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For Companies At a Glance
- Tasks: As a Financial Planner, you'll provide tailored advice to high-net-worth clients.
- Company: Join JohnstonGreer, a leading recruitment agency in Financial Services and Pensions.
- Benefits: Enjoy a competitive salary, bonuses, and a supportive work environment.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: Must be an experienced Financial Planner with strong technical knowledge.
- Other info: This role covers the north of the county and focuses on long-term client success.
The predicted salary is between 52000 - 68000 £ per year.
Position Overview
Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families. As the Financial Planner you will operate in an environment that is advice first, focused on the long‑term financial success of the client portfolio.
Salary
£65,000 to £80,000 plus bonus and benefits (OTE £100K)
Responsibilities
- Cover the north of the county
- Provide independent advice as part of the Private Client team
- Operate across Investments, Tax, Cashflow, Retirement Planning and Protection
- Cultivate the firm’s existing client portfolio
- Service the recurring income
- Work with new clients generated by the firm’s internal introducers
Qualifications
Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge and an assured manner.
Recruitment Agency
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
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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 areas like investments, tax planning, and retirement strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client success. Mention specific examples of how you've helped clients achieve their financial goals.
Highlight Relevant Experience: In your application, focus on your previous roles and responsibilities that align with the job description. Discuss your ability to provide independent advice and manage client portfolios effectively.
Showcase Your Technical Knowledge: Demonstrate your technical expertise in financial planning by mentioning any relevant qualifications or certifications. This will help establish your credibility as a candidate who can navigate complex financial situations.
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. Be prepared to discuss specific strategies you've implemented in the past and how they benefited your clients.
✨Emphasise Client-Centric Approach
This role focuses on long-term financial success for clients. Highlight your experience in building relationships with high-net-worth individuals and how you prioritise their needs in your planning process.
✨Demonstrate Resilience
The interviewers will be looking for candidates who can handle challenges effectively. Share examples of difficult situations you've faced in your career and how you overcame them, showcasing your problem-solving skills.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the firm's approach to client management and how they support their Financial Planners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
