At a Glance
- Tasks: Manage and grow a high-net-worth client bank while providing expert financial advice.
- Company: Join Jenson Fisher, a leading firm in financial planning based in East London.
- Benefits: Enjoy a competitive salary of £95k–120k plus bonuses and career growth opportunities.
- Why this job: Make a real difference in clients' financial futures while advancing your career.
- Qualifications: Proven experience in financial planning and a CII Diploma in Regulated Financial Planning.
The predicted salary is between 95000 - 120000 £ per year.
Jenson Fisher is seeking an experienced Financial Planner to manage and grow an existing client bank at their East London location. The successful candidate will lead business development efforts and provide ongoing advisory services.
The role requires proven experience in financial planning, CII Diploma in Regulated Financial Planning, and a strong client-centric approach.
Competitive salary of £95k–120k plus bonus.
Senior Financial Planner — Grow a High‑Net‑Worth Client Bank employer: Jenson Fisher
Jenson Fisher is an exceptional employer, offering a dynamic work environment in East London where experienced Financial Planners can thrive. With a strong focus on employee growth and development, we provide competitive salaries, performance bonuses, and a supportive culture that values client relationships and professional excellence. Join us to be part of a team that prioritises your success while you help high-net-worth clients achieve their financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner — Grow a High‑Net‑Worth Client Bank
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Jenson Fisher.
✨Tip Number 2
Prepare for those interviews by brushing up on your client-centric approach. Think of real-life examples where you've successfully managed high-net-worth clients and how you’ve grown their portfolios. We want to see that passion shine through!
✨Tip Number 3
Don’t just apply; engage! When you submit your application through our website, follow up with a friendly email expressing your enthusiasm for the role. It shows initiative and keeps you on their radar.
✨Tip Number 4
Stay updated on industry trends and news. Being knowledgeable about the latest financial planning strategies will not only help you in interviews but also demonstrate your commitment to the field. We’re all about continuous learning!
We think you need these skills to ace Senior Financial Planner — Grow a High‑Net‑Worth Client Bank
Some tips for your application 🫡
Show Off Your Experience:When you're writing your application, make sure to highlight your experience in financial planning. We want to see how you've successfully managed client relationships and grown a client bank in the past.
Tailor Your Application:Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Client-Centric:Since this role is all about a strong client-centric approach, make sure to include examples of how you've put clients first in your previous roles. We want to know how you’ve built trust and provided value to your clients.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Jenson Fisher
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial planning. Brush up on key metrics and case studies that showcase your ability to manage high-net-worth clients. Be ready to discuss specific strategies you've implemented in the past.
✨Showcase Your Client-Centric Approach
Jenson Fisher is looking for someone with a strong client-centric approach. Prepare examples of how you've successfully built relationships with clients and tailored your services to meet their unique needs. This will highlight your suitability for the role.
✨Business Development Insights
Since the role involves leading business development efforts, think about innovative strategies you've used to grow a client bank. Be prepared to share your ideas on how to attract and retain high-net-worth clients, as this will show your proactive mindset.
✨CII Diploma Knowledge
Make sure you’re familiar with the CII Diploma in Regulated Financial Planning. Be ready to discuss how your qualifications have equipped you to handle complex financial situations and regulatory requirements, reinforcing your credibility as a candidate.
