At a Glance
- 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 £120,000 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 80000 - 120000 € per year.
To £80,000 - £120,000, 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 £80k-120k, 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
Locations
Financial Planner - Client Bank Provided in Essex, Woodford Green employer: Jenson Fisher
Join a leading Financial Planning firm that champions a collaborative and supportive work culture, where your ideas are valued and can directly impact client success. With competitive salaries ranging from £80,000 to £120,000, plus bonuses, this hybrid role on the East London/North London border offers exceptional opportunities for professional growth and client relationship development in a dynamic environment. Experience a fulfilling career with a focus on client-centric financial planning and a commitment to ongoing employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Client Bank Provided in Essex, Woodford Green
✨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
Show off your expertise! Create content on social media or professional platforms that showcases your knowledge in financial planning. This not only builds your personal brand but also attracts clients who are looking for someone with your skills.
✨Tip Number 3
Don’t be shy about reaching out! If you see a company you’d love to work for, send them a message expressing your interest. Sometimes, a simple email can open doors that you didn’t even know existed.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re serious about joining our team and contributing to our collaborative culture.
We think you need these skills to ace Financial Planner - Client Bank Provided in Essex, Woodford Green
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 the CII Diploma, and explain how your previous experiences align with our collaborative culture.
Showcase Your Client-Centric Approach:We love candidates who put clients first! In your application, emphasise your ability to build and maintain relationships with clients. Share stories of how you've successfully engaged unengaged clients or developed existing accounts to demonstrate your client focus.
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 you’re keen on joining our team at StudySmarter!
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 key statistics related to the firm’s performance and the financial services market. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully managed client relationships in the past. Be ready to discuss specific strategies you used to engage unresponsive clients or how you’ve grown a client bank. This will highlight your ability to align with the firm's focus on client satisfaction.
✨Demonstrate Team Spirit
Since the firm values collaboration, think of instances where you’ve worked effectively within a team. Share stories that illustrate your ability to support colleagues and contribute to team goals. This will resonate well with their culture of sharing knowledge and teamwork.
✨Prepare Questions That Matter
Have thoughtful questions ready that reflect your understanding of the firm’s operations and your eagerness to contribute. Ask about their approach to business development or how they support Financial Planners in achieving their targets. This shows you're proactive and genuinely interested in the role.
