiple cases simultaneously.
- Excellent communication and relationship-building skills.
- A proactive, solutions-focused approach.
- High attention to detail and pride in delivering quality work.
- Confidence using financial planning systems and embracing new technology.
- A genuine passion for delivering exceptional client outcomes.
Why Apply?
- Join a business experiencing sustained growth.
- Genuine career development and succession opportunities.
- Hybrid working.
- Work alongside experienced advisers in a collaborative environment.
- Benefit from market-leading AI and technology designed to make your role more effective.
- Be recognised as a key part of the business rather than "just" an administrator.
- #J-18808-Ljbffr
Senior Financial Planning Executive in Gloucester employer: Headturner Search
At Headturner Search, we pride ourselves on fostering a vibrant work culture that prioritises exceptional client care and employee growth. As a Client Care Advisor, you will benefit from comprehensive training, collaborative teamwork, and a supportive environment that encourages professional development, all while being part of a market-leading organisation dedicated to excellence in service delivery.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Executive in Gloucester
✨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 Headturner Search. 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 Senior Financial Planning Executive in Gloucester
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 Headturner Search.
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 Headturner Search'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 Headturner Search
✨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 Headturner Search.
✨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 Headturner Search 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 Headturner Search 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.
