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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a leading independent financial advisory firm with a stellar reputation.
- Benefits: Enjoy flexible hybrid work, up to 30 days leave, and birthday off.
- Why this job: Seamlessly take over an established client bank and thrive in a supportive team.
- Qualifications: Diploma-qualified or Chartered, with experience in regulated financial advice.
- Other info: Attractive commission structure and a strong focus on client relationships.
The predicted salary is between 54000 - 126000 £ per year.
Job Description
Senior Financial Planner – £90,000 DOE – Somerset or Wiltshire – Hybrid
I’m delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire.
Known for its outstanding reputation and premium client service, the firm specialises in advising high-net-worth individuals. This is a rare opportunity to inherit a well-established client bank from a retiring adviser, offering continuity for clients and a strong platform for long-term success.
Joining this market-leading practice provides exceptional earning potential and the opportunity to work alongside a collaborative, highly regarded team. The firm is seeking a motivated professional with a proven track record of advising HNW clients, experience working closely with accountancy teams, and confidence handling complex financial planning cases.
Requirements:
• Chartered status (or close to).
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate.
What’s on Offer:
• Attractive commission structure.
• Flexible, hybrid working arrangements.
• Up to 30 days annual leave + office closes over christmas
• Birthdays off
• 6% employer pension contribution
• DIS (4x salary)
• Discounts scheme
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com
Senior Financial Planner – £90,000 DOE – Somerset or Wiltshire – Hybrid
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the specific financial planning services offered by the firm, such as wealth management and tax-efficient strategies. This knowledge will help you demonstrate your understanding of their operations during interviews and discussions.
✨Tip Number 3
Prepare to discuss your experience with managing complex financial cases and HNW clients. Be ready to share specific examples that highlight your client service skills and how you've built long-term relationships in your previous roles.
✨Tip Number 4
Showcase your passion for financial planning and your proactive approach to client management. During any interactions, convey your motivation to succeed and how you plan to contribute to the firm's reputation for premium service.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and complex financial cases. Use specific examples to demonstrate your client service skills and any relevant qualifications, such as your Diploma or Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach. Mention your ability to self-motivate and how you can contribute to the firm's reputation for premium service.
Highlight Relevant Experience: In your application, emphasise your experience in giving regulated advice and any certifications like CAS or SPS. This will show that you meet the requirements and are well-prepared for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the firm. Be prepared to discuss how these can benefit high-net-worth clients, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Client Management Skills
Since the role involves managing an established client bank, be ready to share examples of how you've successfully built and maintained relationships with HNW clients in the past. Highlight any specific strategies you've used to enhance client satisfaction and retention.
✨Demonstrate Your Passion and Proactivity
The firm is looking for someone who is passionate and self-motivated. During the interview, convey your enthusiasm for financial planning and provide examples of how you've taken initiative in your previous roles to achieve results.
✨Prepare for Regulatory Questions
Given the nature of the role, expect questions related to regulatory compliance and your experience in giving regulated advice. Brush up on relevant regulations and be ready to discuss how you've navigated complex financial cases while adhering to these guidelines.
