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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 a dynamic work environment with opportunities for professional growth and development.
- Why this job: Make a real impact on clients' financial futures while working in a collaborative and innovative culture.
- 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 pre-annual review documentation, attending 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 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.
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 seminars in Manchester 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 high net worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to providing top-notch financial advice.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully managed complex financial planning for high net worth clients. This will showcase your expertise and ability to handle the responsibilities of the role.
✨Tip Number 4
Familiarise yourself with the tools and software commonly used in financial planning, particularly Excel. Being proficient in these tools will give you an edge and show that you're ready to hit the ground running.
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 your experience in wealth management and financial planning. Emphasise your qualifications, especially the Financial Planning Diploma, and any relevant technical skills, such as your proficiency in Excel.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of high net worth client needs and how your experience aligns with the firm's objectives. Mention specific areas like investment management, pensions, and IHT planning to show your expertise.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in financial planning and analysis. Include examples of how you've developed wealth strategies or prepared cash flow plans for clients, particularly in high-value scenarios.
Prepare for Technical Questions: Be ready to discuss your technical knowledge during the application process. Brush up on topics like EIS, VCT, and life wrappers, as well as your approach to scenario planning and suitability letters, as these may come up in interviews.
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 Interactions
Since you'll be attending client meetings, practice how you would present cash flow plans and financial reviews. Use clear language and be ready to explain technical concepts in a way that clients can easily understand.
✨Stay Updated on Market Trends
Research recent developments in investment products and financial planning strategies. Being knowledgeable about current market trends will show your commitment to providing the best advice for clients.
✨Demonstrate Analytical Skills
Be ready to discuss your experience with internal analysis reports and scenario planning. Highlight your proficiency in Excel and how you've used it to support financial planning decisions in previous roles.
