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- Tasks: Provide top-notch financial planning advice and support clients in achieving their goals.
- Company: Join a leading firm with a focus on client satisfaction and professional growth.
- Benefits: Competitive salary, ongoing training, and opportunities for career advancement.
- Other info: Dynamic team environment with a commitment to mentoring and collaboration.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Degree level education and experience in financial planning required.
The predicted salary is between 40000 - 50000 £ per year.
Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning. The role will be supporting our Bristol and Cheltenham offices.
Key Responsibilities
- Responsible for the delivery of superior Wealth Planning advice to the Firm’s clients.
- Deal professionally and capably with clients and exceed their expectations with the advice and service provided.
- Collaborate with the Investment Managers to seize opportunities and grow the business.
- Communicate and present effectively to clients and colleagues.
- Effective delegation of workflow to the Wealth Planning administrator.
- Case management using a financial planning Client Relationship Management system.
- Get involved in initiatives to enhance what we do and our client proposition.
- Maintain a thorough technical knowledge and awareness of latest developments in the Wealth Planning industry.
- Think on your feet.
Skills, Knowledge and Experience
- Ideally educated to Degree level (2:1 or above).
- At least two years' experience working as a financial planner in the Financial Services industry.
- Proven track record in delivering regulated financial advice to High Net Worth clients.
- Financial planning qualifications essential (Chartered Financial Planner or working towards).
- Possess advanced Chartered Institute of Insurance pension qualifications such as AF3 Pension Planning.
- Holder of/Eligible for a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements.
- GCSE Maths and English Language (grade C or above essential).
- Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software.
- Client-centric.
- Combination of commercial focus and sound technical knowledge.
- Energetic, desire to get involved and contribute.
- Confident communication and presentation skills including good written and verbal skills.
- Professional and can-do attitude. Willing to embrace being part of a new team and encourage/mentor others.
Wealth Planner in Cheltenham employer: JM Finn
Contact Detail:
JM Finn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner in Cheltenham
✨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 colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you land that interview, make sure you can confidently explain how your experience aligns with the Wealth Planner role. Highlight your skills in retirement and estate planning, and don’t forget to showcase your client-centric approach.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with the latest financial planning software and tools. Being proficient in Microsoft Excel and CRM systems will give you an edge and show that you’re ready to hit the ground running.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Make sure to tailor your application to reflect your passion for wealth planning and your commitment to ongoing professional development.
We think you need these skills to ace Wealth Planner in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planner role. Highlight your experience in financial planning, especially with High Net Worth clients, and showcase any relevant qualifications. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how your background aligns with our needs. Don’t forget to mention your enthusiasm for working in our Bristol and Cheltenham offices!
Showcase Your Communication Skills: As a Wealth Planner, effective communication is key. In your application, demonstrate your ability to present ideas clearly and professionally. We love candidates who can engage with clients and colleagues alike, so let that shine through!
Apply Through Our Website: We encourage you to apply directly 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 JM Finn
✨Know Your Stuff
Make sure you brush up on the latest trends in wealth planning, especially around retirement and estate planning. Being able to discuss recent developments or changes in regulations will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully delivered financial advice to high net worth clients. Highlight how you exceeded their expectations and any collaborative efforts with investment managers that led to successful outcomes.
✨Practice Your Presentation Skills
Since effective communication is key, practice presenting complex financial concepts in a clear and engaging way. You might even want to do a mock presentation for a friend or family member to get comfortable with your delivery.
✨Be Ready to Think on Your Feet
During the interview, you may be asked situational questions that require quick thinking. Prepare by considering potential scenarios you might face as a Wealth Planner and how you would handle them. This will demonstrate your problem-solving skills and adaptability.