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- Tasks: Meet clients, create tailored financial plans, and provide ongoing support.
- Company: Boutique financial advisory firm focused on client relationships.
- Benefits: Competitive salary, performance bonuses, flexible culture, and professional development.
- Why this job: Make a real impact in clients' lives while growing your career.
- Qualifications: Diploma in finance, strong communication skills, and client-focused mindset.
- Other info: Collaborative team environment with opportunities for business growth.
The predicted salary is between 36000 - 60000 £ per year.
This range is provided by Jenson Fisher. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Jenson Fisher
Recruitment Consultant – Head of Financial Services
My client is a boutique financial advisory firm dedicated to building long-lasting relationships with their clients. Their approach is personal, transparent, and tailored — focusing on understanding individual goals and providing strategies that support financial security and growth. As a growing practice, they value collaboration, trust, and a client-first mindset.
They now have an opportunity for a Financial Planner to join their team and take over a book of £10-20m AUM which you will be expected to develop further.
Role Overview
We are looking for a motivated Financial Planner who thrives in a relationship-driven environment. You will work closely with clients to understand their needs, craft bespoke financial plans, and provide ongoing support as their circumstances evolve. This is an excellent opportunity for someone who wants to make a real impact in clients’ lives and grow with a boutique practice.
Key Responsibilities
- Meet clients to understand their goals, values, and financial aspirations.
- Create tailored financial plans, including investment, protection, retirement, and estate strategies.
- Provide clear, jargon-free advice and recommendations.
- Build strong, long-term relationships with clients and their families.
- Regularly review client portfolios and proactively suggest adjustments.
- Stay informed about market trends and regulatory updates.
- Contribute ideas to improve client experience and business growth.
- Work collaboratively with colleagues in a small, supportive team.
Skills & Qualifications
- Relevant professional qualifications, minimum of Diploma.
- Strong understanding of financial planning, investment products, and tax considerations.
- Excellent communication skills, with the ability to explain complex concepts simply.
- Highly client-focused with strong interpersonal skills.
- Self-starter with an entrepreneurial mindset and ability to work independently.
- Commitment to compliance and ethical best practice.
Experience
- Previous experience as a Financial Planner.
- Track record of developing and maintaining client relationships.
- Familiarity with financial planning software and digital tools.
What They Offer
- Competitive base salary with performance-based bonus.
- A supportive, flexible, and collaborative team culture.
- Opportunities to shape the growth of the business and your career.
- Ongoing professional development and study support.
- A role where client care, not sales targets, comes first.
Location & Seniority
- London, United Kingdom
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Business Development, Consulting, and Strategy/Planning
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Financial Planner - £10-20m Client Bank employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - £10-20m Client Bank
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Building relationships is key!
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles that highlight your knowledge in financial planning. This not only positions you as an expert but also attracts clients who are looking for someone who truly understands their needs.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face. Think about how you can demonstrate your client-first mindset and your ability to create tailored financial plans. Remember, it’s all about showing how you can make a real impact!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate Financial Planners who want to grow with us. Make sure your application reflects your unique approach to client relationships and your commitment to ethical practices.
We think you need these skills to ace Financial Planner - £10-20m Client Bank
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Share a bit about your approach to client relationships and how you connect with people.
Tailor Your Application: Make sure to customise your application for this role. Highlight your experience in financial planning and how it aligns with our client-first mindset. We love seeing how you can contribute to our boutique practice!
Keep It Clear and Concise: Avoid jargon and keep your language simple. We appreciate clear communication, so make sure your application is easy to read and gets straight to the point. Show us you can explain complex concepts simply!
Apply Through Our Website: We encourage you to apply directly 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!
How to prepare for a job interview at Jenson Fisher
✨Know Your Client-Centric Approach
Make sure you can articulate how you prioritise client relationships in your financial planning. Be ready to share examples of how you've tailored strategies to meet individual client needs, as this aligns perfectly with the firm's personal and transparent approach.
✨Showcase Your Communication Skills
Prepare to demonstrate your ability to explain complex financial concepts in simple terms. Think of scenarios where you've successfully communicated with clients or colleagues, as this will highlight your excellent interpersonal skills and client-focused mindset.
✨Stay Updated on Market Trends
Research current market trends and regulatory updates relevant to financial planning. Being knowledgeable about these topics will not only impress your interviewers but also show that you're proactive and committed to providing the best advice for clients.
✨Emphasise Collaboration and Teamwork
Since the firm values a collaborative culture, be prepared to discuss how you've worked effectively within a team. Share specific examples of how you've contributed to team success and supported colleagues, which will resonate well with their supportive environment.
