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For Companies At a Glance
- Tasks: Engage with clients, present financial options, and conduct annual reviews.
- Company: Join a respected wealth management firm with a strong client base.
- Benefits: Enjoy private healthcare, life assurance, 26 days leave, and two paid volunteering days.
- Why this job: Step into a ready-made client book and contribute to a growing firm.
- Qualifications: Must be Level 6 qualified with at least 5 years of experience.
- Other info: Opportunity to inherit ~70 established client relationships.
The predicted salary is between 68000 - 85000 £ per year.
Location: Egham
Role Type: Employed, Full-Time
Salary: £80,000 - £100,000 + Bonus
Are you a Chartered Financial Adviser seeking a high-quality client bank and a stable, long-term opportunity with outstanding earning potential? NJR Recruitment is currently supporting a highly respected wealth management firm in their search for an experienced Chartered Adviser to take over the client base of a retiring adviser. This is a rare opportunity to step into a ready-made book of loyal, long-standing clients.
What’s on Offer:
- Inheritance of ~70 established client relationships ranging from medium to ultra-high net worth
- Dedicated paraplanning and administrative support
- Clear and transparent bonus structure for retention and new business
- Access to cutting-edge technology including client engagement tools
- Private healthcare, life assurance, 26 days annual leave (including birthday off), and enhanced parental benefits
- Two paid volunteering days annually to support causes close to your heart
Duties will include:
- Speaking to clients in person, through video calls and telephone
- Conduct thorough fact finds
- Present financial options to clients
- Work with the paraplanning and compliance teams
- Conduct annual reviews
Who We’re Looking For:
- Level 6 qualified (Chartered Financial Planner status essential)
- At least 5 years’ experience delivering holistic financial advice
- Proven ability to manage and grow client relationships across all wealth levels
- Empathetic and client-focused, with strong interpersonal and technical skills
- Experienced with estate planning, pensions, tax-efficient strategies, and cash flow modelling
This role is ideal for a driven adviser looking to build on a trusted legacy while contributing to a forward-thinking firm with ambitious growth plans.
To express your interest or find out more confidentially, contact NJR Recruitment quoting NJR15782.
Senior Wealth Planner employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with other Chartered Financial Planners. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Research the firm thoroughly. Understand their values, client base, and the technology they use. This knowledge will allow you to tailor your conversations during interviews and demonstrate your genuine interest in their operations.
✨Tip Number 3
Prepare to discuss your experience with managing client relationships. Be ready to share specific examples of how you've successfully grown client portfolios and provided holistic financial advice, as this is crucial for the role.
✨Tip Number 4
Showcase your understanding of current market trends and regulatory changes in wealth management. Being knowledgeable about these topics will position you as a well-informed candidate who can add value to the firm.
We think you need these skills to ace Senior Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Adviser, focusing on your ability to manage and grow client relationships. Include specific examples of your work with high net worth clients and any relevant qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention your experience in estate planning, pensions, and tax-efficient strategies, and explain why you are the perfect fit for this opportunity.
Highlight Relevant Skills: In your application, emphasise your interpersonal skills and your empathetic approach to client relationships. Discuss your technical skills and how they have contributed to your success in delivering holistic financial advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which is crucial in the wealth management industry.
How to prepare for a job interview at NJR Recruitment
✨Know Your Client Base
Familiarise yourself with the types of clients you will be inheriting. Understand their needs and preferences, as well as the firm's approach to client relationships. This will help you demonstrate your readiness to take over and build on existing relationships.
✨Showcase Your Expertise
Be prepared to discuss your qualifications and experience in detail, especially your Level 6 Chartered Financial Planner status. Highlight specific examples of how you've successfully managed and grown client relationships in the past.
✨Demonstrate Empathy and Communication Skills
Since this role requires strong interpersonal skills, practice articulating your approach to client interactions. Be ready to share how you handle difficult conversations and ensure clients feel valued and understood.
✨Prepare for Technical Questions
Expect questions related to estate planning, pensions, tax-efficient strategies, and cash flow modelling. Brush up on these topics and be ready to provide insights or case studies that showcase your technical knowledge and problem-solving abilities.
