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- Tasks: Manage and grow a portfolio of high-net-worth clients while delivering tailored financial advice.
- Company: Join a respected, client-first wealth management firm with a strong reputation for excellence.
- Benefits: Enjoy a competitive salary, full support, and ongoing professional development opportunities.
- Why this job: Thrive in a collaborative environment focused on ethical advice and long-term career growth.
- Qualifications: Proven success in wealth management and Level 6/Chartered Financial Planning qualifications required.
- Other info: Inherit an established client bank and focus on client care, not paperwork.
The predicted salary is between 54000 - 105000 £ per year.
Financial Planner £50 – £70,000 (Expected £80k in year 1), plus benefits and bonus
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, coupling that with a fantastic business culture that allows people to use their entrepreneurial side to constantly improve the business, and once again, the service that they are providing for clients. It really 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 use technology to deliver full holistic advice in an entirely digital way, so if you are frustrated with the status quo and want better outcomes for your clients this approach allows for you to spend time with their 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.
- Focussing 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 based to be handed to the advisor, via company lead and referral schemes in place that currently have over a 50% conversion rate. With no real need for independent business development. 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
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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 with professionals in the wealth management sector, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Research the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and regulatory changes will not only help you in interviews but also demonstrate your commitment to providing ethical and informed advice.
✨Tip Number 3
Prepare to discuss your approach to building long-term client relationships. Think of specific examples where you've successfully managed client portfolios and how you've tailored your advice to meet their unique needs.
✨Tip Number 4
Familiarise yourself with the firm's values and mission. Understanding their client-first approach and commitment to ethical advice will allow you to align your responses during discussions, showcasing that you're a great fit for their team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and your success with high-net-worth clients. Use specific examples to demonstrate your relationship-building skills and ethical approach to financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your qualifications align with their needs, particularly your Level 6/Chartered Financial Planning qualifications and your ambition to grow within a collaborative team.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in managing HNW clients and delivering bespoke financial solutions. Highlight any experience you have with paraplanning and administrative support to show you understand the importance of teamwork.
Demonstrate Industry Knowledge: In your application, mention your awareness of current industry trends and regulations. This shows that you are proactive and committed to providing the best advice to clients, which is crucial for a role in wealth management.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Showcase Your Client-Centric Approach
During the interview, emphasise your commitment to a client-first mindset. Share specific examples of how you've built strong relationships with high-net-worth clients and tailored your advice to meet their unique needs.
✨Demonstrate Industry Knowledge
Stay updated on the latest trends in wealth management and financial planning. Be prepared to discuss how these trends can impact clients' financial strategies, showcasing your expertise and proactive approach.
✨Highlight Collaborative Skills
Since the role involves working closely with paraplanners and admin staff, illustrate your ability to collaborate effectively. Provide examples of how teamwork has led to successful outcomes in your previous roles.
✨Prepare for Ethical Scenarios
Given the firm's emphasis on ethical advice, be ready to discuss scenarios where you had to navigate ethical dilemmas. This will demonstrate your integrity and alignment with the company's values.
