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- Tasks: Manage client relationships and provide financial planning services.
- Company: Join a young, ambitious boutique wealth manager in Edinburgh's West End.
- Benefits: Enjoy a competitive salary, private medical cover, and 30 days annual leave.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive culture.
- Qualifications: Must have experience in financial planning and a Level 4 qualification.
- Other info: Receive £250 annually for personal development activities outside of work.
The predicted salary is between 36000 - 60000 £ per year.
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We are a boutique wealth manager that is young in years and very ambitious. The company was born out of the CEO’s belief that putting client’s needs and aspirations at the heart of what we do will enable us to change lives. We place huge value on honesty and reliability, which is core to how we do business with our clients and with each other. Our growing office is based in Edinburgh’s charming West End, and we are now fully in scale mode.
Position Overview
We require two employed Financial Planners to look after existing clients and a number of new introductions via our existing advisers and professional connections.
Responsibilities
- Manage existing client relationships and new introductions.
- Provide financial planning services including cash flow modelling, IHT, Trusts, and Retirement planning.
Qualifications
To hit the ground running, you’ll need:
- Experience in a similar role.
- Level 4 qualification as a minimum.
- Current SPS.
- Experience in cash flow modelling and complex financial planning.
What We Offer
In return, we will offer:
- Salary and bonus paid monthly.
- Private medical cover.
- A day’s paid leave on your Birthday, or closest working day.
- 30 Days annual leave in addition to bank holidays.
- £250 pa for a course or activity that you’d enjoy (non-work related).
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Financial Planner, reading employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner, reading
✨Tip Number 1
Make sure to network with professionals in the financial planning industry, especially those who are already connected with the boutique wealth manager. Attend local finance events or seminars in Edinburgh to meet potential colleagues and clients.
✨Tip Number 2
Showcase your experience in cash flow modelling and complex financial planning during any informal conversations or networking events. Being able to discuss specific scenarios where you've successfully managed client relationships will set you apart.
✨Tip Number 3
Familiarize yourself with the company's values of honesty and reliability. Prepare examples from your past work that demonstrate how you embody these values in your professional interactions.
✨Tip Number 4
Consider reaching out to current employees on platforms like LinkedIn to gain insights about the company culture and expectations. This can help you tailor your approach and show genuine interest in becoming part of their team.
We think you need these skills to ace Financial Planner, reading
Some tips for your application 🫡
Understand the Company Culture: Familiarize yourself with the values and mission of the boutique wealth manager. Highlight how your personal values align with their emphasis on client needs, honesty, and reliability in your application.
Tailor Your CV: Make sure your CV reflects your experience in financial planning, particularly in cash flow modelling, IHT, Trusts, and Retirement planning. Use specific examples to demonstrate your qualifications and achievements in similar roles.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention your Level 4 qualification and current SPS, and explain how you can contribute to managing existing client relationships and new introductions.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at JR United Kingdom
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. Since they emphasize honesty and reliability, be prepared to discuss how these values resonate with your own professional experiences.
✨Showcase Your Financial Expertise
Be ready to demonstrate your knowledge in financial planning, especially in areas like cash flow modeling and retirement planning. Prepare specific examples from your past work that highlight your skills and successes in these areas.
✨Prepare for Client Relationship Questions
Since managing client relationships is a key responsibility, think of scenarios where you successfully built or maintained client trust. Be ready to share how you handle challenges and ensure client satisfaction.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the role and the company. Inquire about their approach to client management or how they envision the growth of the financial planning team in the future.
