At a Glance
- Tasks: Manage and grow a high-net-worth client bank while providing expert financial planning advice.
- Company: Established financial planning firm with a collaborative and innovative culture.
- Benefits: Competitive salary up to £120,000 plus bonuses, hybrid working model.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CII Diploma in Regulated Financial Planning and experience in client management.
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 HNW 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.
- 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 & 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 in London employer: Jenson Fisher
Join a leading Financial Planning firm that champions a collaborative and innovative work culture, where your ideas are valued and implemented. With a competitive salary range of £95,000 to £120,000 plus bonuses, this hybrid role on the East London/North London border offers exceptional opportunities for professional growth while managing and expanding a high-net-worth client bank. Experience a supportive environment that prioritises client satisfaction and continuous improvement, making it an ideal place for dedicated Financial Planners to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - HNW Client Bank Provided in London
✨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 your passion for financial planning shine through!
✨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 why you’re the perfect fit for the role.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only makes it easier but also shows you’re genuinely interested in being part of our team. Let’s get you that dream job!
We think you need these skills to ace Financial Planner - HNW Client Bank Provided in London
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 relevant qualifications like the CII Diploma in Regulated Financial Planning. 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 how you can contribute to our team's success.
Showcase Your Client-Centric Approach:In your application, emphasise your client-focused mindset. Share examples of how you've successfully managed client relationships and provided tailored financial advice. We love candidates who 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 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 existing HNW client bank.
✨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 and how you ensure ongoing client satisfaction through regular reviews and proactive communication.
✨Demonstrate Business Development Skills
Be ready to talk about your strategies for acquiring new clients. Discuss any successful business development activities you've undertaken in the past and how you plan to represent the firm to potential clients. This will show your proactive nature and commitment to growth.
✨Emphasise Team Collaboration
Since the firm values a collaborative culture, share examples of how you've worked effectively within a team. Talk about how you’ve shared knowledge and supported colleagues in achieving team goals, as this will resonate well with their team-oriented approach.
