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For Companies At a Glance
- Tasks: Deliver expert financial advice and build strong client relationships.
- Company: Established Wealth Management firm with growth potential.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and proven advisory experience.
- Other info: Exciting opportunity for Paraplanners or current Financial Planners looking to advance.
The predicted salary is between 45000 - 55000 £ per year.
The Client
A well-established Wealth Management firm with regional offices around the UK.
The Role
This is a great opportunity to join a Financial Planning Advice department within the Harrogate branch that has serious growth potential. The successful candidate will deliver desk-based financial advice / wealth planning advice to mass affluent clients as well as expanding portfolios of clients with assets typically up to £250,000. The Financial Planning Advice Manager will focus on building relationships with this existing client base and delivering targeted, expert Financial Planning advice of straightforward products such as Pensions, Inheritance Tax, Life Insurance and Investments. The Financial Planning Advice Manager will confidently manage and develop a client portfolio, offering tailored financial advice across all straightforward products the Bristol branch has to offer while also generating new business opportunities and building strong client relationships. This role would be a great opportunity for a qualified Paraplanner that wanted to start giving financial advice or a current Financial Planner who enjoys the day to day planning advice to mass affluent clients.
The Candidate
- Level 4 Diploma in Financial Planning or equivalent - essential
- Proven track record of advising clients virtually or desk-based within a similar asset range.
- Strong understanding of FCA regulations and compliance requirements.
- Driven to help clients achieve financial goals with enthusiasm and commitment.
- Demonstrable ability to build rapport and trust with clients, particularly through remote interactions.
Financial Management and Planning Manager in York employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Management and Planning Manager in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for virtual interviews by practising your pitch. Make sure you can confidently discuss your experience with financial planning and how you've helped clients achieve their goals. Remember, it's all about building that rapport!
✨Tip Number 3
Showcase your expertise! Create a portfolio of case studies or examples of how you've successfully managed client portfolios. This will help you stand out and demonstrate your ability to deliver tailored financial advice.
✨Tip Number 4
Don't forget to apply through our website! We have loads of exciting opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Financial Management and Planning Manager in York
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Management and Planning Manager. Highlight your experience with financial advice, client relationships, and any relevant qualifications like the Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for helping clients achieve their financial goals and how your background aligns with the needs of our Wealth Management firm.
Showcase Your Compliance Knowledge: Since understanding FCA regulations is key, don’t forget to mention your familiarity with compliance requirements. This will show us that you’re not just about making sales but also about doing things the right way.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of straightforward financial products like pensions, life insurance, and investments. Be ready to discuss how these products can benefit clients with assets up to £250,000, as this will show your expertise and confidence in delivering tailored advice.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your ability to build rapport and trust with clients, especially in a virtual setting. Think about specific instances where you've successfully managed client relationships or generated new business opportunities, as this will demonstrate your suitability for the role.
✨Understand FCA Regulations
Familiarise yourself with the latest FCA regulations and compliance requirements relevant to financial planning. Being able to discuss these confidently during your interview will show that you are not only knowledgeable but also committed to maintaining high standards in your practice.
✨Demonstrate Your Drive and Enthusiasm
Be prepared to express your passion for helping clients achieve their financial goals. Share your motivation for wanting to work in this role and how you plan to contribute to the growth of the Financial Planning Advice department. A positive attitude can make a big difference!