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- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Ambitious boutique wealth management firm with a strong reputation.
- Benefits: Competitive salary, performance bonus, private medical insurance, and generous holiday allowance.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Planner and strong understanding of financial strategies.
- Other info: Opportunity for professional growth in a supportive, high-service environment.
The predicted salary is between 36000 - 60000 ÂŁ per year.
An ambitious boutique wealth management and employee benefits advisory is seeking an experienced Financial Planner to join its growing team. The firm manages ÂŁ125m+ in assets under advice and has built a reputation for delivering holistic financial planning solutions to individuals, families and business owners. With continued client growth and an expanding referral network from corporate clients, the business is now looking to appoint a planner who can provide high-quality advice while developing long-term client relationships. This is an excellent opportunity for a client-focused adviser who values independence, professional integrity and a long-term approach to financial planning.
Key Responsibilities
- Provide holistic financial planning advice covering investments, pensions, protection and retirement planning
- Build and maintain longâterm relationships with private clients and business owners
- Deliver personalised financial plans aligned with client objectives and life goals
- Conduct client meetings, reviews and ongoing relationship management
- Identify opportunities to support employees from corporate benefit schemes with personal financial planning
- Work closely with paraplanners and administrators to ensure accurate and compliant advice delivery
- Prepare and present recommendations in line with FCA regulatory standards
- Support the continued growth of the firm through referrals, networking and professional relationships
- Maintain high standards of compliance, client service and documentation
Experience & Skills
- Experience working as a Financial Adviser / Financial Planner within a regulated UK advisory / wealth firm.
- Strong understanding of pensions, investments and financial planning strategies
- Ability to build trusted client relationships and provide clear, clientâfocused advice
- Excellent communication and presentation skills
- Comfortable working in a boutique advisory environment with high service standards
Qualifications
- Ideally Level 4 Diploma in Financial Planning (DipPFS or equivalent) required
- Working toward or holding Chartered Financial Planner status is advantageous
Package
- Competitive base salary plus performanceârelated bonus
- Private medical insurance
- Pension scheme
- Generous holiday allowance
- Support toward further professional qualifications
- Opportunity to work within a growing boutique advisory business with a strong client base
Financial Planner - Boutique Advisory Co in London employer: MARKET TALENT
Contact Detail:
MARKET TALENT Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Planner - Boutique Advisory Co in London
â¨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and donât be shy about reaching out to potential contacts on LinkedIn. Building relationships can lead to job opportunities that arenât even advertised!
â¨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through blogs or social media. This not only demonstrates your knowledge but also helps you stand out as a thought leader in the field.
â¨Tip Number 3
Prepare for interviews like itâs game day! Research the company thoroughly, understand their values, and be ready to discuss how your skills align with their needs. Practise common interview questions and have your own questions ready to show your interest.
â¨Tip Number 4
Donât forget to apply through our website! Weâre always on the lookout for talented individuals who share our passion for holistic financial planning. Your next opportunity could be just a click away!
We think you need these skills to ace Financial Planner - Boutique Advisory Co in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience in financial planning, especially in areas like pensions and investments, to show us youâre the right fit for our boutique advisory team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why youâre passionate about financial planning and how you can build long-term relationships with clients. Be genuine and let your personality come through!
Showcase Your Achievements: Donât just list your responsibilities; share your successes! Whether itâs a client relationship you nurtured or a complex financial plan you delivered, we want to see how youâve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the best way for us to receive your application and ensures you donât miss out on any important updates from our team during the process!
How to prepare for a job interview at MARKET TALENT
â¨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning strategies. The firm is looking for someone who can provide high-quality advice, so be ready to discuss specific scenarios and how you would approach them.
â¨Build Rapport
Since the role involves building long-term relationships with clients, practice your interpersonal skills. Think about how you can connect with potential clients and demonstrate your client-focused approach during the interview.
â¨Showcase Your Experience
Prepare examples from your previous roles that highlight your ability to deliver personalised financial plans and manage client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
â¨Understand the Firm's Values
Research the boutique advisory firm's reputation and values. Be ready to explain why you value independence and professional integrity, and how these align with the firm's mission. This will show that you're genuinely interested in being part of their team.