At a Glance
- Tasks: Help clients achieve financial goals with bespoke wealth planning and investment advice.
- Company: Leading Banking Institution with a strong reputation in financial services.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Join a dynamic team focused on innovation and customer service excellence.
- Why this job: Make a real difference in clients' lives while growing your expertise in wealth management.
- Qualifications: Must hold a Level 4 financial planning qualification and have relevant experience.
The predicted salary is between 60000 - 80000 £ per year.
A leading Banking Institution wishes to recruit senior wealth planners (and in addition team leaders) across London, Birmingham and Manchester. Wealth Planners act as trusted advisers to customers, helping them achieve their financial goals by providing wealth planning and investment advice.
The primary role of the Wealth Planner is to understand the needs and long-term goals of new and existing customers and provide them with bespoke planning and investment advice.
Overview:- Self-directed to achieve personal objectives and assist in achieving team targets for attracting new customers and investable assets.
- Deliver high quality bespoke wealth planning and investment advice, maximising value for new and existing customers, ensuring customers' investments are structured correctly to achieve established medium- and long-term goals.
- Understand the risks associated with investment products; in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended.
- Work closely with our Wealth acquisition team to transform prospects into invested customers.
- Fully utilise and engage the Wealth Planners toolset, systems and platforms, and challenge current standards to continuously improve quality.
- Engage with digital technologies, products and solutions that are relevant to the Wealth proposition and can use them to enhance the service provided to clients.
- Be able and willing to discuss markets, their issues and opportunities with prospective and existing customers.
- Maintain the highest levels of customer service and delivery.
- Act as key contact and be recognised as an expert for all Wealth products (with a focus on pensions).
- The Wealth Planner must hold a financial planning qualification with a minimum of level 4.
- The candidate will be minimum Level 4 qualified in advising on packaged products.
- Appropriate technical/product knowledge of pensions and Investment Advice in the UK.
- Satisfy the FCA criteria for an approved person both initially and ongoing.
- Have experience of controlling and monitoring risk within a client book.
- Have broad experience of the Financial Services industry, particularly in the areas of Retail regulated products/service to mass market.
Senior Wealth Planner - London employer: MW Recruitment Limited
As a leading Banking Institution, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to excel in their roles as Senior Wealth Planners. Located in the vibrant city of London, we offer competitive benefits, continuous professional development opportunities, and a collaborative environment where innovation is encouraged. Join us to make a meaningful impact on our clients' financial futures while advancing your career in a supportive and growth-oriented setting.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planner - London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to wealth planning. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in wealth planning during interviews. We want to see how you’ve helped clients achieve their financial goals and how you can do the same for us.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team.
We think you need these skills to ace Senior Wealth Planner - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Wealth Planner role. Highlight your financial planning qualifications and relevant experience in investment advice. We want to see how you can help our customers achieve their financial goals!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how your skills align with our mission. We love seeing genuine enthusiasm for helping clients succeed.
Showcase Your Expertise:Don’t hold back on showcasing your knowledge of pensions and investment products. We’re looking for someone who can engage with clients confidently, so share examples of how you've done this in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Let’s make this happen together!
How to prepare for a job interview at MW Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your financial planning qualifications and the latest trends in wealth management. Be ready to discuss specific investment products, especially pensions, and how they align with customer goals. This shows you're not just qualified but also genuinely interested in helping clients.
✨Understand the Customer
Before the interview, think about how you would approach understanding a client's needs and long-term goals. Prepare examples of how you've successfully tailored advice in the past. This will demonstrate your ability to connect with customers and provide bespoke solutions.
✨Showcase Your Risk Management Skills
Be prepared to discuss how you manage and monitor risk within a client book. Share specific instances where you've identified risks and taken steps to mitigate them. This will highlight your expertise and reassure the interviewer that you can handle their clients' investments responsibly.
✨Engage with Digital Tools
Familiarise yourself with the digital technologies and platforms relevant to wealth planning. During the interview, mention any tools you've used to enhance client service or streamline processes. This shows you're forward-thinking and ready to embrace innovation in the industry.
