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- Tasks: Manage and grow a portfolio of high-net-worth clients while delivering tailored financial advice.
- Company: Respected, client-first wealth management firm with a focus on ethical advice.
- Benefits: Salary up to £75,000, full support, and ongoing professional development.
- Why this job: Inherit established clients and thrive in a collaborative, growth-oriented environment.
- Qualifications: Experience in wealth management and strong relationship-building skills required.
- Other info: Join a team that values talent and invests in your career success.
The predicted salary is between 54000 - 90000 £ per year.
My client is an independent, Chartered private wealth management firm with offices in Cambridge, London and Stansted.
Clients are supported by a dedicated team of over 20 industry professionals. They assume the role of a collaborative financial partner. Guiding, advising and working with clients over the long-term. Building a relationship that permits both openness and debate.
Inherited HNW Client Bank | Full Paraplanning & Admin Support | Long-Term Career Growth
Are you an experienced Wealth Planner or IFA ready to step into a role where you can truly thrive? Would you like to inherit a well-established portfolio of loyal, high-net-worth clients and be part of a firm known for nurturing talent and supporting long-term career success? If so, this is your chance to join a respected, client-first wealth management firm with a reputation for excellence and ethical advice.
The Opportunity:
As a Senior Wealth Planner / Financial Advisor, you will take ownership of an existing book of HNW clients, building deep, lasting relationships while delivering holistic, whole-of-market financial solutions across investments, pensions, tax, and estate planning. You’ll be backed by full paraplanning and administrative support, freeing you to focus on client care and strategic growth. Working alongside a highly collaborative team, you’ll benefit from a clear, structured path for professional development and progression.
Your Key Responsibilities:
- Manage and grow a prestigious portfolio of HNW and long-standing clients.
- Deliver bespoke, client-centric financial advice with the highest ethical standards.
- Build new business opportunities through referrals and professional partnerships.
- Collaborate with dedicated paraplanners and admin staff for seamless client service.
- Stay ahead of industry trends and ensure advice aligns with client goals and regulations.
Experience:
- Proven success in wealth management, advising HNW individuals and families.
- A client-first mindset with strong relationship-building skills.
- Track record of ethical, tailored financial advice.
- Level 6/Chartered Financial Planning qualifications (or working towards).
- Ambition to grow, develop, and contribute to a collaborative team culture.
What’s on Offer:
- Inherited, established bank of high-net-worth clients.
- Salary up to £75,000 (DOE) plus competitive benefits.
- Full paraplanning and administrative support—focus on advice, not paperwork.
- Ongoing professional development with a clear progression path.
- Work with a respected firm that invests in its people and puts clients at the centre.
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Financial Planner employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with other financial professionals. Building relationships can lead to referrals and insider job opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only demonstrates your knowledge but also attracts potential clients and employers who value thought leadership.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their values, client approach, and recent news. Tailor your responses to show how your experience aligns with their mission of providing ethical, client-first advice.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search journey.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Financial Planner role. Highlight your success in wealth management and relationship-building, as these are key to impressing us.
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 you can contribute to our client-first approach. Be genuine and let your personality come through.
Showcase Your Qualifications: Don’t forget to mention your Level 6/Chartered Financial Planning qualifications or any progress towards them. This shows us you’re serious about your professional development and ready to take on the challenge.
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!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Clients
Before the interview, research the firm’s existing high-net-worth client base. Understand their needs and how you can provide tailored financial solutions. This will show your commitment to a client-first approach and your readiness to take ownership of their portfolio.
✨Showcase Your Ethical Standards
Prepare examples that highlight your track record of delivering ethical, bespoke financial advice. Be ready to discuss how you’ve navigated complex situations while maintaining integrity, as this aligns with the firm's reputation for excellence.
✨Demonstrate Collaboration Skills
Since the role involves working closely with paraplanners and admin staff, think of instances where you’ve successfully collaborated in a team. Share how you’ve leveraged support to enhance client service and drive strategic growth.
✨Stay Ahead of Industry Trends
Familiarise yourself with current trends in wealth management, especially those affecting high-net-worth individuals. Be prepared to discuss how these trends could impact your clients and how you plan to adapt your strategies accordingly.
