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For Companies At a Glance
- Tasks: Manage high-net-worth clients and drive new business opportunities.
- Company: Join a respected financial services organisation in Leeds.
- Benefits: Enjoy a competitive salary, generous pension, and private medical insurance.
- Why this job: Take a significant career step in a client-focused, integrity-driven firm.
- Qualifications: Must be a Chartered Financial Planner with 7+ years of experience.
- Other info: Opportunity to inherit a client base from a retiring Director.
The predicted salary is between 60000 - 140000 £ per year.
Our client, a highly respected and established financial services organisation, is seeking an experienced Chartered Financial Planner to join their team in Leeds at Director level. This role offers the opportunity to take over a significant client base from a retiring Director while also contributing to business growth. The ideal candidate will have a strong background in wealth management, a track record of working with high-net-worth clients, and the ambition to drive new client relationships forward.
The Role
- Manage and develop an existing portfolio of high-net-worth clients, ensuring exemplary service and financial planning advice.
- Drive new business opportunities through proactive relationship building and professional networking.
- Provide expert advice on a range of financial planning areas, including investment management, inheritance tax planning, business relief, EIS, VCTs, complex trusts, SIPP, and SSAS.
- Work closely with internal teams to deliver tailored financial solutions that meet clients' specific needs and objectives.
Candidate Profile
- Chartered Financial Planner with a minimum of 7 years' experience in a similar role.
- Proven track record of advising clients with £1-3M+ in Assets Under Management (AUM), with preference for those accustomed to working at higher levels.
- Strong knowledge of financial markets and investment strategies.
- Confident in developing new business and ideally bringing across an existing client book over time, though this is not an essential requirement.
- Exceptional interpersonal and relationship management skills.
Compensation & Benefits
- Competitive salary ranging from £60,000 to £140,000, dependent on experience and client base.
- Outstanding benefits package including:
- Up to 12% pension contribution
- Income Protection & Private Medical Insurance (PMI)
- Share incentives
- Discretionary annual bonus
This is an exceptional opportunity for an ambitious and client-focused Financial Planner to take a significant step in their career within a firm that values expertise, integrity, and client-centric service. If you have the experience and drive to succeed in this role, we’d love to hear from you.
Chartered Financial Planner employer: MB Fitzgerald
Contact Detail:
MB Fitzgerald Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network actively within the financial services community in Leeds. Attend local industry events, seminars, and workshops to meet potential clients and other professionals who can refer you to high-net-worth individuals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in wealth management. Share insightful articles, engage with industry discussions, and connect with potential clients to build your professional presence.
✨Tip Number 3
Consider reaching out to existing contacts who may know of opportunities or can introduce you to decision-makers in financial firms. Personal referrals can significantly enhance your chances of landing a role.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and investment strategies will help you stand out during interviews and discussions with potential employers.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Planner, particularly your work with high-net-worth clients and any relevant qualifications. Use specific examples to demonstrate your track record in wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and how you can contribute to the company's growth. Mention your experience in managing client portfolios and your ability to build new business relationships.
Highlight Relevant Skills: In your application, emphasise your knowledge of financial markets, investment strategies, and your interpersonal skills. These are crucial for the role and should be clearly articulated.
Showcase Your Achievements: Include quantifiable achievements in your application, such as the size of the client base you've managed or specific successes in driving new business. This will help demonstrate your capability and fit for the role.
How to prepare for a job interview at MB Fitzgerald
✨Showcase Your Expertise
Be prepared to discuss your experience in wealth management and your track record with high-net-worth clients. Highlight specific examples of how you've successfully managed portfolios and provided tailored financial advice.
✨Demonstrate Relationship Building Skills
Since the role involves driving new business opportunities, be ready to share your strategies for building and maintaining client relationships. Discuss any networking events or professional associations you are part of that have helped you grow your client base.
✨Understand Financial Products Thoroughly
Familiarise yourself with the various financial planning areas mentioned in the job description, such as investment management and inheritance tax planning. Be prepared to answer technical questions and provide insights on how these products can benefit clients.
✨Align with Company Values
Research the company’s values and culture. During the interview, express how your personal values align with theirs, particularly regarding integrity and client-centric service. This will show that you are not only a fit for the role but also for the organisation.
