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 of £95k-120k plus bonuses, with opportunities for professional growth.
- Other info: Located on the East London/North London border, ideal for local candidates.
- 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 95000 - 120000 £ per year.
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 with an immediate opportunity to develop the account further.
The job is based in the East London/North London border, so would suit candidates in this location and is paying a salary range of £95k-120k, plus bonus. 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.
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 - HNW Client Bank Provided employer: Jenson Fisher
Join a leading Financial Planning firm that champions a collaborative and innovative work culture, where your ideas are valued and implemented. Located on the East London/North London border, this role offers an attractive salary of £95k-120k plus bonuses, alongside ample opportunities for professional growth and development within a supportive team environment. With a focus on client-centric service and a commitment to excellence, this is an ideal workplace for those seeking meaningful and rewarding employment in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - HNW 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 helped clients achieve their financial goals. This is your time to shine and show them why you're the perfect fit for their team.
✨Follow Up Like a Boss
After any interview or networking event, drop a quick thank-you email. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role and remind them of your skills.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you a better chance but also keeps you in the loop about any updates or new opportunities that might pop up.
We think you need these skills to ace Financial Planner - HNW 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 HNW clients and any business development successes you've had. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our collaborative culture. Let us know why you’re the perfect fit for our team.
Showcase Your Client-Centric Approach:In your application, emphasise your client-centric approach. Share examples of how you've successfully managed client relationships and provided tailored financial advice. We love seeing how you put clients first!
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Jenson Fisher
✨Know Your Client Bank
Before the interview, make sure you understand the existing client bank you'll be managing. Research the types of clients they have and think about how you can add value to their financial planning needs. This shows that you're proactive and ready to hit the ground running.
✨Showcase Your Business Development Skills
Be prepared to discuss your previous experience in business development. Think of specific examples where you've successfully acquired new clients or rebuilt relationships with unengaged clients. This will demonstrate your ability to grow the firm's client base.
✨Communicate Clearly and Confidently
Since communication is key in this role, practice articulating your thoughts clearly. Use examples from your past experiences to illustrate your points. This will help you come across as confident and knowledgeable, which is crucial for a Financial Planner.
✨Emphasise Team Collaboration
The firm values a collaborative culture, so be ready to talk about how you've worked effectively in teams before. Share instances where you've supported colleagues or contributed to team goals, showing that you’re not just a lone wolf but a team player.
