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 difference in clients' financial futures while growing your expertise.
- Qualifications: 5+ years of experience in regulated financial advice and Level 4 Financial Planning Diploma.
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 employer: JJ SEARCH LIMITED
As an established Investment Management firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to excel in their roles. With a focus on high net worth clients, our Senior Financial Planners benefit from comprehensive training, solid paraplanning support, and ample opportunities for professional growth, all while enjoying the vibrant atmosphere of London. Join us to make a meaningful impact in wealth planning and develop lasting client relationships in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner - HNW Wealth & Cash Flow
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your knowledge in wealth planning and cash flow modelling. Share insights or case studies that demonstrate your skills and experience – it’ll set you apart from the crowd!
✨Prepare for Informal Chats
Sometimes, the best opportunities come from casual conversations. Be ready to discuss your experience and how you can add value to their team. Practise your pitch so you can confidently explain why you’re the perfect fit for the role.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. We’re always on the lookout for talented individuals like you!
We think you need these skills to ace Senior Financial Planner - HNW Wealth & Cash Flow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planner role. 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 financial planning and how you can contribute to our team. Be sure to mention your experience with cash flow modelling and wealth structuring.
Showcase Your Technical Knowledge:In your application, don’t shy away from showcasing your technical knowledge in areas like investments, pensions, and protection. We love candidates who can confidently discuss these topics and apply them to client situations.
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’re considered for the role. Plus, it’s super easy!
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 planning and financial advice. Be ready to discuss specific products like pensions, investments, and protection plans. The more you know, the more confident you'll feel when answering questions.
✨Showcase Your Client Relationship Skills
Since this role involves nurturing client relationships, think of examples from your past experiences where you've successfully built rapport with clients. Be prepared to share how you’ve understood their objectives and tailored your advice accordingly.
✨Prepare for Scenario Questions
Expect to be asked about different scenarios you might face as a Financial Planner. Think through potential client situations and how you would approach them, especially regarding cash flow planning and wealth structuring. This will show your analytical skills and ability to think on your feet.
✨Stay Updated on Industry Trends
Demonstrate your market awareness by discussing recent changes in legislation or new products that have come to market. This shows that you're proactive and committed to providing the best advice to clients, which is crucial in this role.
