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- Tasks: Lead a team of financial advisers while managing high-net-worth clients and securing new business.
- Company: Join a dynamic wealth management firm known for its professional approach and commitment to improvement.
- Benefits: Enjoy a competitive six-figure salary, performance bonuses, and corporate perks.
- Why this job: Shape the future of financial advice in a collaborative environment with inspiring leadership.
- Qualifications: Chartered qualified or AF exams, experienced in managing HNW & UHNW clients.
- Other info: Opportunity to bring clients and discuss further remuneration potential.
The predicted salary is between 43200 - 72000 £ per year.
Nigel James Associates are partnered with a medium sized wealth management company to secure a highly experienced Financial Planner to join their London office. Our client is looking for a seasoned practitioner who is either currently undertaking a player/manager position or alternatively a very experienced practitioner who is looking to take the next step in managing and mentoring a team of high performing Advisers. Alongside these responsibilities this role would see you leading by example by advising, whilst also demonstrating the ability to secure new business.
Requirements
- Chartered qualified or at the very least have a few AF exams
- Established in your career
- Have experience in managing HNW & UHNW clients
- Have a positive and inspiring mindset
- Have gravitas and be able to lead by example
- Be personable and approachable
- Have the ability to manage all levels of seniority within your team and be able to modify your approach accordingly
- Have the proven ability to bring in new business via your own networks and internal stakeholders
- Want to motivate your team and work in a collaborative environment
Why Join?
Our client is extremely professional in their approach and always look for ways to improve the way they work and deliver advice. You would be joining an incredible company to work for and help shape the way they do this. They will pay a highly six figure basic salary for the right person alongside both personal and team based performance bonus and corporate benefits. If you wanted to bring any clients with you once you are outside of restrictions then a further conversation could also be had around remuneration potential, however, this is not a prerequisite for the role.
What Next?
If you are interested in hearing more then please apply below with a CV or alternatively contact one of our team at Nigel James Associates.
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Team Leader
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, webinars, and conferences to connect with professionals who may have insights or leads on opportunities at companies like ours.
✨Tip Number 2
Showcase your leadership skills by engaging in discussions on platforms like LinkedIn. Share your experiences in managing teams and mentoring others, as this will highlight your suitability for a player/manager role.
✨Tip Number 3
Demonstrate your ability to secure new business by sharing success stories from your previous roles. This could be through case studies or testimonials that illustrate your impact on client acquisition and retention.
✨Tip Number 4
Research our company culture and values thoroughly. Tailor your conversations and networking efforts to align with what we stand for, showing that you are not just a fit for the role but also for our team.
We think you need these skills to ace Financial Planning Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, particularly any leadership roles or team management experience. Emphasise your qualifications, such as being chartered or having AF exams, and showcase your ability to manage high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your leadership style and how you inspire and motivate teams. Mention specific examples of how you've secured new business and managed client relationships.
Showcase Relevant Experience: When detailing your work history, focus on achievements that demonstrate your ability to lead by example and mentor others. Highlight any experience you have in a player/manager role and your success in bringing in new business.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. Ensure that your writing is clear and professional, reflecting the high standards expected in the financial services industry.
How to prepare for a job interview at Nigel James Associates Ltd
✨Showcase Your Leadership Skills
As a Financial Planning Team Leader, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams in the past, highlighting your mentoring style and how you've inspired others to achieve their goals.
✨Demonstrate Your Client Management Experience
Be ready to discuss your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Share specific instances where you've built strong relationships and secured new business, as this will show your capability to manage and grow client portfolios.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to adapt your approach. Think about situations where you've had to modify your management style to suit different team members or client needs, and be prepared to share these experiences.
✨Exude Positivity and Approachability
Your mindset and approachability are key traits for this role. During the interview, maintain a positive attitude and engage with your interviewers in a personable manner. This will help convey your ability to motivate and collaborate with your future team.