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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Established investment management firm with a strong reputation.
- 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 of experience in financial planning and a Level 4 Diploma.
- Other info: Dynamic role with opportunities for career advancement and client relationship building.
The predicted salary is between 36000 - 60000 £ per year.
The Company
Our client is an established Investment Management firm.
The Role
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. 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.
Financial Planner , Financial Advice , Level 4 Diploma/Chartered in City of London employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner , Financial Advice , Level 4 Diploma/Chartered in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from a firm you’re interested in, be ready to talk about your experience and what makes you a great fit for their team. Keep it concise but impactful – show them you mean business!
✨Tip Number 3
Follow up after meetings or interviews. A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them of your chat and reinforce your interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Financial Planners like you. Make sure your application stands out by tailoring it to the specific role and showcasing your relevant skills and experience.
We think you need these skills to ace Financial Planner , Financial Advice , Level 4 Diploma/Chartered in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in financial planning and wealth management, especially with HNW clients. 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 your background aligns with our needs. Be sure to mention any specific achievements that demonstrate your expertise.
Showcase Your Technical Knowledge: Since this role involves preparing technical wealth planning and regulated advice, make sure to showcase your knowledge of cash flow modelling tools and various product areas. We love seeing candidates who can confidently apply their technical skills!
Apply Through Our Website: Don't forget 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 keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and wealth management. Be prepared to discuss specific products like pensions, investments, and protection plans. The more confident you are in your expertise, the better you'll impress the interviewers.
✨Showcase Your Client Relationship Skills
Since this role involves nurturing client relationships, think of examples from your past experience where you've successfully built rapport with clients. Be ready to share how you’ve understood their objectives and tailored your advice accordingly.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle various client scenarios. Practise articulating your thought process when preparing cash flow plans or making recommendations. This will demonstrate your analytical skills and ability to apply your knowledge in real-world situations.
✨Stay Updated on Market Trends
Keep yourself informed about the latest trends in financial products and legislative changes. Being able to discuss recent developments shows that you’re proactive and dedicated to providing the best advice to clients, which is crucial for a Financial Planner.
