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- Tasks: Lead and mentor a team of six Financial Planners while providing high-quality financial advice.
- Company: Join a prestigious, award-winning firm managing over £3.6 billion in client assets.
- Benefits: Enjoy generous holidays, private medical, pension, and potential equity ownership.
- Why this job: Be part of a dynamic team focused on client relationships and professional growth.
- Qualifications: Must be a Chartered Financial Planner with management experience and industry knowledge.
- Other info: Opportunity for partnership and involvement in various business projects.
The predicted salary is between 72000 - 120000 £ per year.
Financial Planning Team Leader – Surrey
Basic: To £100k, plus uncapped bonus, excellent benefits, equity opportunity
Our client is a prestigious, multi award winning financial planning and asset management firm, having over 220 employees, over £3.6 billion in client assets. They now seek an ambitious and high calibre, Chartered Financial Planner, to lead and manager a team of six Financial Planners, based in Surrey.
Within this role, you will be guiding and mentoring the junior members of your team, as well as, supporting the senior advisers. You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well as building a client book through developing and building relationships with prospects through client referrals and professional connections.
Responsibilities:
- Leading, managing and mentoring a team of six advisers
- Providing high quality advice to clients, including goal based planning, retirement and legacy planning, protection and proactively provide an ongoing service to clients
- Cultivating and nurturing relationships with individuals, their families, business owners and trusts
- Developing and maintaining a client bank emphasising a client centric approach to financial planning
- Developing and maintaining an ongoing rapport and service to clients and professional connections in line with internal services standards and industry regulations
- Ensuring adequate personal CPD is undertaken, and records maintained in association with Compliance and SPS in place
- Ongoing knowledge of financial markets and products, including appropriate legislative changes and committed to developing your professional skillset
- Demonstrating a willingness to get involved in other projects within the business that fall within your capabilities, which may occur from time to time
- The leadership of a small group of advisers, to include ongoing supervision, coaching and oversight
The person:
- You must be currently working as a Chartered Financial Planner, with management experience
- Industry relevant knowledge of Investments, ISA’s, Bonds, pensions and Protection
- Proven experience in a leadership role within the financial services industry
- Excellent communication skills, both verbal and written
- Be capable of delivery high quality financial advice to new and existing clients.
- Be customer focused but commercially minded and having excellent attention to detail.
- Ability to communicate with departments across the business.
- Demonstrate adept time and diary management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously.
- Show a commitment to making well-informed decisions even under pressure and proven desire to work with policy and process and not against
- Be willing to support and provide appropriate guidance/mentoring and advice to more junior members of the team, inside and outside of their pod responsibility
Benefits:
- Generous holiday allowance and benefits (private medical, pension, income protection, death in service and flexible benefits platform).
- Industry leading sales programme provided.
- Potential pathway to partnership and equity ownership to share in the growth of the business.
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Financial Planning Team Leader 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 Planning Team Leader
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already in leadership roles. Attend industry events and seminars to connect with potential colleagues and mentors who can provide insights into the company culture and expectations.
✨Tip Number 2
Demonstrate your leadership skills by sharing examples of how you've successfully managed teams in the past. Prepare specific anecdotes that highlight your ability to mentor junior staff and foster a collaborative environment.
✨Tip Number 3
Stay updated on the latest trends and changes in financial markets and products. This knowledge will not only help you in interviews but also show your commitment to continuous professional development, which is crucial for this role.
✨Tip Number 4
Prepare to discuss your client-centric approach in detail. Be ready to explain how you have built and maintained client relationships in the past, as well as how you plan to develop a client bank in this new role.
We think you need these skills to ace Financial Planning Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Planner and any leadership roles you've held. Emphasise your ability to provide high-quality, goal-based financial planning and your success in building client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've led teams and provided exceptional service to clients, showcasing your communication skills and customer-focused approach.
Highlight Relevant Experience: When detailing your work history, focus on your management experience and your knowledge of financial products like investments, ISAs, and pensions. Use metrics where possible to demonstrate your impact, such as growth in client numbers or satisfaction ratings.
Showcase Continuous Professional Development: Mention any ongoing training or certifications you have pursued to stay updated with industry regulations and market changes. This shows your commitment to professional growth and compliance, which is crucial for this role.
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Showcase Your Leadership Skills
As a Financial Planning Team Leader, it's crucial to demonstrate your leadership experience. Prepare examples of how you've successfully managed and mentored teams in the past, highlighting specific outcomes that resulted from your guidance.
✨Emphasise Client-Centric Approach
Make sure to discuss your commitment to providing high-quality, goal-based financial planning. Share stories about how you've built and maintained strong relationships with clients, showcasing your ability to understand their needs and deliver tailored solutions.
✨Stay Updated on Industry Trends
Demonstrating your knowledge of current financial markets and legislative changes is key. Be prepared to discuss recent developments in the industry and how they might impact financial planning, showing that you are proactive in your professional development.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities under pressure. Think of scenarios where you had to make quick decisions or manage multiple deadlines, and be ready to explain your thought process and the outcomes of those situations.
