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- Tasks: Engage clients, deliver financial advice, and develop marketing strategies.
- Company: Lombard Private Clients helps families secure their financial future with responsible investments.
- Benefits: Join a friendly team, enjoy career progression, and make a positive impact on clients' lives.
- Why this job: Be part of a growing, award-winning team focused on financial clarity and wellbeing.
- Qualifications: L4 qualified financial adviser with 2+ years' experience and CAS status required.
- Other info: Full-time role available as PAYE or self-employed; no recruitment agencies please.
The predicted salary is between 28800 - 48000 £ per year.
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Direct message the job poster from Lombard Private Clients
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. It is our belief that money can be invested responsibly to achieve consistent real returns, and be a positive force in the world. We are passionate about helping private client families get absolute clarity on their financial future and wellbeing.
Our values are:
- Clarity
- Impact
Job Outline:
We are looking for a driven 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 communities
· Proactively engage and win new clients of the right calibre, and provide a first class service to existing clients
What are we looking for in you?
· You are driven and wish to continue build your career at a high-performing private client firm
· You live and breathe financial planning & investment strategy
· A creative thinker with excellent attention to detail and a growth mindset
· You are curious and collaborative, willing to start conversations, hardworking 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 creating new business acquisition opportunities proactively
· 2+ years’ experience being a regulated financial adviser (Qualified and CAS status for 24+ months)
· Excellent relationship building with the ability to develop rapport and extract 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 can be PAYE or self-employed
PLEASE NOTE: WE DO NOT RESPOND TO RECRUITMENT COMPANIES
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Financial Planner employer: Lombard Private Clients
Contact Detail:
Lombard Private Clients Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network actively within the financial planning community. Attend industry events, webinars, and local meetups to connect with professionals who can provide insights or even referrals to Lombard Private Clients.
✨Tip Number 2
Engage with Lombard Private Clients on social media platforms. Comment on their posts, share relevant content, and demonstrate your knowledge in financial planning to get noticed by the team.
✨Tip Number 3
Research the company’s values and mission thoroughly. Prepare to discuss how your personal values align with theirs during any informal conversations or networking opportunities.
✨Tip Number 4
Consider reaching out directly to current employees at Lombard Private Clients for informational interviews. This can give you insider knowledge about the company culture and expectations, making you a more attractive candidate.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly your 2+ years of regulated experience and CAS status. Emphasise your relationship-building skills and any relevant achievements in client acquisition.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how it aligns with Lombard Private Clients' mission. Mention specific examples of how you've helped clients achieve financial clarity and wellbeing.
Showcase Your Skills: Highlight your IT literacy and experience with CRM systems in your application. Provide examples of how you've used data effectively to create business opportunities, as this is crucial for the role.
Demonstrate Cultural Fit: Lombard Private Clients values collaboration and a growth mindset. In your application, share instances where you've worked well in a team or contributed to a positive work culture, showcasing your personable nature and communication skills.
How to prepare for a job interview at Lombard Private Clients
✨Show Your Passion for Financial Planning
Make sure to express your genuine enthusiasm for financial planning during the interview. Discuss how you stay updated with industry trends and your commitment to helping clients achieve financial clarity and wellbeing.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained relationships with clients in the past. Highlight your ability to develop rapport and trust, as this is crucial for a role that involves engaging high-calibre prospects.
✨Be Ready to Discuss Engagement Strategies
Think about innovative engagement strategies you've implemented or would consider for attracting new clients. Be prepared to share your ideas on targeted marketing campaigns and how they can positively impact client acquisition.
✨Highlight Your Analytical Skills
Since the role requires understanding and using data effectively, be ready to discuss your experience with CRM systems and how you've used data to create business opportunities. This will demonstrate your analytical mindset and attention to detail.
