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- Tasks: Support Senior Directors in creating wealth strategies and financial plans for high net worth clients.
- Company: Join a leading Wealth Management firm in Manchester, specialising in high net worth client services.
- Benefits: Enjoy flexible working options and opportunities for professional development.
- Why this job: Make a real impact on clients' financial futures while working in a dynamic and supportive environment.
- Qualifications: Must have experience in Wealth Planning and hold a Financial Planning Diploma.
- Other info: Strong Excel skills and knowledge of complex financial products are essential.
The predicted salary is between 36000 - 60000 £ per year.
An established Wealth Management and Advisory firm in the Manchester area, specialising in High Net Worth Private Client Financial Planning and Investment Management.
The Financial Planner will deliver high level support to the Senior Financial Planning Directors and help develop Wealth Strategies and technical Wealth Planning for the Wealth Management HNW clients to protect and manage their finances.
The Financial Planner will provide holistic financial planning advice discussing the following with HNW clients: Investments, Pensions, Protection, IHT Planning, EIS, VCT, Life wrappers.
Responsibilities include:
- Preparing technical planning, fact finding on existing plans and policies, and understanding broader HNW client objectives.
- Working with the Senior Financial Planning Directors to prepare cash flow plans and write financial reviews.
- Attending HNW client meetings to present cash flow plans to clients.
- Staying up to date with new Investment products coming to market.
- Preparation of internal analysis reports, scenario planning, and suitability letters for review.
- Preparing the pre-annual review documentation, attending the annual review meetings, and completing post annual review follow up and action planning.
- Researching and preparing for the Planning Policy Committee sign off on policy guidelines and product selection.
Experience within the Wealth Planning / Financial Planning field and being Financial Planning Diploma qualified is essential. Strong technical experience across pensions, protection, and investments is required. Exposure to more complex planning for HNW clients such as pension planning for large value pots, defined benefit schemes, inter-generational and IHT planning, or large case life cover is also necessary. Good Excel knowledge is essential.
Financial Consultant/Financial Planning & Analysis employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant/Financial Planning & Analysis
✨Tip Number 1
Network with professionals in the Wealth Management sector, especially those who work with High Net Worth clients. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in financial planning.
✨Tip Number 2
Stay updated on the latest investment products and financial regulations that affect HNW clients. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully managed complex financial planning for HNW clients. This will showcase your practical experience and problem-solving skills during the interview process.
✨Tip Number 4
Familiarise yourself with the firm's values and approach to client management. Tailor your discussions to reflect how your personal philosophy aligns with theirs, which can help you stand out as a candidate who fits well within their culture.
We think you need these skills to ace Financial Consultant/Financial Planning & Analysis
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and financial planning. Emphasise your qualifications, especially the Financial Planning Diploma, and any specific achievements related to high net worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your understanding of the needs of high net worth clients. Mention your technical expertise in areas like pensions, investments, and IHT planning, and how you can contribute to the firm's success.
Showcase Technical Skills: Highlight your proficiency in Excel and any other relevant software tools. Provide examples of how you've used these skills in previous roles, particularly in preparing cash flow plans or conducting internal analysis.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to developing wealth strategies and your experience with complex financial planning scenarios. Prepare questions that demonstrate your interest in the firm's services and client base.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, and protection strategies. Be prepared to discuss complex planning scenarios, especially those relevant to high net worth clients, as this will demonstrate your expertise in the field.
✨Prepare for Client Scenarios
Think about potential client situations you might encounter and how you would approach them. Practising presenting cash flow plans or discussing IHT planning can help you articulate your thought process clearly during the interview.
✨Stay Updated on Market Trends
Familiarise yourself with the latest investment products and market trends. Being able to discuss recent developments shows that you are proactive and committed to providing the best advice to clients.
✨Demonstrate Strong Analytical Skills
Since good Excel knowledge is essential, be ready to discuss how you've used analytical tools in previous roles. You might even want to prepare examples of reports or analyses you've completed that relate to financial planning.
