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- Tasks: Provide expert financial advice and develop tailored strategies for high-net-worth clients.
- Company: Dynamic financial planning firm in Birmingham with a collaborative culture.
- Benefits: Competitive salary, flexible working, and professional development opportunities.
- Why this job: Lead client engagements and make a real impact on clients' financial futures.
- Qualifications: Level 6 or Chartered status with 5+ years in financial planning.
- Other info: Mentorship opportunities and a supportive team environment.
The predicted salary is between 28800 - 48000 £ per year.
We are seeking an experienced Senior Financial Planner to join our growing team in Birmingham. The successful candidate will provide sophisticated financial advice, develop tailored strategies for clients, and manage relationships with high-net-worth individuals and complex portfolios. You will have the autonomy to lead client engagements and contribute to the strategic growth of the practice.
Key Responsibilities
- Provide comprehensive financial planning, including investment, retirement, tax-efficient strategies, estate planning, and risk management.
- Build and maintain long-term relationships with clients, ensuring high levels of trust and satisfaction.
- Conduct in-depth client fact-finding, needs analysis, and strategy formulation.
- Oversee complex client portfolios, ensuring ongoing suitability and performance reviews.
- Collaborate with paraplanners and administrators to ensure timely delivery of reports, recommendations, and client service.
- Keep up-to-date with regulatory requirements, market trends, and product developments.
- Contribute to business development initiatives, networking, and supporting growth targets.
- Mentor and support junior planners within the team.
Requirements
- Level 6 or Chartered status with the Chartered Insurance Institute (CII) or equivalent.
- Minimum of 5 years' experience in financial planning, preferably within an IFA or wealth management environment.
- Proven track record of managing client portfolios and delivering successful financial strategies.
- Excellent interpersonal and communication skills, with the ability to inspire trust in clients.
- Strong technical knowledge of investments, pensions, tax planning, and protection products.
- Highly organised, self-motivated, and results-driven approach.
- Ability to work collaboratively in a team and contribute to the firm's strategic vision.
- Professional development and support towards further qualifications.
- Flexible working arrangements.
- Inclusive and collaborative company culture.
Senior Financial Planner in Birmingham employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or networking contacts, make sure to highlight your experience and successes in managing complex portfolios. Share specific examples of how you've helped clients achieve their financial goals.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you admire, like us at StudySmarter, and express your interest in joining the team. A little initiative can go a long way in landing that dream role.
✨Tip Number 4
Prepare for interviews by practising common questions and scenarios related to financial planning. Think about how you would approach client engagements and strategy formulation. The more prepared you are, the more confident you'll feel when it’s time to shine!
We think you need these skills to ace Senior Financial Planner in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning expertise, especially with high-net-worth clients, to show us you’re the right fit for the Senior Financial Planner role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your experience aligns with our needs. Don’t forget to mention any specific strategies or successes that demonstrate your capabilities.
Showcase Your Interpersonal Skills: Since building relationships is key in this role, make sure to highlight your communication skills and any relevant experiences where you’ve successfully managed client relationships. We want to see how you inspire trust and satisfaction!
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 our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Insite Group
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and tax strategies. Be ready to discuss how you've successfully managed client portfolios in the past and how you can apply that experience to the role.
✨Build Rapport
Since this role involves building long-term relationships with clients, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing a relevant story or demonstrating your understanding of their needs and values.
✨Showcase Your Autonomy
Highlight instances where you've taken the lead on client engagements or contributed to strategic growth. Prepare examples that showcase your ability to work independently while still being a team player, as collaboration is key in this role.
✨Stay Current
Keep yourself updated on the latest regulatory requirements and market trends. Being able to discuss recent developments in the financial sector will show your commitment to professional growth and your readiness to provide sophisticated advice to clients.
