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For Companies At a Glance
- Tasks: Grow client relationships and contribute to revenue goals alongside a senior director.
- Company: Reputable Wealth Management business focused on personal connections.
- Benefits: Competitive salary of £90k plus revenue-linked bonuses.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience as a Financial Planner or in a similar role, with strong motivation.
- Other info: Opportunity for personal growth and building lasting client relationships.
The predicted salary is between 64800 - 108000 £ per year.
With us, it’s personal
We’re passionate about building strong and lasting relationships with our candidates – helping exceptional talent achieve their full potential with roles at some of the biggest and best companies in the world. We listen carefully and communicate every step of the way, taking time to get to know you personally as well as professionally. So we can match you with a role that fits your values and ambitions, as well as your skillset. It’s our pleasure and privilege to help you thrive.
Financial Planner
London
£90k
Overview
An reputable Wealth Management business are looking to hire a Financial Planner who is motivated to grow a client book alongside a senior director – this opportunity comes with excellent rewards including revenue link bonuses.
Responsibilities
Role involves growing a client book alongside a senior director and contributing to revenue goals.
Qualifications
Experience as a Financial Planner or in a similar wealth management role; motivation to grow client relationships; ability to work with senior leadership.
How to apply
Get in touch
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Financial Planner employer: Morris Jane Associates
Contact Detail:
Morris Jane Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Financial Planner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. We want you to shine, so think about how your values align with theirs. This will help you build a strong rapport with the interviewers and show them you're a perfect fit.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience as a Financial Planner can help grow client relationships. We suggest rehearsing with a friend or in front of a mirror to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so let’s get you that Financial Planner role together!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Be Personal: Just like we value personal connections, make sure your application reflects who you are. Share your story and what drives you in the financial planning world. This helps us see how you fit into our culture!
Tailor Your CV: Don’t just send a generic CV! Highlight your experience as a Financial Planner and any relevant achievements. Show us how your skills align with the role and the values of the company.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you plan to grow client relationships. Make it engaging and personal – we want to get to know you!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Morris Jane Associates
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial concepts and metrics. Brush up on key performance indicators relevant to wealth management and be ready to discuss how you've used them in past roles.
✨Showcase Relationship Building Skills
This role is all about growing client relationships. Prepare examples of how you've successfully built and maintained client connections in the past. Highlight your communication style and how it aligns with the company's values.
✨Align with Company Culture
Research the company’s culture and values. Be prepared to discuss how your personal values align with theirs. This will show that you’re not just a fit for the role, but also for the team and the organisation as a whole.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the company’s approach to client management and growth strategies. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
