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- Tasks: Support Senior Financial Planning Directors and develop wealth strategies for HNW clients.
- Company: Join a leading Wealth Management firm in Manchester, specialising in HNW 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 culture.
- Qualifications: Must have a Financial Planning Diploma and experience in wealth planning.
- Other info: Ideal for those pursuing Chartered status and looking to enhance their technical skills.
The predicted salary is between 43200 - 72000 £ per year.
The Company: An established Wealth Management and Advisory firm in the Manchester area, specialising in High Net Worth Private Client Financial Planning and Investment Management.
The Role: 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.
- Preparing 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.
The Candidate: Experienced within the Wealth Planning / Financial Planning field, and Financial Planning Diploma qualified is essential. Working towards Chartered status if not already achieved. Strong technical experience across pensions, protection, and investments. Knowledge of Voyant or similar cash flow modelling tool is essential. 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. Detail-focused with the ability to commit to delivery deadlines. Good Excel knowledge is essential.
Financial Planner , HNW clients , DipPFS , Investment Management (Manchester Area) employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner , HNW clients , DipPFS , Investment Management (Manchester Area)
✨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 the Manchester area to make connections and learn about potential job openings.
✨Tip Number 2
Stay updated on the latest trends and products in investment management. Subscribe to relevant financial news outlets or join online forums where you can discuss and share insights about HNW client strategies.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. This can give you valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
✨Tip Number 4
Familiarise yourself with cash flow modelling tools like Voyant. If you haven't used it before, consider taking an online course or tutorial to boost your confidence and demonstrate your commitment to mastering essential skills for the role.
We think you need these skills to ace Financial Planner , HNW clients , DipPFS , Investment Management (Manchester Area)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth planning and financial advising, especially with high net worth clients. Emphasise your qualifications, such as the Financial Planning Diploma, and any progress towards Chartered status.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about financial planning for HNW clients. Discuss your technical expertise in areas like pensions, investments, and IHT planning, and how you can contribute to the firm's success.
Showcase Relevant Experience: When detailing your work history, focus on specific examples where you've successfully managed complex financial plans or provided holistic advice to clients. Use metrics or outcomes to demonstrate your impact.
Research the Company: Familiarise yourself with the firm’s values, services, and recent developments in wealth management. This knowledge will help you tailor your application and prepare for potential interview questions.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Technical Knowledge
Make sure to brush up on your technical knowledge regarding pensions, investments, and protection. Be prepared to discuss specific strategies you've used in the past, especially those relevant to HNW clients.
✨Demonstrate Your Client Management Skills
Highlight your experience in managing client relationships, particularly with high net worth individuals. Share examples of how you've tailored financial plans to meet their unique needs and objectives.
✨Familiarise Yourself with Cash Flow Modelling Tools
Since knowledge of tools like Voyant is essential, ensure you can discuss your experience with cash flow modelling. Be ready to explain how you've used these tools to create effective financial plans.
✨Prepare for Scenario Planning Questions
Expect questions about scenario planning and suitability letters. Prepare to discuss how you've approached complex planning scenarios in the past and the outcomes of those strategies.
