At a Glance
- Tasks: Build trusted relationships and deliver tailored financial planning advice to private clients.
- Company: Respected wealth management business in Leeds with a collaborative culture.
- Benefits: Competitive salary, bonus structure, hybrid working, and generous holiday allowance.
- Other info: Outstanding career progression opportunities and full client bank provided from day one.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial planning and managing private client relationships.
The predicted salary is between 55000 - 70000 € per year.
This is an excellent opportunity for a Financial Planner or experienced Paraplanner to join a highly respected wealth management business in Leeds, supporting a broad range of private clients whilst delivering holistic financial planning advice and ongoing relationship management.
You will be responsible for building and developing trusted relationships with an existing client base, ensuring clients receive tailored financial planning advice aligned to their objectives and circumstances. This is a desk-based advice role, offering the opportunity to focus on delivering high-quality advice and service without the pressure of business development targets.
Clients will be provided to you from day one, with additional clients introduced each year to help you continue growing and developing within the business. The company also offers an outstanding development and career progression programme, with the opportunity to progress into face-to-face HNW advisory work in the future, should this align with your long-term career aspirations.
The business offers a collaborative environment with strong internal support and the opportunity to work closely with Investment Management and Professional Services colleagues. You will also benefit from hybrid working, excellent long-term career potential, and a strong overall benefits package.
- Build and develop trusted relationships with existing private clients
- Deliver holistic financial planning and wealth management advice tailored to individual client needs
- Manage and maintain ongoing client relationships through high-quality service and regular reviews
- Support clients with areas such as retirement planning, inheritance planning, investments, and tax efficiency
- Conduct annual client reviews aligned to changing client objectives and risk profiles
- Work collaboratively with Investment Management and Professional Services teams to support client relationships
- Operate within regulatory and risk management frameworks whilst maintaining excellent client outcomes
A passionate Financial Planner with proven experience managing private client relationships, strong understanding of holistic financial planning solutions and advice processes, and experience operating within a regulated financial services environment. Someone motivated by long-term development and progression within a high-quality advice business.
- Competitive bonus structure
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday allowance with option to purchase additional holiday
- Shared parental leave
- Hybrid working model
- Full client bank provided, with additional clients added each year
- Outstanding development and career progression programme
- Opportunity to progress into face-to-face HNW advisory work over time
This is a fantastic opportunity for a Financial Planner seeking a role within a highly professional and client-focused environment, offering strong support, career progression, flexibility, and the opportunity to develop towards higher-net-worth advisory work within an established and respected business.
Financial Service Planner in Leeds employer: Nigel James Associates Ltd
Join a highly respected wealth management business in Leeds as a Financial Service Planner, where you will enjoy a collaborative work culture and strong internal support. With a focus on delivering high-quality financial advice without the pressure of business development targets, you will have access to a full client bank from day one and exceptional career progression opportunities, including the potential to advance into high-net-worth advisory roles. The company also offers a competitive benefits package, including hybrid working, private medical insurance, and generous holiday allowances, making it an excellent employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Service Planner in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. Building relationships can open doors you didn’t even know existed!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and have some examples ready that showcase your skills in managing client relationships and delivering tailored financial advice.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re a great fit for their team and to keep yourself fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team at StudySmarter!
We think you need these skills to ace Financial Service Planner in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your experience in managing private client relationships and delivering holistic financial planning advice.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning and how you can contribute to our team. Mention specific examples of how you've built trusted relationships with clients in the past.
Showcase Your Regulatory Knowledge:Since this role operates within a regulated environment, it's crucial to demonstrate your understanding of compliance and risk management. Include any relevant qualifications or training that support this.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of holistic financial planning solutions. Be ready to discuss specific strategies for retirement, inheritance, and tax efficiency. This shows you’re not just familiar with the basics but can provide tailored advice.
✨Build Rapport with Your Interviewers
Since this role is all about building trusted relationships with clients, demonstrate your interpersonal skills during the interview. Engage with your interviewers, ask them questions, and show genuine interest in their experiences at the company.
✨Showcase Your Client Management Skills
Prepare examples from your past experience where you successfully managed client relationships. Highlight how you maintained high-quality service and conducted regular reviews, as this aligns perfectly with what they’re looking for.
✨Express Your Long-Term Aspirations
Talk about your career goals and how they align with the company's development programme. Mention your interest in progressing to face-to-face advisory work, as it shows you’re motivated and see a future with them.
