At a Glance
- Tasks: Inherit clients, develop new business, and provide holistic financial advice.
- Company: Boutique financial practice in the City of London with Chartered Status.
- Benefits: Salary up to £100,000, excellent bonuses, and full admin support.
- Other info: Dynamic environment with a focus on professional development and client success.
- Why this job: Kickstart your career with existing clients and growth opportunities through acquisitions.
- Qualifications: Level 6 qualified financial advisors or one exam away.
The predicted salary is between 95000 - 105000 € per year.
London - hybrid
Salary up to circa £100,000 plus excellent bonus opportunities and company benefits.
Established client book to inherit!
I am looking to speak to experienced financial advisors who are level 6 qualified (or 1 exam from) who would be interested in a new opportunity with a boutique practice based in the City of London. This practice has acquired Chartered Status and is operating at a top tier level.
The opportunity has 3 key facets that should appeal to an ambitious, high performing advisor:
- Clients to inherit from day one: These will come from existing advisors in the practice who have either reached capacity or are beginning to transition clients over as they are looking at retirement.
- Acquisitions: There are several acquisitions being completed with a large number of clients to be inherited by the existing adviser team. Huge scope to utilise cash-flow planning to ensure full holistic advice is being offered to these new clients.
- New Business Development: There's a large number of existing professional connections, established networking channels and lead generation opportunities.
This is genuinely a rare opportunity to get a really strong start with the existing clients, the opportunity to add further clients via the acquisitions and then the framework to use your own ideas and skills to grow the client book into something really worthwhile.
On offer is a very competitive salary of up to circa £100k, excellent bonus potential and full in-house admin and paraplanning support working for a nimble, flexible and modern financial planning practice.
Interested? Please apply or contact me directly.
Financial Planner in London employer: IDEX
Join a prestigious boutique financial planning practice in the heart of London, where you will inherit an established client book from day one and benefit from ongoing acquisitions. With a competitive salary of up to £100,000, excellent bonus opportunities, and a supportive work culture that fosters professional growth, this is an exceptional opportunity for ambitious financial planners looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Showcase your skills! Prepare a portfolio or case studies that highlight your past successes in financial planning. When you get the chance to chat with potential employers, share these stories to demonstrate how you can add value to their team.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, even if they’re not actively hiring. Express your interest and let them know what you can bring to the table. You never know when an opportunity might arise!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your qualifications. Plus, it shows you’re serious about joining our team. So, don’t hesitate – hit that apply button and let’s get started!
We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Show Off Your Qualifications:Make sure to highlight your Level 6 qualification or any relevant exams you've completed. We want to see that you’re ready to hit the ground running with your expertise!
Tailor Your Application:Don’t just send a generic CV! We love it when applicants tailor their applications to our specific role. Mention how your experience aligns with the key facets of the job, like client inheritance and business development.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that make it easy for us to see your skills and experience without wading through unnecessary fluff.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX
✨Know Your Numbers
As a Financial Planner, you’ll want to be well-versed in financial metrics and market trends. Brush up on key statistics related to the company and the industry. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Client Management Skills
Since this role involves inheriting clients, be prepared to discuss your experience with client relationships. Share specific examples of how you've successfully managed client portfolios and provided holistic advice. This will highlight your capability to take on existing clients seamlessly.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about challenges you've faced in previous roles and how you overcame them. This will help you illustrate your strategic thinking and adaptability, which are crucial for new business development.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the firm's approach to client acquisition or how they support their advisors in business development. This shows that you're not just interested in the role, but also in how you can contribute to the company's success.
