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For Companies At a Glance
- Tasks: Deliver expert financial advice and build strong client relationships in a growing team.
- Company: Established Wealth Management firm with a focus on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client advisory roles.
- Other info: Great opportunity for career growth in a thriving sector.
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 Planning Manager (M/F) 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 Planning Manager (M/F) in York
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for virtual interviews by practising your pitch. Make sure you can confidently discuss your experience with financial products like pensions and investments. We want you to shine!
✨Tip Number 3
Showcase your knowledge of FCA regulations during interviews. It’s crucial for building trust with clients, and it’ll set you apart from other candidates. We know you’ve got this!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planning Manager (M/F) in York
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Planning Manager. Highlight your experience with financial advice, especially with mass affluent clients, and don’t forget to mention your 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 skills align with the needs of our Wealth Management firm.
Showcase Your Compliance Knowledge: Since understanding FCA regulations is key, make sure to include any relevant experience or training you have in compliance. This will show us that you’re not just a great advisor but also a responsible one!
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 to know you better!
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 of how you've successfully built rapport and trust with clients, especially in virtual settings. Highlight any specific strategies you've used to maintain strong relationships, as this is crucial 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 will demonstrate your commitment to ethical practices and client protection.
✨Be Ready to Discuss Business Development
Think about ways you've generated new business opportunities in the past. Prepare to share your ideas on how you would expand the client portfolio at the firm, as this shows your proactive approach and ambition to contribute to growth.