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- Tasks: Help clients navigate their financial futures and retirement plans with expert guidance.
- Company: Join Lead Advisor, a dynamic wealth management recruiting and consulting firm.
- Benefits: Enjoy a competitive salary, hybrid work options, and opportunities for professional growth.
- Why this job: Be part of a passionate team that values innovation and client relationships in a changing industry.
- Qualifications: Seeking natural leaders with a knack for building relationships and a desire to learn.
- Other info: Up to 50% travel may be required; flexibility and adaptability are key.
The predicted salary is between 42000 - 56000 £ per year.
23 hours ago Be among the first 25 applicants
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This range is provided by Lead Advisor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$60,000.00/yr – $80,000.00/yr
Direct message the job poster from Lead Advisor
Marketing and Talent Acquisition Coordinator at Lead Advisor | Former Division 1 Lacrosse player
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Wakefield. To view other open roles, visit jobs.lead-advisor.com
The Purpose of Your Role:
We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of the firm\’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients.
What you\’ll bring to the firm:
Planning/Organizing – Prioritizes and plans work activities, uses time efficiently
Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments
Quality – Demonstrates accuracy and thoroughness
Strong sense of urgency and accountability; results-oriented
Team player; puts success of team ahead of self
Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms
Ability to work as part of a group or independently, patient, passion for both sales and service
What you’ll be responsible for:
Engage and educate the firm\’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.
Assist participants in preparing for the financial aspects of retirement.
Communicate the retirement plan offering via group meetings at the client company.
Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.
Conduct webinars to communicate the plan, when appropriate.
Build personal relationships with participants.
Convey retirement planning subject matter in a simplified way.
Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance.
Support new sales and market development initiatives
Exhibit understanding of key features and benefits of the firm\’s products and services
Proactively keep Supervisor informed of key activities with assigned clients
Office environment, up to 50% travel may be required.
About you:
We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships.
We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.
Preferred qualifications:
Proficient in Microsoft Office applications
ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge)
FINRA Series 6 or 7, 63 and 65 or 66
Nice to haves:
3+ years of experience
CFP designation or interest in obtaining
Familiarity with programs such as eMoney Advisor
Location: Hybrid: 3x a week in Wakefield office, up to 25% travel required
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Other and Strategy/Planning
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Financial Planner employer: Lead Advisor
Contact Detail:
Lead Advisor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or webinars to meet potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in retirement planning and fiduciary responsibilities. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 3
Prepare to discuss your approach to client engagement and education. Think of examples where you've successfully communicated complex financial concepts in simple terms, as this is crucial for the role of a Financial Planner.
✨Tip Number 4
Showcase your leadership skills by discussing any experiences where you've trained or motivated others. The firm is looking for natural leaders, so highlighting these experiences can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, investment strategy, and client relationship management. Use specific examples that demonstrate your ability to meet clients' financial goals.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your understanding of fiduciary responsibilities. Mention how your skills align with the firm's needs and your enthusiasm for contributing to their growth.
Showcase Your Leadership Skills: Since the role requires leadership and teamwork, include instances where you've successfully led a team or project. Highlight your ability to motivate others and drive results in a collaborative environment.
Demonstrate Continuous Learning: Mention any relevant certifications, such as CFP, or your interest in obtaining them. Discuss your commitment to staying updated on industry trends and regulations, which is crucial for a financial planner.
How to prepare for a job interview at Lead Advisor
✨Showcase Your Expertise
As a financial planner, it's crucial to demonstrate your knowledge of investment strategies, retirement planning, and insurance. Be prepared to discuss specific examples from your past experiences that highlight your ability to guide clients towards their financial goals.
✨Emphasise Communication Skills
Since the role involves educating clients about complex financial matters, showcase your ability to communicate clearly and simply. Prepare to explain how you've successfully conveyed intricate concepts to clients in the past.
✨Demonstrate Leadership Qualities
The ideal candidate is a natural leader. Be ready to share instances where you've led a team or motivated peers. Highlight your ability to train others and foster a collaborative environment, as this will resonate well with the interviewers.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client concerns. Think of scenarios where you had to make tough decisions or adapt to changes in the financial landscape, and be ready to discuss your thought process.
