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- Tasks: Manage and grow an existing client bank while acquiring new clients through proactive business development.
- Company: Established financial planning firm with a collaborative and innovative culture.
- Benefits: Competitive salary up to £100,000 plus bonuses, hybrid working options.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: CII Diploma in Regulated Financial Planning and experience in client-focused financial advice.
The predicted salary is between 60000 - 85000 £ per year.
To £70,000 - £100,000, plus bonus
Full Time or Part-Time
East London/North London Border - Hybrid Role
Due to continued expansion, we have been retained by an established Financial Planning firm, that is proud of its collaborative, team-led culture and the open forum to share ideas to be implemented. They now seek to recruit an experienced Financial Planner to join this team, to look after and develop an existing client bank and develop the account further. The salary range is £70k-100k, and if you are able to transition clients across to the firm, this will be reflected in the initial basic salary on offer. They are a 'whole of market' firm and require the experience of a client-centric Financial Planner to carry out the following tasks.
Responsibilities- Managing an existing client bank of 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
- 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
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others
- Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
- Actively participate in the sharing of knowledge – Financial Planners and the wider team
- Market Knowledge – Maintain a full and proper understanding of the financial services market
- Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately
- Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
- Previous experience of providing financial planning advice to clients
- Previous experience in business development and growing a client book
Financial Planner - Client Bank Provided in City of London employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Client Bank Provided in City of London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with potential clients and other financial planners. The more people you know, the better your chances of landing that dream job.
✨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 clients who resonate with your approach.
✨Tip Number 3
Be proactive in reaching out! Don’t wait for clients to come to you; take the initiative to contact potential clients and re-engage those who may have drifted away. A friendly call or email can make all the difference.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented Financial Planners. By applying directly, you’ll get noticed faster and show us you’re serious about joining our collaborative team.
We think you need these skills to ace Financial Planner - Client Bank Provided in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience with client management and business development, as these are key for us. Use specific examples that showcase your skills in financial planning and client engagement.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how you can contribute to our team. Mention any relevant qualifications, like your CII Diploma, and explain why you're excited about joining our collaborative culture.
Showcase Your Client-Centric Approach: We love candidates who put clients first! In your application, emphasise your experience in managing client relationships and how you've successfully engaged with clients in the past. This will show us that you understand the importance of client satisfaction.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on being part of our team right from the start!
How to prepare for a job interview at Jenson Fisher
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of the financial services market and be prepared to discuss how you can leverage this knowledge to manage and grow the client bank effectively.
✨Showcase Your Client-Centric Approach
During the interview, highlight your experience in providing tailored financial advice. Share specific examples of how you've successfully rebuilt relationships with unengaged clients or how you've ensured client satisfaction through regular reviews and proactive communication.
✨Demonstrate Team Spirit
This role values collaboration, so be ready to discuss how you've worked within a team to achieve common goals. Share instances where you've supported colleagues or contributed to a positive team culture, as this will resonate well with their team-led ethos.
✨Prepare for Business Development Questions
Since acquiring new clients is part of the job, think about your past business development experiences. Be prepared to discuss strategies you've used to attract new clients and how you plan to implement similar tactics in this role. Show them you're proactive and ready to hit the ground running!