At a Glance
- Tasks: Create new business opportunities and provide holistic financial advice to clients.
- Company: Modern Financial Planning firm focused on technology and exceptional service.
- Benefits: Competitive salary, bonuses, and a supportive entrepreneurial culture.
- Other info: Collaborative team environment with excellent growth potential.
- Why this job: Join a unique firm and revolutionise financial advice with a digital approach.
- Qualifications: 2-3 years client-facing experience and ambition to grow in the industry.
The predicted salary is between 42000 - 84000 £ per year.
We are currently working with a fantastic new age, ultra-modern Financial Planning firm with a heavy focus on using technology to improve the quality of service that they provide to their clients, coupled with a fantastic business culture that allows people to use their entrepreneurial side to constantly improve the business and the service provided for clients. This is a unique proposition and gives you the chance to be part of something different!
They have a highly attractive and rare opportunity to bring in a Financial Planner for someone more established within the industry to join as a Partner of the business with roughly 2-3 years client facing experience and CAS. Taking full advantage of this firm’s high lead conversion rate coupled with a unique offering towards client service, you will be expected to grow a client book (not expected to bring any) and in turn reap the benefits from a financial and cultural standpoint.
Our client has removed lengthy, paper based suitability reports and uses technology to deliver full holistic advice in an entirely digital way, allowing you to spend time with clients and not with admin or writing reports.
This is an exciting opportunity for a self-starter with the ambition to move away from traditional wealth management firms and cultivate their own client base. You will play a critical role in our future growth, empowering individuals to make the most of their money and revolutionising what it feels like to receive financial advice.
What you’ll be doing:
- Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients.
- Providing holistic financial advice with a financial planning led approach, understanding clients' unique financial needs and helping them to chart the course to live the lives they dream of.
- Focusing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.
Responsibilities:
- Huge mass affluent/UHNW client base, with a client base to be handed to the advisor, via company lead and referral schemes in place that currently have over a 50% conversion rate. Expectation is to provide around 20 high-calibre and trusted leads per month.
- The client portfolio has huge opportunity to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner.
- This is a collaborative team with an opportunity to develop your skills, experience and earning potential with fantastic growth opportunities up within the business.
Qualifications:
- Working toward Chartered via CII.
Financial Planner in London employer: Jenson Fisher Consulting Ltd
Join a forward-thinking Financial Planning firm that prioritises innovation and technology to enhance client service. With a vibrant work culture that encourages entrepreneurial spirit, you will have the opportunity to grow your own client base while benefiting from a high lead conversion rate and exceptional support. This role not only offers competitive financial rewards but also fosters personal and professional development in a collaborative environment, making it an ideal place for ambitious financial planners looking to make a meaningful impact.
Contact Details:
Jenson Fisher Consulting Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that you didn’t even know existed.
✨Show Off Your Skills
When you get the chance to chat with someone from the firm, make sure to highlight your unique skills and experiences. Share specific examples of how you've used technology to improve client service or streamline processes. This will show them you’re a perfect fit for their modern approach!
✨Be Ready for the Digital Age
Since this firm is all about tech, brush up on your digital skills. Familiarise yourself with the latest financial planning software and tools. Being tech-savvy will not only impress them but also help you hit the ground running once you land the job.
✨Apply Through Our Website
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 take the initiative to engage directly with us. Let’s make it happen together!
We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Show Your Passion for Technology:Make sure to highlight your enthusiasm for using technology in financial planning. We love candidates who are excited about improving client service through innovative solutions, so let that shine through in your application!
Emphasise Client-Centric Experience:Since this role is all about building relationships with clients, share specific examples of how you've provided exceptional service in the past. We want to see how you understand and meet unique client needs!
Be Yourself!:We’re looking for self-starters with an entrepreneurial spirit. Don’t be afraid to let your personality come through in your application. Show us what makes you unique and how you can contribute to our fantastic culture!
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you on the path to joining our team!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client needs. Brush up on key financial concepts and be ready to discuss how you can leverage technology to enhance client service.
✨Showcase Your Tech Savvy
This firm values a modern approach to financial planning. Be prepared to talk about any tech tools or software you’ve used in previous roles that improved efficiency or client engagement. Highlight your adaptability to new technologies.
✨Emphasise Client Relationships
Since the role focuses on building multi-generational relationships, come equipped with examples of how you’ve successfully nurtured client relationships in the past. Discuss your approach to understanding unique client needs.
✨Demonstrate Your Entrepreneurial Spirit
This is a self-starter role, so share instances where you took initiative or led projects. Talk about how you plan to grow your client base using the firm's lead generation channels and your vision for contributing to the business culture.
