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- Tasks: Support Senior Directors in creating wealth strategies for high net worth 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 is required. 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 is preferred. Detail-focused with the ability to commit to delivery deadlines. Good Excel knowledge is essential.
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
Familiarise yourself with the latest trends in wealth management and investment products. Being knowledgeable about current market conditions and new offerings will help you stand out during interviews, as it shows your commitment to staying informed and providing the best advice to HNW clients.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work with HNW clients. Attend industry events or join relevant online forums to connect with others, share insights, and potentially get referrals that could lead to job opportunities.
✨Tip Number 3
Gain hands-on experience with cash flow modelling tools like Voyant. If you haven't used it before, consider taking a short course or tutorial to become proficient. This skill is essential for the role and will demonstrate your technical capabilities to potential employers.
✨Tip Number 4
Prepare to discuss specific case studies or scenarios involving complex financial planning for HNW clients during interviews. Highlight your problem-solving skills and how you've successfully navigated similar situations in the past, as this will showcase your expertise and readiness 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. Mention specific experiences that demonstrate your technical expertise in areas like pensions, investments, and IHT planning.
Showcase Technical Skills: Highlight your proficiency with cash flow modelling tools like Voyant. Provide examples of how you've used these tools to create effective financial strategies for clients in the past.
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 to present case studies or examples of your work with HNW clients.
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. If possible, prepare to demonstrate how you've used these tools to create effective financial plans.
✨Prepare for Scenario Planning Questions
Expect questions about scenario planning and suitability letters. Think of examples where you've had to analyse different financial scenarios and how you communicated these to clients effectively.
