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, plus bonuses and opportunities for professional growth.
- 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 80000 - 100000 £ 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 job is based in Hertfordshire and is paying a salary range of £80k-100k, 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.
- 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 in St Albans employer: Jenson Fisher
Join a leading Financial Planning firm in Hertfordshire that champions a collaborative and team-oriented culture, where your ideas are valued and implemented. With a competitive salary of £80,000 - £100,000 plus bonuses, this role offers not only a chance to manage and grow an existing client bank but also ample opportunities for professional development and career progression in a supportive environment. Experience the unique advantage of working in a 'whole of market' firm that prioritises client-centric financial planning and fosters a positive work atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in St Albans
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes in financial planning. This could include case studies or testimonials from satisfied clients. It’s a great way to demonstrate your expertise and client-centric approach.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to firms you admire, like the one we’re working with. Express your interest and see if they have any upcoming opportunities. You never know what might come up!
✨Tip Number 4
Stay updated on market trends! Keep an eye on the financial services landscape and be ready to discuss how you can add value to potential employers. This shows you’re not just knowledgeable but also passionate about the industry.
We think you need these skills to ace Financial Planner in St Albans
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience in managing client relationships and business development, as these are key for us. Use specific examples that showcase your skills and achievements.
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 collaborative culture. Don’t forget to mention your qualifications and any relevant experience that aligns with the job description.
Showcase Your Client-Centric Approach:We love candidates who put clients first! In your application, emphasise your commitment to client satisfaction and how you've successfully rebuilt relationships in the past. This will resonate well with our values.
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’re considered for the role. Plus, it shows you’re proactive, which we really appreciate!
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 concepts and market trends. Brush up on key metrics and recent developments in the financial services sector. Be ready to discuss how these can impact client portfolios.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your experience in managing client relationships. Think about times when you’ve successfully rebuilt a relationship or provided exceptional service. This will show your potential employer that you truly understand the importance of client satisfaction.
✨Demonstrate Business Development Skills
Since the role involves acquiring new clients, be prepared to discuss your strategies for business development. Share specific examples of how you’ve successfully targeted and engaged new clients in the past. This will illustrate your proactive approach and ability to grow a client bank.
✨Emphasise Team Collaboration
This firm values a collaborative culture, so be ready to talk about your experiences working in teams. Highlight instances where you’ve shared knowledge or supported colleagues to achieve common goals. This will show that you’re not just a lone wolf but a team player who fits their culture.
