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- Tasks: Provide expert financial planning for high-net-worth clients and manage complex financial cases.
- Company: Prestigious professional services organisation with a strong reputation in financial planning.
- Benefits: Attractive commission structure, equity opportunities, and flexible hybrid working arrangements.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Chartered status or close, with proven experience in regulated financial advice.
- Other info: Dynamic environment with a ready-made portfolio of potential clients.
The predicted salary is between 36000 - 60000 £ per year.
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 Guildford 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
- 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 Guildford / Surrey area and be able to spend a certain portion of the week within the office to nurture the internal relationships, but the role is flexible/hybrid.
Financial Planner in Surrey employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Surrey
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience with HNW clients and complex cases. Share specific examples of how you've successfully managed intricate financial situations to demonstrate your value.
✨Tip Number 3
Be proactive in following up! After an interview or networking event, send a quick thank-you email to express your appreciation and reiterate your interest in the role. This not only shows your enthusiasm but also keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it gives us a chance to see your application in the best light. Don’t miss out on this opportunity to join a fantastic team!
We think you need these skills to ace Financial Planner in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience with HNW clients and any relevant qualifications, like your chartered status. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention your success in managing complex cases and building internal relationships.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to deliver regulated financial advice. Numbers speak volumes, so if you've increased client portfolios or improved client satisfaction, let us know!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in managing high-net-worth clients. Brush up on key financial metrics and case studies that showcase your success. Be ready to discuss specific examples of how you've navigated complex financial situations.
✨Build Rapport with Stakeholders
Since the role involves influencing internal stakeholders, practice your interpersonal skills. Think about how you can establish trust and rapport quickly. Prepare anecdotes that highlight your ability to nurture relationships within a team or organisation.
✨Showcase Your Passion
This firm is looking for someone who is passionate and proactive. During the interview, convey your enthusiasm for financial planning and your commitment to client success. Share what drives you in this field and how you stay motivated.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Prepare by thinking through potential challenges you might face with HNW clients and how you would approach them. This will show your analytical thinking and readiness to tackle complex cases.
