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 and flexible 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.
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 £70k-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.
Job Types: Full-time, Permanent
Pay: £80,000.00-£120,000.00 per year
Work Location: In person
Senior Financial Planner employer: Jenson Fisher
Join a leading Financial Planning firm located on the East London/North London border, where a collaborative and team-oriented culture thrives. With a competitive salary range of £80,000 to £120,000 plus bonuses, this role offers not only the chance to manage and grow an existing client bank but also the opportunity for professional development in a supportive environment that values open communication and innovative ideas. Experience a fulfilling career with a firm that prioritises client satisfaction and employee growth, all while enjoying the flexibility of a hybrid working model.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner
✨Network Like a Pro
Get out there and meet people! Attend industry events, join financial planning groups, and connect with potential clients. The more you network, the better your chances of landing that dream 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!
✨Follow Up Like a Boss
After any meeting or interview, drop a quick thank-you note. It shows you're professional and keen on the opportunity. Plus, it keeps you fresh in their minds!
✨Apply Through Our Website
Don’t forget to check out our website for openings! Applying directly through us not only makes it easier but also shows you’re genuinely interested in being part of our team.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client management experience 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 the perfect fit for this role. Share specific examples of how you've successfully managed client relationships and contributed to team goals. We love a good story!
Showcase Your Qualifications:Don’t forget to mention your CII Diploma in Regulated Financial Planning (DipPFS) and any other relevant qualifications. We’re looking for someone who meets the criteria, so make it easy for us to see that you do!
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 don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Jenson Fisher
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past. Prepare specific examples that showcase your ability to deliver results.
✨Showcase Your Client-Centric Approach
This role requires a strong focus on client relationships. Be prepared to share stories about how you've rebuilt relationships with unengaged clients or acquired new ones. Highlight your communication skills and how you ensure client satisfaction through tailored financial advice.
✨Demonstrate Business Development Skills
Since targeting new clients is part of the job, come equipped with strategies you've used in the past to grow your client base. Discuss any successful business development activities you've undertaken and how they contributed to your previous firm's growth.
✨Emphasise Team Collaboration
The firm values a collaborative culture, so be ready to talk about how you work within a team. Share examples of how you've supported colleagues, shared knowledge, and contributed to team goals. This will show that you’re not just a lone wolf but a team player.
