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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and build new business relationships.
- Company: Join a leading UK wealth manager known for prioritising clients and employees.
- Benefits: Enjoy a six-figure salary, bonuses, and excellent corporate perks.
- Other info: Full admin and paraplanning support provided to help you succeed.
- Why this job: This role offers great earnings potential and a chance to make a real impact.
- Qualifications: Chartered qualification preferred; Level 4 with progress towards Chartered is acceptable.
The predicted salary is between 43200 - 72000 £ per year.
Nigel James Associates are collaborating with a top UK wealth manager to secure an experienced Financial Planner to join their Bristol office. The role will be to take over a proportion of an existing client portfolio of HNW clients whilst proactively building out the book. Full Admin and Paraplanning support will be provided. This would be a senior hire for the team/business and looking for somebody with gravitas that is used to working with HNW clients (min £500k investments with the average investment hovering around £1m).
Requirements
- You will be an established and experienced Financial Planner who is used to working with HNW clients.
- You should have the proven ability to secure new business through internal stakeholder relationships and externally through networking and professional introducer relationships.
- You will be Chartered qualified given the nature of the clients you will receive. However, our client is not adverse to considering someone who has a minimum Level 4 qualification and is on their way to Chartered, having already completed some AF exams.
Why Join?
The package on offer is a £six figure basic and bonus which is based on total client revenue (new and existing fees) as well as corporate benefits. This is an exciting opportunity for an experienced Financial Planner to settle in and establish themselves in a company which puts both clients and their employees at the forefront of their strategic planning whilst also providing great earnings and career potential.
What Next?
Please apply below or alternatively contact one of our team at Nigel James Associates to find out more.
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 strategically within the financial services industry. Attend events and seminars where you can meet other professionals who work with high-net-worth clients. Building relationships with these individuals can lead to referrals and new business opportunities.
✨Tip Number 2
Leverage your existing connections to gain introductions to potential clients. Reach out to former colleagues, clients, or industry contacts who may know HNW individuals looking for financial planning services. A warm introduction can significantly increase your chances of securing new business.
✨Tip Number 3
Showcase your expertise by sharing insights on financial planning through social media or professional platforms like LinkedIn. Regularly post articles or updates that demonstrate your knowledge and experience in managing HNW portfolios, which can attract attention from potential clients and employers.
✨Tip Number 4
Consider joining professional associations related to wealth management and financial planning. Being an active member can enhance your credibility and provide access to exclusive networking opportunities, which are crucial for building relationships with HNW clients.
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 with high-net-worth (HNW) clients. Include specific examples of how you've successfully managed portfolios and secured new business, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, emphasise your Chartered qualifications or your progress towards them. Discuss your networking skills and how you've built relationships with professional introducers, as this will demonstrate your ability to grow the client portfolio.
Showcase Relevant Achievements: Include quantifiable achievements in your application, such as the size of portfolios you've managed or the percentage growth you've achieved. This will help illustrate your capability to handle HNW clients effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is essential in financial planning.
How to prepare for a job interview at Nigel James Associates Ltd
✨Showcase Your Experience with HNW Clients
Make sure to highlight your experience working with high-net-worth clients during the interview. Share specific examples of how you've successfully managed their portfolios and built strong relationships, as this will demonstrate your suitability for the role.
✨Demonstrate Your Networking Skills
Since securing new business through networking is crucial, be prepared to discuss your strategies for building professional relationships. Mention any successful partnerships or introductions you've made in the past that have led to new business opportunities.
✨Prepare for Technical Questions
As a Senior Financial Planner, you should expect technical questions related to financial planning and investment strategies. Brush up on your knowledge of current market trends and be ready to discuss how you would approach various client scenarios.
✨Exude Gravitas and Confidence
Given the seniority of the position, it's important to convey confidence and professionalism throughout the interview. Practice your body language, maintain eye contact, and speak clearly to ensure you come across as a credible and trustworthy candidate.