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- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Established investment management firm with a strong reputation.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while developing your expertise.
- Qualifications: Level 4 Diploma or Chartered status in financial planning required.
- Other info: Dynamic role with client interaction across London and the South East.
The predicted salary is between 36000 - 60000 £ per year.
Our client is an established Investment Management firm.
The Financial Planner will focus on managing HNW clients. The role is partly office-based but also involves 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.
Financial Planner , Financial Advice , Level 4 Diploma/Chartered in 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 London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers, be ready to discuss your knowledge in financial planning and how you can add value to their team. Confidence is key!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Financial Planner , Financial Advice , Level 4 Diploma/Chartered in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience with HNW clients and any relevant qualifications like the Level 4 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. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since the role involves preparing technical wealth planning and regulated advice, make sure to mention any specific tools or methodologies you’re familiar with. We appreciate candidates who can hit the ground running!
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 don’t miss out on any important updates from us!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around high-net-worth clients. Familiarise yourself with the latest regulations and best practices in wealth management. This will show that you're not just qualified but also genuinely interested in the field.
✨Client-Centric Approach
Since the role involves nurturing client relationships, be prepared to discuss how you've successfully managed client interactions in the past. Think of specific examples where you provided tailored advice or resolved issues, as this will demonstrate your ability to build trust and rapport.
✨Dress the Part
Even if the interview is partly remote, dressing professionally can make a big difference. It shows respect for the interviewers and the role you're applying for. Aim for smart business attire that reflects the professionalism expected in the investment management sector.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client management and their expectations for the Financial Planner role. This not only shows your interest but also helps you gauge if the company culture aligns with your values and work style.
