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- Tasks: Provide bespoke wealth planning and investment advice to help clients achieve their financial goals.
- Company: Join a leading banking institution with a strong reputation in wealth management.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- 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 experience in the financial services industry.
- Other info: Dynamic team environment with a focus on innovation and customer service excellence.
The predicted salary is between 36000 - 60000 £ 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.
- 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).
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/Manchester/Birmingham employer: MW Recruitment Limited
Contact Detail:
MW Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner - London/Manchester/Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You need to be able to sell yourself in a few sentences. Think about your unique skills and experiences that make you the perfect fit for a Senior Wealth Planner role. We recommend rehearsing with friends or in front of a mirror until you feel confident.
✨Tip Number 3
Research the company! Before any interview, dive deep into the institution’s values, recent news, and their approach to wealth planning. This will help you tailor your answers and show that you’re genuinely interested. We want you to stand out from the crowd!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive roles listed there. So, don’t miss out – get your application in and let’s get you that dream job!
We think you need these skills to ace Senior Wealth Planner - London/Manchester/Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of a Senior Wealth Planner. Highlight your financial planning qualifications and experience in advising on pensions and investment products. 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. Don’t forget to mention your experience in delivering bespoke advice and maintaining high customer service standards.
Showcase Your Technical Knowledge: We’re looking for candidates who understand the ins and outs of investment products and risk management. Make sure to include specific examples of how you've successfully navigated these areas in your previous roles. This will show us you’re the expert we need!
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 keep track of it. Plus, you’ll get to see all the exciting opportunities we have at StudySmarter!
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 pensions and investment products in detail, as this will show your expertise and confidence in the field.
✨Understand Customer Needs
Prepare to demonstrate how you can identify and understand the long-term goals of clients. Think of examples from your past experience where you successfully tailored advice to meet specific customer needs, as this will highlight your ability to provide bespoke solutions.
✨Engage with Digital Tools
Familiarise yourself with the digital technologies and platforms relevant to wealth planning. Be ready to discuss how you’ve used these tools in previous roles to enhance client service and improve efficiency, as this shows you’re forward-thinking and tech-savvy.
✨Showcase Your Risk Management Skills
Be prepared to talk about your experience in controlling and monitoring risk within a client book. Share specific examples of how you've assessed customer attitudes to risk and made suitable recommendations, as this is crucial for the role.
