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- Tasks: Help families achieve financial clarity and wellbeing through expert advice and strategies.
- Company: Join a passionate team at Lombard Private Clients, dedicated to securing financial futures.
- Benefits: Enjoy career progression, continuous development, and the chance to make a real impact.
- Why this job: Be part of a friendly, motivated team and transform lives with your financial expertise.
- Qualifications: L4 qualified financial adviser with 2+ years of experience and CAS status.
- Other info: Dynamic environment with opportunities for personal and professional growth.
The predicted salary is between 28800 - 48000 £ per year.
Helping entrepreneurs & private client families achieve financial clarity & wellbeing.
About Lombard Private Clients: We are on a mission to help private client families secure their financial future. We are passionate about helping private client families get absolute clarity on their financial future and achieve financial freedom.
Our values are:
- Clarity
- Impact
Job Outline: We are looking for a hard working Financial Planner (L4 qualified and currently advising with CAS status) to join our growing team in London. As someone who lives and breathes financial planning and has their finger on the pulse, you’ll be responsible for engaging our community, helping to turn prospects into clients, and clients into ambassadors.
The Role:
- Build and develop trusted relationships with high calibre prospects & existing clients.
- Deliver first class advice and financial planning strategies to improve client outcomes.
- Develop engagement strategies aimed at our community and targeted marketing campaigns.
- Identify and develop partnership opportunities in our target market community.
- Proactively engage and win new clients and provide a first class service to existing clients.
What are we looking for in you?
- You are driven and wish to continue building your career at a high-performing private client firm.
- You’re hardworking, live and breathe financial planning & investment strategy.
- A creative thinker with excellent attention to detail and a growth mindset.
- You are curious, collaborative, willing to start conversations, and thrive in a continuous improvement culture.
- Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life.
Experience & Skills:
- Demonstrable experience in proactively creating new business acquisition opportunities.
- 2+ years’ experience as a regulated financial adviser (Qualified and CAS status for 24+ months).
- Excellent relationship building with the ability to develop rapport and use intelligent information.
- Solid IT literacy and experience of maximising data on CRM systems.
- Ability to understand data and use it effectively to create opportunities.
- Strong organisational skills with excellent attention to detail.
- Confident communicator, independent thinker with a passion for collaboration & partnership.
- Self-starter with the ability to work independently and as part of a team.
What’s in it for you:
- Opportunity to join a growing, award-winning team of professionals.
- Work with a naturally friendly team of highly motivated ambitious people.
- Continuous investment in you - progression, qualifications and development towards Chartered.
- Be in an environment where you can make a positive impact on people’s lives & financial wellbeing.
The role is full time and could be PAYE or self-employed.
PLEASE NOTE: WE DO NOT RESPOND TO RECRUITMENT COMPANIES.
Employment details:
- Employment type: Full-time
- Seniority level: Entry level
- Location: London, United Kingdom
Financial Planning Consultant in City of London employer: Lombard Private Clients
Contact Detail:
Lombard Private Clients Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential mentors or colleagues. Building relationships can open doors you didn’t even know existed!
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it’s writing articles, sharing insights on social media, or even hosting webinars, let your passion shine through. This not only builds your personal brand but also attracts potential clients.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for job postings, reach out directly to firms you admire. Express your interest and share how you can add value to their team. We love seeing candidates take the initiative, and it could lead to opportunities that aren’t publicly advertised.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate individuals who align with our mission of helping families achieve financial clarity and wellbeing.
We think you need these skills to ace Financial Planning Consultant in City of London
Some tips for your application 🫡
Show Your Passion for Financial Planning: Let us see your enthusiasm for financial planning in your application. Share specific examples of how you've helped clients achieve clarity and wellbeing in their financial journeys. This will show that you truly live and breathe the role!
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter to highlight your relevant experience and skills. We want to see how your background aligns with our mission at Lombard Private Clients, so don’t hold back on showcasing your achievements!
Be Personable and Authentic: We value great communication and relationship-building skills. In your written application, let your personality shine through! Use a friendly tone and be genuine about why you want to join our team and how you can contribute.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Lombard Private Clients
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss strategies and case studies that showcase your expertise. This will not only demonstrate your qualifications but also show your passion for the field.
✨Build Rapport
Since relationship building is key in this role, practice how you can connect with your interviewers. Use their names, ask about their experiences, and share relevant stories that highlight your interpersonal skills. A friendly chat can go a long way!
✨Showcase Your Creativity
Prepare to discuss how you've approached challenges creatively in the past. Think of examples where you developed unique engagement strategies or marketing campaigns. This will highlight your ability to think outside the box, which is crucial for this role.
✨Be Data Savvy
Familiarise yourself with CRM systems and data analysis. Be prepared to talk about how you've used data to create opportunities in previous roles. This will show that you can leverage technology to enhance client relationships and drive business growth.
