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- Tasks: Manage a portfolio of high-net-worth clients and provide expert financial advice.
- Company: Join an award-winning, independent financial planning firm with a strong UK presence.
- Benefits: Enjoy full admin support, a transparent bonus scheme, and career development opportunities.
- Why this job: Be part of a supportive culture while making a real impact on clients' financial futures.
- Qualifications: Must have 5+ years of advising experience and Level 4 qualification; Chartered status preferred.
- Other info: Opportunity to grow your client base and participate in exciting business expansion plans.
The predicted salary is between 43200 - 72000 £ per year.
Nigel James Associates have partnered with a leading and award-winning financial planning company with multiple offices across the UK to secure an experienced Financial Planner to join their Midlands office to take over an existing portfolio of HNW clients as part of succession planning. Full admin and paraplanning support will be provided. Our client offers fully independent and holistic financial planning services.
Requirements
- To be considered for this position you must have been advising for at least 5 years plus as the clients you will be taking over are some of the top clients in the business (average investment value of around £500k plus).
- You will be Level 4 qualified as minimum and ideally have some Chartered exams under your belt, if not Chartered qualified already.
- You must be used to providing quality and technical advice to clients with complex advice needs with longer planning goals at the centre.
- You will be given 50% of a portfolio so you must have the ability to develop further clients either through existing client referrals, your own network/professional introducers and/or a client following of your own.
Why join?
This is a fantastic opportunity to join a truly independent financial planning company with a great culture and a brilliant structure in place. You will be given clients to manage which will effectively make up 50% of your validation target. An attractive basic will be on offer and transparent bonus scheme where you receive a percentage on all revenue after hitting validation. There are also further expansion plans across the wider business which you could be part of offering further career scope and development.
Senior Financial Planner employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working with high-net-worth clients. Attend industry events and seminars to make connections that could lead to referrals or introductions.
✨Tip Number 2
Showcase your expertise by sharing insights on financial planning through social media or professional platforms like LinkedIn. This can help you establish credibility and attract potential clients who may be looking for a knowledgeable planner.
✨Tip Number 3
Consider reaching out to existing clients of the firm you’re applying to, if possible, to understand their needs and expectations. This will not only prepare you for the role but also demonstrate your proactive approach during interviews.
✨Tip Number 4
Familiarise yourself with the specific services and values of the financial planning company you’re applying to. Tailor your discussions around how your experience aligns with their approach to client management and holistic financial planning.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially your work with high-net-worth clients. Emphasise your Level 4 qualification and any Chartered exams you've completed.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to provide quality advice. Mention specific examples of how you've successfully managed client portfolios and developed new business.
Highlight Relevant Experience: In your application, focus on your experience advising clients with complex needs. Detail your approach to long-term planning and how you've achieved successful outcomes for your clients.
Showcase Your Network: Discuss your ability to develop new clients through referrals and your professional network. This is crucial for the role, so provide examples of how you've built relationships that led to new business opportunities.
How to prepare for a job interview at Nigel James Associates Ltd
✨Showcase Your Experience
Make sure to highlight your 5+ years of advising experience during the interview. Discuss specific cases where you've successfully managed high-net-worth clients and provided complex financial advice, as this will demonstrate your capability to handle the existing portfolio.
✨Emphasise Your Qualifications
Be prepared to discuss your Level 4 qualification and any Chartered exams you have completed. This is crucial for establishing your credibility and expertise in financial planning, especially when dealing with clients who have significant investments.
✨Demonstrate Client Development Skills
Since you'll need to develop further clients, share examples of how you've successfully built client relationships in the past. Talk about your strategies for gaining referrals and expanding your network, as this will show your proactive approach to client acquisition.
✨Understand the Company Culture
Research the company's values and culture before the interview. Be ready to explain why you want to join their independent financial planning firm and how you align with their holistic approach to client service. This will help you connect with the interviewers on a personal level.