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- 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 advisory roles.
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 Nottingham 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.41bf1e1f-b16b-4260-a40a-17c77a06fd15
Financial Planning Advice Manager , Diploma Qualified , Nottingham 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 , Nottingham
✨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 have connections to the Nottingham area. Engaging with industry peers can provide valuable insights and potentially lead to referrals.
✨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 during the interview process.
✨Tip Number 4
Research the company’s values and recent developments in the wealth management industry. Being able to align your personal values with theirs and discussing current trends will show that you are proactive and genuinely interested in the position.
We think you need these skills to ace Financial Planning Advice Manager , Diploma Qualified , Nottingham
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 advising clients. Emphasise your understanding of FCA regulations and compliance, as well as your ability to build rapport with clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences where you've successfully managed client portfolios or provided financial advice, particularly in a desk-based setting.
Showcase Your Skills: Highlight your skills in delivering financial planning advice on straightforward products like pensions, life insurance, and investments. Use examples to demonstrate how you've helped clients achieve their financial goals.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial 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.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to provide financial advice. Think about how you would approach advising clients on straightforward products like pensions and investments, and be ready to explain your thought process.
