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- Tasks: Join a dynamic team to provide tailored financial advice to high net worth clients.
- Company: Be part of a well-established Wealth Management practice in Leicester.
- Benefits: Enjoy a supportive work environment with opportunities for networking and professional growth.
- Why this job: Make a real impact by building long-term client relationships and enhancing financial futures.
- Qualifications: Experience in Wealth Management, Level 4 Diploma, and strong communication skills required.
- Other info: Ideal for those seeking to develop their career towards Chartered status.
The predicted salary is between 43200 - 72000 £ per year.
NJR is currently working with a very well-established Wealth Management practice who provide bespoke advice to Private Clients, Business Owners, Trustees, and professionals. They now have an excellent opportunity for an experienced and talented Financial Planner to join their growing and thriving organisation.
Working from their office based in Leicester, you will be responsible for servicing a Client bank of high net worth individuals by providing holistic advice as well as developing long-term client relationships and new private client business opportunities through networking and referrals. This includes developing financial plans for prospective or existing clients and providing them with the appropriate advice, financial products, and investments.
Responsibilities:
- The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service.
- Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible, and strengthening client relationships.
- Increase income for the business by converting new leads and business opportunities.
- Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking.
- Consistently comply with legislative, financial, procedural, and quality requirements.
- Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets.
Requirements:
- Proven experience in a client-facing Wealth Management or Financial Planning role.
- Diploma qualified to Level 4 and ideally working towards Chartered status.
- Consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena.
- Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards.
- Strong communication and presentation skills with the ability to plan and prioritise workloads.
- Attention to detail.
- A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena.
- Strong product, market, and technical knowledge. IT literate (Excel, Word, PowerPoint, etc).
For more information please contact one of our specialist consultants quoting REF: NJR15703.
FINANCIAL PLANNER , EMPLOYED employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL PLANNER , EMPLOYED
✨Tip Number 1
Networking is key in the financial planning industry. Attend local business events, seminars, and workshops to meet potential clients and other professionals. Building relationships in person can lead to referrals and new opportunities.
✨Tip Number 2
Stay updated on market trends and financial products. This knowledge will not only boost your confidence but also help you provide informed advice to clients. Consider subscribing to financial news outlets or joining relevant online forums.
✨Tip Number 3
Showcase your expertise by offering free workshops or webinars on financial planning topics. This not only positions you as a knowledgeable professional but also allows you to connect with potential clients who may seek your services.
✨Tip Number 4
Leverage social media platforms like LinkedIn to build your professional brand. Share insights, articles, and success stories related to financial planning to attract attention from high net worth individuals looking for guidance.
We think you need these skills to ace FINANCIAL PLANNER , EMPLOYED
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and financial planning. Emphasise your client-facing roles and any achievements that demonstrate your ability to develop successful business relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the industry. Mention specific skills that align with the job description, such as your ability to provide holistic advice and develop long-term client relationships.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Diploma Level 4 and any progress towards Chartered status. This will show your commitment to professional development and compliance within the financial sector.
Showcase Networking Skills: In your application, mention any previous networking experiences or strategies you've used to build client relationships. This is crucial for the role, so demonstrating your proactive approach can set you apart from other candidates.
How to prepare for a job interview at NJR Recruitment Ltd
✨Showcase Your Client Relationship Skills
As a Financial Planner, your ability to build and maintain relationships is crucial. Be prepared to discuss specific examples of how you've successfully developed client relationships in the past, particularly with high net worth individuals.
✨Demonstrate Your Technical Knowledge
Make sure you brush up on your financial products and market knowledge. Be ready to explain complex financial concepts clearly and concisely, as this will showcase your expertise and ability to communicate effectively with clients.
✨Highlight Your Networking Experience
Networking is key in this role. Share your experiences of how you've successfully generated leads and referrals through networking. Discuss any strategies you've used to maintain a high profile in the local business community.
✨Prepare for Compliance Questions
Given the importance of adhering to regulatory standards, be prepared to answer questions about compliance. Familiarise yourself with relevant legislation and be ready to discuss how you ensure compliance in your financial planning practice.
