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, with flexible working options.
- Other info: Opportunity for career 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.
To £80,000 - £120,000, plus bonus
Full Time or Part-Time
East London/North London Border - Hybrid Role
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 £80k-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
Financial Planner - Client Bank Provided in Woodford Green employer: Jenson Fisher
Join a leading Financial Planning firm in East London, where collaboration and innovation are at the heart of our culture. We offer competitive salaries ranging from £80,000 to £120,000, alongside a bonus structure and flexible working options, ensuring a work-life balance that suits your needs. With a strong focus on employee growth and a supportive team environment, this is an excellent opportunity for experienced Financial Planners to thrive while managing and expanding a dedicated client bank.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Client Bank Provided in Woodford Green
✨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. 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 interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role and remind them of your skills.
✨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 shows you’re serious about joining our awesome team. Let’s get you that Financial Planner gig!
We think you need these skills to ace Financial Planner - Client Bank Provided in Woodford Green
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 client engagement.
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 team. Mention any relevant qualifications, like the CII Diploma, and explain why you're excited about joining our collaborative culture.
Showcase Your Client-Centric Approach:We love candidates who put clients first! In your application, emphasise your experience in managing client relationships and how you've successfully engaged with clients in the past. This will show us that you understand the importance of client satisfaction.
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. Plus, it shows us you’re keen on joining our team at StudySmarter!
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 metrics and client management. Brush up on key figures related to your previous client bank and be ready to discuss how you’ve successfully managed and grown those relationships.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to put clients first. Think about specific instances where you’ve rebuilt relationships or provided tailored financial advice that led to client satisfaction. This will resonate well with the firm’s focus on client care.
✨Demonstrate Business Development Skills
Since targeting new clients is part of the role, come equipped with strategies you’ve used in the past to acquire new business. Be ready to discuss how you’ve proactively represented your previous firms and the results you achieved.
✨Be Ready for Compliance Questions
Given the importance of compliance in financial planning, prepare to discuss how you ensure all activities align with regulatory requirements. Share your experience with maintaining accurate records and how you’ve navigated compliance challenges in the past.
