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For Companies At a Glance
- Tasks: Deliver expert financial advice to clients and manage a growing portfolio.
- Company: Join a well-established Wealth Management firm with a strong UK presence.
- Benefits: Enjoy a competitive salary, growth potential, and a supportive work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic setting.
- Qualifications: Must have a Level 4 Diploma in Financial Planning or equivalent experience.
- Other info: Ideal for qualified Paraplanners looking to transition into financial advising.
The predicted salary is between 32000 - 48000 £ per year.
SALARY: 40-45K depending on experience
The Client
A well-established Wealth Management firm with regional offices around the UK.
The Role
This is a great opportunity to join a Financial Planning Advice department within the Manchester branch that has serious growth potential.
The successful candidate will deliver desk-based financial advice / wealth planning advice to mass affluent clients as well as expanding portfolios of clients with assets typically up to £250,000.
The Financial Planning Advice Manager will focus on building relationships with this existing client base and delivering targeted, expert Financial Planning advice of straightforward products such as, Pensions, Inheritance Tax, Life Insurance and Investments.
The Financial Planning Advice Manager will confidently manage and develop a client portfolio, offering tailored financial advice across all straightforward products the Bristol branch has to offer. While also generating new business opportunities and building strong client relationships.
This role would be a great opportunity for a qualified Paraplanner that wanted to start giving financial advice or a current Financial Planner who enjoys the day to day planning advice to mass affluent clients.
The Candidate
Level 4 Diploma in Financial Planning or equivalent – essential
Proven track record of advising clients virtually or desk-based within a similar asset range.
Strong understanding of FCA regulations and compliance requirements.
Driven to help clients achieve financial goals with enthusiasm and commitment.
Demonstrable ability to build rapport and trust with clients, particularly through remote interactions.
Financial Planning Advice Manager , Diploma Qualified , Manchester employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Advice Manager , Diploma Qualified , Manchester
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions and life insurance. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in or around Manchester. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss your experience with virtual client interactions. Since the role involves desk-based advice, showcasing your ability to build rapport remotely will be crucial in setting you apart from other candidates.
✨Tip Number 4
Research the firm’s values and recent developments in the wealth management industry. Being able to articulate how your personal values align with theirs can make a strong impression during the interview process.
We think you need these skills to ace Financial Planning Advice Manager , Diploma Qualified , Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience in providing financial advice. Emphasise your track record of advising clients, particularly in a virtual or desk-based setting.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of FCA regulations and how you can help clients achieve their financial goals. Personalise it to reflect your passion for building client relationships.
Showcase Relevant Skills: Highlight skills that are crucial for the role, such as relationship-building, compliance knowledge, and the ability to deliver tailored financial advice. Use specific examples from your past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial planning industry.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning or any equivalent qualifications during the interview. This is essential for the role, and demonstrating your knowledge will help build credibility with the interviewers.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Discuss specific instances where you built rapport and trust with clients, especially through virtual interactions, as this is crucial for the position.
✨Understand FCA Regulations
Brush up on your knowledge of FCA regulations and compliance requirements. Being able to discuss these confidently will show that you are well-prepared and understand the importance of adhering to industry standards.
✨Express Your Passion for Financial Advice
Convey your enthusiasm for helping clients achieve their financial goals. Share your commitment to providing tailored financial advice and how you plan to generate new business opportunities while maintaining strong client relationships.
