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- Tasks: Manage high net worth clients and provide tailored financial planning advice.
- Company: Established investment management firm with a strong reputation.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: 5+ years in financial planning, Level 4 Diploma, and strong communication skills.
- Other info: Dynamic role with opportunities for career advancement and client relationship building.
The predicted salary is between 36000 - 60000 £ per year.
Our client is an established Investment Management firm.
The Financial Planner will focus on managing HNW clients within the East Midlands area. Partly office based but also visiting clients, the Financial Planner will be preparing technical wealth planning and regulated advice recommendations, consistent with best advice and internal policies and procedures.
The Financial Planner will nurture client relationships and will complete fact finding on existing plans and policies and will be understanding of HNW Private client objectives. The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents.
The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (new business, replacement business, transfers).
Wealth Planning Product areas include:
- Investments including a centralised investment proposition
- Pensions including consolidation, DB transfers
- Protection (life cover and IHT planning)
- EIS and VCT
- Wealth structuring (IHT planning, Life wrappers)
The Financial Planner will write recommendation reports, prepare associated paperwork, attend client meetings and oversee advice through to implementation. There will be solid paraplanning support provided.
The Financial Planner will build further client relationships and will maintain market awareness of new products coming to market and keep up to date on legislative and product changes.
The Candidate
5 years + Relevant experience in financial planning / wealth planning with proven ability to talk confidently, present and apply technical knowledge to client situations in a high net worth private client environment. Minimum Level 4 Financial Planning Diploma qualified and working towards or already Chartered status. Knowledge of cash flow modelling tools. High level of product knowledge (investments, pensions and protection). Excellent organisational skills with ability to prioritise and multi-task. Strong interpersonal skills and good written and verbal communication. Attention to detail and confidence with numbers.
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance, Analyst, and Other
Industries: Investment Management, Financial Services, and Investment Banking
Financial Planner, Wealth Planning , HNW clients , East Midlands employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, Wealth Planning , HNW clients , East Midlands
✨Network Like a Pro
Get out there and connect with people in the finance world! Attend industry events, join local meetups, or even hit up LinkedIn. The more you network, the better your chances of landing that Financial Planner role with HNW clients.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experience with cash flow modelling and your knowledge of investment products. Let them see how you can bring value to their team right from the start.
✨Tailor Your Approach
Every client is different, and so are job opportunities. Make sure you tailor your conversations and presentations to highlight how your skills align with their specific needs. This shows you’re not just another candidate; you’re the right fit!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’ve got all the resources you need to make your application stand out, so take advantage of it and get your foot in the door.
We think you need these skills to ace Financial Planner, Wealth Planning , HNW clients , East Midlands
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Planner. Highlight your experience with HNW clients and any relevant qualifications, like your Level 4 Financial Planning Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how you can add value to our team. Be sure to mention your experience with cash flow modelling and your approach to client relationships.
Showcase Your Technical Knowledge: Since this role involves preparing technical advice and recommendations, make sure to demonstrate your understanding of investment products, pensions, and protection in your application. We love seeing candidates who can confidently apply their knowledge to real-world scenarios!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Numbers
As a Financial Planner, you'll need to be confident with numbers. Brush up on your financial knowledge, especially around cash flow modelling and investment products. Be prepared to discuss specific scenarios and how you would approach them.
✨Showcase Your Client Relationship Skills
HNW clients value strong relationships. Think of examples from your past where you've successfully nurtured client relationships. Be ready to share how you’ve tailored advice to meet individual client needs and objectives.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge in wealth planning. Review key concepts related to pensions, investments, and protection products. Being able to explain complex ideas simply will impress your interviewers.
✨Stay Updated on Market Trends
Demonstrate your market awareness by discussing recent changes in legislation or new products in the wealth planning space. This shows your commitment to staying informed and your ability to provide the best advice to clients.
