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For Companies At a Glance
- Tasks: Provide independent financial advice to high-net-worth clients and manage their portfolios.
- Company: Join a leading IFA known for its client-first approach and expertise in financial planning.
- Benefits: Enjoy a competitive salary, bonuses, and benefits with opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while working in a supportive team environment.
- Qualifications: Must be an experienced Financial Planner with strong technical knowledge and client management skills.
- Other info: This role covers the north of the county, offering flexibility and a dynamic work culture.
The predicted salary is between 46000 - 78000 £ per year.
Description
£50,000 to £65,000 plus benefits and bonus
Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.
You will be responsible for –
- Providing advice across the full spectrum of financial planning
- Inherit and service an existing client bank including review work
- Dealing with new business leads
- Generating revenue through other networking and referrals
Candidates will be recently / newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days.
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Financial Planner employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work with high-net-worth individuals. Attend industry events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your confidence during interviews but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your ability to manage client portfolios effectively. Tailoring your examples to show how you've helped HNW clients achieve their financial goals can set you apart.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, client base, and the services they offer. This will allow you to align your answers with their mission and demonstrate that you're a great fit for their team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, particularly your work with high-net-worth individuals. Emphasise your skills in investments, tax, cashflow, retirement planning, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the advice-first approach. Mention specific examples of how you've successfully managed client portfolios in the past.
Highlight Relevant Experience: In your application, focus on your previous roles and responsibilities that align with the job description. Discuss your resilience and technical knowledge, and how these have contributed to your success as a Financial Planner.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at JohnstonGreer
✨Showcase Your Technical Knowledge
As a Financial Planner, it's crucial to demonstrate your expertise in areas like investments, tax, and retirement planning. Prepare to discuss specific strategies you've implemented in the past and how they benefited your clients.
✨Emphasise Client-Centric Approach
This role focuses on providing advice-first solutions for high-net-worth individuals. Be ready to share examples of how you've prioritised client needs and built long-term relationships in your previous roles.
✨Demonstrate Resilience
The interviewers will be looking for candidates who can handle challenges effectively. Prepare to discuss situations where you faced obstacles and how you overcame them, showcasing your problem-solving skills.
✨Research the Firm's Values
Understanding the firm's culture and values is key. Familiarise yourself with their approach to financial planning and be prepared to explain how your personal values align with theirs during the interview.
