At a Glance
- Tasks: Provide bespoke wealth planning and investment advice to help clients achieve their financial goals.
- 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 by guiding them through their financial journeys.
- Qualifications: Must hold a Level 4 financial planning qualification and have relevant industry experience.
The predicted salary is between 59400 - 72600 £ per year.
A leading Banking Institution wish to recruit senior wealth planners (and in addition team leaders) across London, Birmingham and Manchester.
Wealth Planners acts as a trusted adviser 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 of 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 to 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)
Essential Skills/Basic Qualifications
- 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 and Manchester employer: MW Recruitment Limited
MW Recruitment Limited offers a dynamic and supportive work environment for Senior Lending Documentation Specialists, where your expertise in credit documentation will be valued and nurtured. Located in the heart of London, the company promotes a culture of collaboration and professional growth, providing ample opportunities for career advancement and skill development within an established international bank. Enjoy competitive benefits and the chance to work alongside industry leaders in a vibrant city known for its financial prowess.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planner - London and Manchester
✨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 MW Recruitment Limited. 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 Senior Wealth Planner - London and Manchester
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 MW Recruitment Limited.
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 MW Recruitment Limited'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 MW Recruitment Limited
✨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 MW Recruitment Limited.
✨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 MW Recruitment Limited 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 MW Recruitment Limited 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.
