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- Tasks: Manage a portfolio of high-net-worth clients and provide tailored financial planning advice.
- Company: Join a prestigious boutique Wealth Planning firm with an in-house DFM team.
- Benefits: Earn up to £60,000 plus bonuses, with mentorship from a Director.
- Why this job: Work with exclusive cash management facilities and focus on client success without needing to self-generate leads.
- Qualifications: Ambitious individuals with a passion for financial planning and client service are encouraged to apply.
- Other info: All clients are provided, allowing you to focus on building relationships and maximizing portfolio value.
The predicted salary is between 43200 - 72000 £ per year.
Financial Planner – All high worth clients provided!
To £60,000, plus bonus
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner. All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities, that enable its clients to safely maximize their portfolio value and at the same time increase the revenue within your client bank. The added benefit to this role is you will have support and mentorship from a Director, to assist in the handover of the clients to you.
Responsibilities
- Managing an existing client bank of circa 80-100 clients.
- Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients.
- Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice.
- Work with investment managers to identify opportunities for existing clients.
- Actively refer clients and prospects to other services and specialisms offered.
- Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives.
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
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Financial Planner - All clients provided 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 - All clients provided
✨Tip Number 1
Familiarize yourself with the specific needs and preferences of high net worth clients. Understanding their unique financial goals will help you stand out during the interview process.
✨Tip Number 2
Network within the wealth management industry to gain insights and connections. Attend relevant events or join professional groups to meet potential colleagues and learn more about the firm’s culture.
✨Tip Number 3
Prepare to discuss your approach to client relationship management. Highlight any past experiences where you successfully rebuilt relationships or provided exceptional service to clients.
✨Tip Number 4
Research the firm’s investment strategies and cash management facilities. Being knowledgeable about their offerings will demonstrate your genuine interest and readiness to contribute from day one.
We think you need these skills to ace Financial Planner - All clients provided
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Financial Planner in this specific firm. Highlight your experience with high net worth clients and your ability to manage an existing client bank.
Tailor Your CV: Customize your CV to reflect your relevant experience in wealth planning and financial advising. Emphasize any previous roles where you managed affluent clients or worked in a similar environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's unique offerings. Mention how you can contribute to their goals and support their clients effectively.
Highlight Compliance Knowledge: Since compliance is crucial in this role, make sure to mention your familiarity with regulatory requirements and internal procedures. This will demonstrate your commitment to conducting activities in a compliant manner.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Understand the Client Base
Make sure you have a solid understanding of the mass affluent and UHNW client segments. Be prepared to discuss how your experience aligns with their needs and how you can add value to their financial planning.
✨Showcase Your Business Development Skills
Even though clients are provided, demonstrating your ability to engage and build relationships is crucial. Prepare examples of how you've successfully developed client relationships in the past.
✨Highlight Compliance Knowledge
Since compliance is key in this role, be ready to talk about your understanding of regulatory requirements and how you ensure that all activities are compliant. This will show your commitment to ethical practices.
✨Prepare Questions for the Director
Since you'll have mentorship from a Director, prepare insightful questions about their approach to client management and business development. This shows your eagerness to learn and adapt to the firm's culture.
