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- Tasks: Manage a £60m client book and provide expert financial advice.
- Company: Leading national wealth management firm with a strong reputation.
- Benefits: Competitive bonus structure, 30 days annual leave, and flexible hybrid working.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in regulated financial advice and managing high-net-worth clients.
- Other info: Exceptional earnings potential and opportunities for professional growth.
The predicted salary is between 43200 - 72000 £ per year.
A leading national wealth management firm is seeking an experienced Financial Planner for their Cardiff office. This opportunity offers management of a £60m client book and the potential for exceptional earnings. The ideal candidate will have experience in delivering regulated financial advice, managing HNW clients, and navigating complex financial cases.
Benefits include:
- a competitive bonus structure
- 30 days of annual leave
- flexible hybrid working arrangements
HNW Wealth Planner — Hybrid, £60m Client Book in Cardiff employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Wealth Planner — Hybrid, £60m Client Book in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect HNW Wealth Planner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of complex financial cases. We want you to showcase your expertise in managing HNW clients, so practice articulating your past experiences and how they relate to the role.
✨Tip Number 3
Don’t forget to leverage social media! Update your LinkedIn profile to reflect your skills and experience in financial planning. Engage with industry-related content to get noticed by recruiters looking for someone just like you.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to submit your details. Plus, it shows us you’re serious about joining our team and managing that impressive £60m client book.
We think you need these skills to ace HNW Wealth Planner — Hybrid, £60m Client Book in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the HNW Wealth Planner role. Highlight your experience in managing high-net-worth clients and delivering regulated financial advice. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've navigated complex financial cases and managed client relationships effectively.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Quantify your successes where possible, like the growth of client portfolios or successful financial strategies you've implemented. We love numbers that tell a story!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss specific figures related to wealth management. Understand the intricacies of managing a £60m client book and be prepared to share examples of how you've successfully navigated complex financial cases.
✨Showcase Your Client Management Skills
Highlight your experience with high-net-worth (HNW) clients during the interview. Prepare anecdotes that demonstrate your ability to build relationships, understand client needs, and deliver tailored financial advice. This will show that you can handle the responsibilities of managing a significant client portfolio.
✨Understand the Firm's Culture
Research the wealth management firm’s values and culture. Be ready to discuss how your personal values align with theirs. This will not only help you fit in but also show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Have a list of insightful questions ready to ask at the end of the interview. Inquire about their approach to client management, the support they provide for financial planners, and how they measure success. This shows your enthusiasm for the role and helps you assess if it’s the right fit for you.
