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- Tasks: Manage and grow a portfolio of high-value clients while delivering personalised financial planning advice.
- Company: Join a respected firm known for excellence in accountancy, tax, audit, and advisory services.
- Benefits: Enjoy a salary up to £75,000, flexible hybrid working, and 28 days’ annual leave.
- Why this job: Be part of a supportive culture that values your voice and offers career development opportunities.
- Qualifications: Must be a Chartered Financial Planner with proven experience in managing complex client relationships.
- Other info: This role offers excellent bonus potential and bi-annual salary reviews based on performance.
The predicted salary is between 54000 - 84000 £ per year.
Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm? We’re recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing.
This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Essex region. Role would be London, City based but with lots of scope for hybrid/flexible working.
The Opportunity- Develop and maintain a portfolio of new and existing clients.
- Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning.
- Build and nurture a network of internal and external introducers.
- Collaborate closely with colleagues to deliver a seamless client experience across services.
- Identify new business opportunities and contribute to wider strategic growth goals.
- Base salary up to £75,000, with flexibility depending on experience.
- Bi-annual salary reviews recognising contribution and performance.
- Excellent bonus structure and growth potential.
- Highly flexible hybrid working to support work-life balance.
- 28 days’ annual leave, including 3 days off at Christmas.
- Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme.
- Support for CPD, professional memberships, and long-term career development.
- Be part of an inclusive, supportive culture where your voice matters.
- Chartered Financial Planner (CII) or higher.
- CAS and SPS are essential.
- Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business.
- Excellent communication, presentation, and problem-solving skills.
- Strong technical knowledge of financial planning products, funds, pensions, and markets.
- Organised, detail-oriented, and able to manage multiple priorities.
This is a truly rewarding opportunity for a qualified, client-focused Financial Planner looking to join a firm that values long-term relationships, professional excellence, and flexible working.
Chartered Financial Planner employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network actively within the financial planning community. Attend industry events, webinars, and local meetups to connect with other professionals and potential clients. Building relationships can lead to referrals and insights about job opportunities.
✨Tip Number 2
Showcase your expertise by engaging in discussions on platforms like LinkedIn. Share articles, comment on relevant posts, and participate in groups related to financial planning. This will help you establish yourself as a knowledgeable professional in the field.
✨Tip Number 3
Research the firm thoroughly before applying. Understand their values, culture, and recent developments. Tailoring your approach based on this knowledge can demonstrate your genuine interest and alignment with their goals.
✨Tip Number 4
Prepare for potential interviews by practising common questions specific to financial planning roles. Focus on articulating your experience with complex client relationships and how you've successfully generated new business in the past.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Chartered Financial Planner, including your CII certification and any relevant experience in managing complex client relationships. Use specific examples to demonstrate your success in generating new business.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your alignment with the firm's values. Mention your experience in delivering high-quality, personalised financial advice and how you can contribute to the firm's growth in the Essex region.
Showcase Your Communication Skills: In your application, emphasise your excellent communication and presentation skills. Provide examples of how you've effectively communicated complex financial concepts to clients and colleagues, ensuring a seamless client experience.
Highlight Your Technical Knowledge: Demonstrate your strong technical knowledge of financial planning products, pensions, and markets. Include any relevant certifications or training that showcase your expertise and commitment to professional development.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your technical knowledge during the interview. Be prepared to discuss specific financial planning products and strategies you've successfully implemented in the past.
✨Highlight Client Relationship Management
Since the role involves managing complex client relationships, share examples of how you've built and maintained strong connections with clients. Discuss any challenges you faced and how you overcame them to ensure client satisfaction.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential client situations you might encounter and how you would approach them, showcasing your analytical thinking and decision-making abilities.
✨Emphasise Collaboration Skills
The firm values a collaborative working environment, so be ready to discuss how you've worked effectively with colleagues in the past. Share examples of successful teamwork and how it contributed to delivering a seamless client experience.
