At a Glance
- 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.
- Other info: Opportunity for career advancement and solid paraplanning support.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: 5+ years in financial planning, Level 4 Diploma, and strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
Our client is an established Investment Management firm.
The Financial Planner will focus on managing HNW clients. Partly office based but also visiting clients in and around London.
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 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 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 ability to prioritise and multi-task.
- Strong interpersonal skills and good written and verbal communication.
- Attention to detail and confidence with numbers.
Senior Financial Planner - HNW Wealth & Cash Flow in London employer: JJ SEARCH LIMITED
As an established Investment Management firm, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to excel in their roles. With a focus on high net worth clients, our Senior Financial Planners benefit from comprehensive paraplanning support, ongoing professional development opportunities, and the chance to build meaningful client relationships in the vibrant city of London. Join us to be part of a dynamic team that values expertise, innovation, and a commitment to delivering exceptional financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner - HNW Wealth & Cash Flow in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JJ SEARCH LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planner - HNW Wealth & Cash Flow in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JJ SEARCH LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JJ SEARCH LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JJ SEARCH LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JJ SEARCH LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JJ SEARCH LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
