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- Tasks: Manage high net worth clients and provide tailored financial advice.
- Company: Dynamic wealth management firm focused on client relationships.
- 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 with Level 4 Diploma or working towards Chartered status.
- Other info: Opportunity for career advancement in a fast-paced, rewarding industry.
The predicted salary is between 36000 - 60000 £ per year.
The Financial Planner will focus on managing HNW clients. Partly office based but also visiting clients in and around London, or could also cover the South East region.
The Financial Planner will be preparing technical wealth planning and regulated advice recommendations, consistent with best advice and internal policies and procedures. They will nurture client relationships and will complete fact finding on existing plans and policies while understanding 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. They 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 giving regulated financial advice - 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 the ability to prioritise and multi-task. Strong interpersonal skills and good written and verbal communication. Attention to detail and confidence with numbers.
Financial Planner , Financial Advice , Wealth Management , Level 4 Diploma/Chartered in London employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner , Financial Advice , Wealth Management , Level 4 Diploma/Chartered in London
✨Network Like a Pro
Get out there and meet people! Attend industry events, seminars, or even local meet-ups. Building connections can lead to referrals and insider info about job openings that might not be advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about wealth management and financial planning. Use real-life examples to demonstrate how you've helped clients achieve their goals.
✨Follow Up After Interviews
After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also shows your enthusiasm for joining our team at StudySmarter.
We think you need these skills to ace Financial Planner , Financial Advice , Wealth Management , Level 4 Diploma/Chartered in London
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your relevant experience in financial planning and wealth management. We want to see how you've successfully managed HNW clients and applied your technical knowledge in real situations.
Tailor Your Application: Don’t just send a generic application! Tailor it to the role by mentioning specific skills and experiences that align with the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points if necessary to break down your achievements and skills – it makes it easier for us to see why you’d be a great fit!
Apply Through Our Website: Make sure to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at StudySmarter.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth management and financial planning. Be ready to discuss specific products like pensions, investments, and protection plans. This will show that you’re not just familiar with the theory but can apply it in real client situations.
✨Client-Centric Approach
Since the role involves managing high net worth clients, think about how you would nurture those relationships. Prepare examples of how you've successfully built rapport with clients in the past and how you’ve tailored advice to meet their unique objectives.
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with cash flow modelling tools and how you’ve used them to create effective financial strategies. Bring along examples of scenarios you’ve worked on, as this will demonstrate your analytical prowess and attention to detail.
✨Stay Updated
Keep yourself informed about the latest trends and changes in the financial planning industry. Mention any recent legislative updates or new products you’ve researched. This shows that you’re proactive and committed to providing the best advice to clients.