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- Tasks: Provide holistic financial planning and build long-term client relationships.
- Company: Nationally recognised wealth management firm in Greater London.
- Benefits: Competitive salary up to £80,000, bonuses, generous holidays, and matched pension contributions.
- Why this job: Inherit a loyal client bank and thrive in a supportive environment.
- Qualifications: Level 4 qualifications and proven track record in wealth management.
- Other info: Enjoy a hybrid work model with excellent career growth opportunities.
The predicted salary is between 48000 - 80000 £ per year.
A nationally recognised wealth management firm in Greater London seeks a qualified Financial Planner to inherit an established client bank. This role offers a competitive salary of up to £80,000 plus bonus, with full support in planning and administration. You will provide holistic financial planning and build long-term relationships in a supportive environment.
Ideal candidates will possess Level 4 qualifications and a proven track record in wealth management. Benefits include generous holidays and matched pension contributions.
Wealth Planner: Inherit a Loyal Client Bank (Hybrid) employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner: Inherit a Loyal Client Bank (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector 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 by practising common questions and scenarios specific to wealth planning. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in wealth management to interviews. This could be case studies or even testimonials from satisfied clients that highlight your skills and achievements.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Wealth Planner: Inherit a Loyal Client Bank (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and any relevant experience in wealth management. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our supportive environment. Keep it personal and engaging – we love a good story!
Showcase Your Client Relationship Skills: Since this role involves inheriting a loyal client bank, it’s crucial to demonstrate your ability to build long-term relationships. Share examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of 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
Make sure you’re up to speed with the latest financial trends and statistics relevant to wealth management. Brush up on your knowledge of investment strategies, tax implications, and retirement planning. This will show that you’re not just qualified but also passionate about the field.
✨Showcase Your Client Relationship Skills
Since this role involves inheriting a loyal client bank, be prepared to discuss how you’ve built and maintained long-term relationships in the past. Share specific examples of how you’ve provided value to clients and resolved their concerns, demonstrating your commitment to holistic financial planning.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm’s culture, support systems, and growth opportunities. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals.
✨Dress the Part
Even though it’s a hybrid role, first impressions matter. Dress professionally for the interview, as it reflects your seriousness about the position. A smart appearance can set a positive tone and help you feel more confident during the conversation.
