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- Tasks: Manage client portfolios and provide tailored financial advice.
- Company: Join a leading independent wealth planning firm with a strong UK presence.
- Benefits: Enjoy 25 days holiday, bonuses, and full support from a dedicated team.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a supportive environment.
- Qualifications: 3+ years of advising experience required; passion for finance is a must.
- Other info: Opportunities for professional development and potential for career growth.
The predicted salary is between 56000 - 84000 £ per year.
Requirements: 3+ years of advising experience with active CAS.
Responsibilities:
- Manage £300k of ongoing advice fees.
- Take over client banks from retiring adviser, managing recurring revenue and generating new business opportunities.
Compensation: £70k - £75k basic salary plus bonuses on top. Guaranteed minimum bonus in Year 1 of £8.5k.
About the Company: My client is a Chartered independent wealth planning firm with offices across the UK, offering whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners. They manage client assets from £150k to £10m, advising on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS. They have strong relationships with accountancy and solicitor practices and plans for expansion over the next 5 years.
Support Team: The team includes experienced Administrators & Paraplanners, supported by Admin and Paraplanning Managers, enabling advisers to focus on client-facing activities and professional development through ongoing CPD and exams.
Role Details:
- Location: Epsom.
- Client meetings: face-to-face and virtual.
- Topics covered: pensions, investments, tax planning, retirement, IHT, bonds, ISAs, VCT/EIS (limited).
Additional Benefits: 25 days holiday + bank holidays. Bonuses on ongoing and initial advice fees. Full paraplanning and administrative support.
If interested or for other roles, contact peter@financialdvisions.co.uk.
Note: Non-passport holders may require a work permit. Please apply via the 'Apply now' button. Do not provide bank or payment details when applying.
Financial Planner employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
peter@financialdvisions.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend local finance events or webinars to connect with potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific services offered by the firm, such as VCT and EIS schemes. Being knowledgeable about these topics will not only impress during interviews but also show your genuine interest in the role.
✨Tip Number 3
Prepare to discuss your previous experience managing client portfolios and generating new business. Be ready to share specific examples of how you've successfully grown revenue or improved client satisfaction in your past roles.
✨Tip Number 4
Research the company’s expansion plans and think about how you can contribute to their growth. Tailor your conversation to highlight how your skills and experience align with their future goals, making you a valuable addition to 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 3+ years of advising experience and showcases your ability to manage client banks and generate new business opportunities. Use specific examples that demonstrate your success in financial planning.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Financial Planner position at this Chartered independent wealth planning firm. Mention your familiarity with the topics covered, such as pensions and tax planning, and how your skills align with their needs.
Highlight Relevant Experience: In your application, emphasise your experience with high-net-worth clients and your knowledge of financial products like VCT and EIS. This will show that you understand the firm's clientele and can provide tailored advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Experience
With a requirement of 3+ years of advising experience, it's crucial to highlight your relevant background. Prepare specific examples of how you've successfully managed client portfolios and generated new business opportunities in your previous roles.
✨Understand the Company’s Values
Research the firm’s approach to wealth planning and their target clientele. Understanding their focus on high-net-worth individuals and local families will help you tailor your responses to align with their values and demonstrate your fit for the role.
✨Prepare for Technical Questions
Expect questions related to pensions, investments, tax planning, and other financial topics mentioned in the job description. Brush up on these areas and be ready to discuss your strategies and insights, showcasing your expertise.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's expansion plans and how they support their advisers. This shows your genuine interest in the company and helps you assess if it’s the right fit for you as well.
