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 £100k, bonuses, hybrid work options, and professional growth opportunities.
- Other info: Exciting opportunity for career advancement 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 - 84000 £ 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 further develop the account.
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:
- 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.
Competencies / Skillset
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication – 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.
Experience / Qualifications
- 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 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 £70,000 to £100,000, 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 the satisfaction of working with a diverse client bank while being part of a team that prioritises quality service and continuous learning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Client Bank Provided
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local finance groups, or even hit up social media platforms like LinkedIn. The more connections you make, the better your chances of landing that Financial Planner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've managed client relationships in the past. We want to see how you can bring value to their team.
✨Follow Up
After any meeting or interview, drop a quick thank-you note. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role!
✨Apply Through Us
Don’t forget to check out our website for the latest job openings! Applying through us not only gives you access to exclusive roles but also helps us support you in your job search journey.
We think you need these skills to ace Financial Planner - Client Bank Provided
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 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 ability to build and maintain relationships with clients. Share stories of how you've successfully engaged clients and helped them achieve their financial goals.
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, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key figures related to your previous client bank and be ready to discuss how you’ve successfully managed and grown it.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to build and maintain client relationships. Think about specific instances where you’ve turned unengaged clients into satisfied ones, as this will resonate well with the firm’s focus on client satisfaction.
✨Demonstrate Business Development Skills
Since targeting new clients is part of the role, come prepared with strategies you’ve used in the past for business development. Discuss how you’ve proactively represented your previous firms and the results you achieved.
✨Stay Compliant and Knowledgeable
Familiarise yourself with the regulatory requirements and internal procedures relevant to financial planning. Be ready to discuss how you ensure compliance in your work while maintaining a strong market knowledge to provide the best advice to clients.
