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.
- Other info: Dynamic, friendly team culture focused on collaboration and personal development.
- 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.
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
Lombard Private Clients is an exceptional employer dedicated to empowering private client families in London to achieve financial clarity and wellbeing. With a strong focus on professional growth, we offer continuous investment in your development, including progression towards Chartered status, all within a supportive and collaborative team environment. Join us to make a meaningful impact on clients' lives while working alongside passionate professionals who share your commitment to excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Consultant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Lombard Private Clients. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Consultant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lombard Private Clients.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Lombard Private Clients's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Lombard Private Clients
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lombard Private Clients.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Lombard Private Clients will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lombard Private Clients employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
