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For Companies At a Glance
- Tasks: Manage relationships with high-net-worth clients and craft bespoke financial plans.
- Company: Join a prestigious Wealth Management firm in London known for technical excellence.
- Benefits: Enjoy a competitive salary, flexible working arrangements, and access to cutting-edge tools.
- Why this job: Step into an established client base and thrive in a collaborative, innovative culture.
- Qualifications: A Level 4 Diploma in Financial Planning; strong expertise in pensions and investments required.
- Other info: Located in central London with excellent transport links.
The predicted salary is between 66000 - 77000 £ per year.
\”Shape the Future of Wealth Management While Managing a Thriving Client Base\”
Are you a highly technical Financial Planner looking for an exceptional opportunity to manage an established client base? A prestigious Wealth Management firm based in London is seeking a skilled and analytical professional to join their expert team. This role offers an exciting blend of client relationship management and technical planning in a dynamic and supportive environment.
Competitive salary of up to £110,000, dependent on experience.
Flexible working arrangements to support a healthy work-life balance.
Access to cutting-edge tools and resources to enhance client outcomes.
Why This Opportunity Stands Out:
- Established Client Base: Step into a ready-made portfolio of high-net-worth clients who value expert guidance and long-term partnership.
- Technical Excellence: Join a firm renowned for its meticulous approach to financial planning, where quality advice and compliance excellence are paramount.
- Professional Development: Thrive in a collaborative culture that supports growth through continuous learning and encourages innovation in wealth management strategies.
- Central London Location: Work in a prime London location, combining prestigious surroundings with excellent transport links.
The Role:
- This is a key role for a technically adept Financial Planner who thrives on delivering high-quality, compliant advice. Responsibilities include:
- Managing and nurturing relationships with an established portfolio of clients, ensuring their financial planning needs are met with precision and care.
- Crafting bespoke financial plans tailored to clients\’ individual goals and circumstances, covering pensions, investments, and estate planning.
- Keeping up to date with the latest regulatory changes and financial planning strategies to provide the best advice possible.
- Collaborating with an experienced support team to ensure seamless service delivery.
Who You Are:
- A Level 4 Diploma-qualified Financial Planner, ideally working towards Chartered status.
- Strong technical expertise in pensions, investments, and tax-efficient planning.
- Exceptional communication and relationship management skills, with a genuine passion for client care.
- Analytical and detail-oriented, with the ability to distill complex information into clear, actionable advice.
If you’re ready to advance your career in a firm where technical excellence and client-centric values are at the heart of everything they do, we’d love to hear from you.
Apply today to explore this exciting opportunity!
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Financial Planner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Research the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and regulatory changes will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients. Be ready to share specific examples of how you've successfully managed client relationships and crafted tailored financial plans that meet their unique needs.
✨Tip Number 4
Familiarise yourself with the firm's values and mission. Understanding what they prioritise in client care and technical excellence will allow you to align your responses and demonstrate that you're a great fit for their team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 4 Diploma and any progress towards Chartered status. Emphasise your technical expertise in pensions, investments, and tax-efficient planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client care and your analytical skills. Mention specific experiences where you successfully managed client relationships or crafted bespoke financial plans.
Highlight Relevant Experience: In your application, focus on your previous roles that involved managing high-net-worth clients. Provide examples of how you kept up to date with regulatory changes and how this benefited your clients.
Showcase Communication Skills: Since exceptional communication is key for this role, include examples of how you've effectively communicated complex financial information to clients in the past. This will demonstrate your ability to distill complex information into clear advice.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Technical Expertise
As a Financial Planner, it's crucial to demonstrate your technical knowledge during the interview. Be prepared to discuss your experience with pensions, investments, and tax-efficient planning. Use specific examples from your past work to illustrate your expertise.
✨Emphasise Client Relationship Management
This role involves managing an established client base, so highlight your relationship management skills. Share stories that showcase your ability to nurture client relationships and provide exceptional service, as this will resonate well with the interviewers.
✨Stay Updated on Regulatory Changes
The financial landscape is constantly evolving, so it's important to show that you are proactive in keeping up with regulatory changes and industry trends. Mention any recent developments you've followed and how they could impact your approach to financial planning.
✨Prepare Questions About Professional Development
Since the firm values continuous learning and innovation, come prepared with questions about their professional development opportunities. This shows your commitment to growth and aligns with their culture of supporting employee advancement.
