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 Watford employer: Jenson Fisher
Join a leading Financial Planning firm in Hertfordshire that champions a collaborative and innovative work culture, where your ideas are valued and implemented. With a competitive salary of £80,000 - £100,000 plus bonuses, this role offers exceptional opportunities for professional growth while managing an existing client bank and expanding your network. Experience a supportive environment that prioritises client satisfaction and encourages continuous development in the dynamic financial services market.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Watford
✨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 meeting or interview, drop a quick thank-you email. It shows your appreciation 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 key strengths.
✨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 in Watford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience with client management and business development, as these are key for us. Use specific examples that showcase your skills in financial planning and how you've successfully built client relationships.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial planning and how you align with our collaborative culture. Mention your qualifications, like the CII Diploma, and explain how your experience can help us grow our client bank.
Showcase Your Communication Skills:As a Financial Planner, clear communication is crucial. In your application, demonstrate your ability to convey complex financial concepts in an understandable way. This will show us that you can effectively engage with clients and maintain strong relationships.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates. Plus, it’s a great way to show your enthusiasm for joining our team!
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 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 instances where you’ve successfully targeted and engaged new clients, and how you plan to continue this in the new role.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities and adaptability. Prepare for scenarios where you might need to handle difficult client situations or adapt to regulatory changes. This will showcase your effectiveness and ability to maintain high standards under pressure.
