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- Tasks: Manage client portfolios and drive new business growth in a dynamic wealth management firm.
- Company: Highly regarded Wealth Management firm with exciting growth initiatives.
- Benefits: Competitive salary, team-based bonuses, and opportunities for professional development.
- Why this job: Be at the forefront of business growth and make a tangible impact.
- Qualifications: Experienced Financial Planner with strong client management skills.
- Other info: Hybrid working environment with a focus on collaboration and innovation.
The predicted salary is between 78000 - 104000 £ per year.
We are partnering with a highly regarded Wealth Management firm to recruit a Senior Financial Planner. This is an exciting opportunity to take a leading role in the business, managing an existing client base while also driving new business growth.
With several acquisitions underway, the firm is introducing a new initiative for advisers to take the lead on following up new leads, generating new business, and shaping the growth strategy. This is a unique opportunity to be at the forefront of the business and make a tangible impact.
Key Responsibilities- Manage and develop an existing client portfolio, providing holistic financial advice
- Take ownership of new business development opportunities, following up leads and converting prospects
- Work collaboratively with a team of advisers and support staff to deliver exceptional client service
- Contribute to the growth strategy of the business and support new initiatives
- Ensure compliance with all regulatory and internal processes
- Experienced Financial Planner with a strong track record of managing and growing client portfolios
- Motivated to drive new business and take ownership of growth initiatives
- Strong interpersonal and communication skills, able to build and maintain client relationships
- Solutions-focused, proactive, and capable of working independently and within a team environment
- Comfortable operating in a hybrid working environment
This is a rare opportunity for a Senior Financial Planner to play a central role in a growing and ambitious Wealth Management business. Please contact us for a confidential discussion about this opportunity.
Senior Financial Planner in Sussex employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner in Sussex
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Senior Financial Planner role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through social media or blogs. This not only highlights your knowledge but also attracts potential clients and employers to you.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨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 are proactive about their job search!
We think you need these skills to ace Senior Financial Planner in Sussex
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planner role. Highlight your experience in managing client portfolios and driving new business growth, as these are key aspects of the job.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed client relationships and contributed to business growth in the past.
Showcase Your Interpersonal Skills: Since strong communication skills are essential, make sure to highlight any relevant experiences where you've built and maintained client relationships. We want to see how you connect with clients!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your financial acumen. Brush up on key metrics and figures relevant to the firm’s portfolio. Be ready to discuss how you've successfully managed client portfolios in the past and the strategies you used to grow them.
✨Showcase Your Business Development Skills
This role involves driving new business growth, so come prepared with examples of how you've successfully converted leads into clients. Think about specific initiatives you've led or contributed to that resulted in tangible growth for your previous employers.
✨Emphasise Team Collaboration
The job requires working closely with a team of advisers and support staff. Be ready to share experiences where you’ve collaborated effectively with others. Highlight your interpersonal skills and how they’ve helped you build strong relationships within a team setting.
✨Understand the Firm's Growth Strategy
Research the firm’s recent acquisitions and initiatives. Show that you’re not just interested in the role but also in how you can contribute to their growth strategy. Prepare thoughtful questions that reflect your understanding of their business model and how you can help shape it.
