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- Tasks: Provide top-notch financial planning advice and collaborate with investment managers.
- Company: Dynamic firm focused on wealth planning and client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a vibrant team with opportunities for mentorship and growth.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Degree level education and experience in financial planning required.
The predicted salary is between 50000 - 70000 £ 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.
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).
- 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 York employer: JM Finn
Contact Detail:
JM Finn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner in York
✨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 to reach out 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 potential employers or clients, make sure you can clearly communicate your skills and experience. Tailor your message to highlight how you can provide superior Wealth Planning advice.
✨Tip Number 3
Showcase your expertise! Keep up-to-date with the latest trends in wealth planning and be ready to discuss them. This will not only impress potential employers but also demonstrate your commitment to ongoing professional development.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure to highlight your relevant experience and qualifications, especially your financial planning credentials, when you apply.
We think you need these skills to ace Wealth Planner in York
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 commitment to ongoing professional development – it’s a big plus for us!
Showcase Your Communication Skills: As a Wealth Planner, effective communication is key. In your application, demonstrate your ability to present ideas clearly and professionally. Whether it's through your writing style or examples of past client interactions, we want to see that you can engage with clients and colleagues alike.
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, you’ll get to explore more about our company culture and values while you’re at it!
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 will show that you're not just knowledgeable but also genuinely interested in the field.
✨Client-Centric Mindset
Prepare examples of how you've exceeded client expectations in the past. Think about specific situations where your advice made a significant impact. This will demonstrate your ability to deliver superior service, which is key for this role.
✨Collaboration is Key
Be ready to talk about how you've worked with other professionals, like investment managers, to seize opportunities. Highlight any successful collaborations that led to business growth, as teamwork is crucial in this position.
✨Show Off Your Communication Skills
Practice presenting your ideas clearly and confidently. You might be asked to explain complex financial concepts, so being articulate and engaging will set you apart. Remember, effective communication is essential when dealing with clients and colleagues alike.