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- Tasks: Provide holistic financial planning and enhance client relationships for 120 families.
- Company: Respected financial planning firm in Wiltshire with strong integrity and values.
- Benefits: Competitive salary up to £75,000 and hybrid working model for work-life balance.
- Why this job: Join a reputable firm and make a real difference in clients' financial lives.
- Qualifications: Experience as a Financial Adviser with strong relationship-building skills.
- Other info: Opportunity to inherit an established client bank and grow your career.
The predicted salary is between 54000 - 78000 £ per year.
A respected financial planning firm in Wiltshire seeks an experienced Financial Adviser to inherit and service an established client bank of around 120 families. This role involves providing holistic financial planning and conducting regular reviews to enhance client relationships and outcomes. With a strong emphasis on integrity and values, the firm offers a competitive salary of up to £75,000 and a hybrid working model, allowing for a perfect balance between in-office and remote work.
Senior Financial Planner | Inherit £60m AUM | Hybrid in London employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner | Inherit £60m AUM | Hybrid in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their values and client approach. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed client portfolios in the past. This will demonstrate your capability and give potential employers confidence in your skills.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Planner role, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Senior Financial Planner | Inherit £60m AUM | Hybrid in London
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your relevant experience in financial planning. We want to see how you've successfully managed client relationships and provided holistic advice in the past.
Emphasise Your Values: Since integrity and values are key for us, don’t shy away from sharing your personal values and how they align with our firm’s ethos. This will help us see if you’re a good fit!
Tailor Your Application: Take the time to tailor your application specifically for this role. Mention the established client bank and how you plan to enhance those relationships through regular reviews.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in managing assets. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past. This shows you’re not just familiar with numbers but can also apply them effectively.
✨Showcase Client Relationships
Since this role involves servicing an established client bank, be prepared to share examples of how you've built and maintained strong relationships with clients. Highlight specific strategies you've used to enhance client outcomes and satisfaction, as this will resonate well with the firm's values.
✨Emphasise Integrity and Values
This firm places a strong emphasis on integrity. During the interview, make sure to convey your own values and how they align with the company's ethos. Share stories that illustrate your commitment to ethical practices in financial planning.
✨Prepare for Hybrid Work Discussion
With a hybrid working model in place, be ready to discuss how you manage your time and productivity in both office and remote settings. Share any tools or methods you use to stay organised and maintain communication with clients and colleagues, as this will show you're adaptable and proactive.