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- Tasks: Join our team as a Chartered Financial Planner, focusing on business development and client relationships.
- Company: We are a leading integrated Wealth Manager in the UK, known for excellence in financial planning.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work options, and full back office support.
- Why this job: This role offers a clear career path to Senior Director with strong earning potential and professional growth.
- Qualifications: Candidates must be Level 6 qualified Advisors with a passion for networking and client service.
- Other info: This is an exciting opportunity to work with one of the top financial planning practices in the UK.
The predicted salary is between 66000 - 77000 £ per year.
OverviewUp to £110,000 basic plus excellent OTE + benefits
Surrey – Hybrid
I\’m partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Surrey area.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.
This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.
Key Requirements
Chartered status (or close to)
Proven experience in delivering regulated financial advice holding CAS/SPS.
Confident in managing HNW clients and navigating intricate casework.
Able to influence internal stakeholders and colleagues
Passionate, proactive, and self-motivated.
What\’s on Offer
Highly attractive commission structure.
Equity opportunities within the firm.
Flexible, hybrid working arrangements.
A ready made portfolio of potential clients from the professional services arm of the organisation
The successful candidate should be based in the Surrey area and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid
If this opportunity aligns with your aspirations please reach out in confidence to david.elders@idexconsulting.com.
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Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Networking is key in this role, so start building connections within the financial services industry. Attend industry events, join relevant online forums, and engage with professionals on platforms like LinkedIn to expand your network.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which can impress potential employers.
✨Tip Number 3
Consider seeking mentorship from experienced Chartered Financial Planners. They can provide valuable insights into the role and help you navigate the complexities of client relationships and business development.
✨Tip Number 4
Prepare for interviews by practising how to articulate your approach to client relationship management and business development. Be ready to share specific examples of how you've successfully built trust and rapport with clients in the past.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 6 qualifications and relevant experience in financial planning. Emphasise any previous roles that involved business development and networking, as these are key aspects of the job.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with their needs, particularly in building professional connections and providing exceptional client service.
Showcase Networking Skills: Provide examples in your application of how you have successfully built and maintained professional relationships in the past. This could include specific networking events or strategies you've employed to foster trust with clients.
Highlight Career Aspirations: Mention your career goals in your application, especially your interest in progressing to Senior Director level. This shows the employer that you are ambitious and see a future with their organisation.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Networking Skills
Since the role emphasises networking, be prepared to discuss your previous experiences in building professional relationships. Share specific examples of how you've successfully cultivated connections that led to new business opportunities.
✨Demonstrate Your Financial Acumen
As a Chartered Financial Planner, it's crucial to exhibit your knowledge and expertise in financial planning. Brush up on current market trends and be ready to discuss how you can apply this knowledge to benefit clients.
✨Highlight Your Business Development Experience
This position focuses on new business development, so be sure to highlight any relevant experience. Discuss strategies you've used in the past to attract and retain clients, and how these could be applied in this new role.
✨Prepare Questions About Career Progression
With a clear pathway to Senior Director level, show your ambition by asking insightful questions about career progression within the company. This demonstrates your long-term interest in the role and commitment to growth.
