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For Companies At a Glance
- Tasks: Help clients 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: Opportunity for career growth, continuous development, and a supportive work environment.
- Why this job: Make a real impact on people's financial lives while building your career in finance.
- Qualifications: L4 qualified financial adviser with 2+ years of experience and CAS status.
- Other info: Dynamic, friendly team culture focused on collaboration and personal development.
The predicted salary is between 36000 - 60000 £ per year.
Helping entrepreneurs and private client families achieve financial clarity and 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 will 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 and 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 are hardworking, live and breathe financial planning and 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 and 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 and 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 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 London
✨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 clients or mentors. Building relationships is key to landing that dream job!
✨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.
✨Follow Up Like a Boss
After meeting someone or having an interview, always follow up with a thank you note or a quick message. It shows you’re genuinely interested and keeps you top of mind. Plus, it’s a great way to reinforce those connections you’ve made!
✨Apply Through Our Website
When you find a role that excites you, make sure to apply directly through our website. It streamlines the process and ensures your application gets the attention it deserves. We can’t wait to see what you bring to the table!
We think you need these skills to ace Financial Planning Consultant in London
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you live and breathe this field, so share your experiences and what drives you to help clients achieve financial clarity.
Tailor Your Application: Make sure to customise your application to reflect the values and mission of Lombard Private Clients. Highlight how your skills and experiences align with our goal of helping private client families secure their financial future.
Be Personable and Engaging: We’re looking for someone who can build trusted relationships, so don’t be afraid to showcase your communication skills in your written application. Use a friendly tone and share examples of how you've successfully engaged with clients in the past.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and ensure it reaches the right people in our team.
How to prepare for a job interview at Lombard Private Clients
✨Know Your Financial Stuff
Make sure you brush up on the latest financial planning strategies and market trends. Being able to discuss current events in finance will show that you're not just qualified, but also genuinely passionate about the field.
✨Build Rapport
Since relationship building is key for this role, practice your communication skills. Think of ways to connect with your interviewers on a personal level, perhaps by sharing relevant experiences or insights that resonate with their mission.
✨Showcase Your Creativity
Prepare to discuss how you've used creative thinking in past roles to solve problems or engage clients. This could be through innovative marketing strategies or unique client engagement techniques that have led to successful outcomes.
✨Ask Insightful Questions
Come prepared with questions that demonstrate your curiosity about the company and its values. Inquire about their approach to client relationships or how they measure success in financial planning, showing that you’re eager to contribute to their mission.
