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- Tasks: Join a dynamic team as a Financial Planner, advising high-net-worth clients.
- Company: Be part of a leading Wealth Management firm with a modern approach to financial advice.
- Benefits: Enjoy a competitive salary, bonuses, enhanced pension, and hybrid working options.
- Why this job: This role offers growth opportunities, client leads, and full support for your professional development.
- Qualifications: You need 3+ years of advice experience and a track record in business development.
- Other info: Apply now to take your career to the next level!
The predicted salary is between 36000 - 60000 £ per year.
Recruit UK has an exciting opportunity with a highly respected Wealth Management company looking for a Financial Planner to join their team in Leeds. Drawing on their impressive history, this company has embraced a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market. They will provide you with HNW client leads and will support you with business development to help you expand your client base. You will also receive full paraplanning and administrative support.
What’s in it for you?
- Highly Competitive Salary OTE £100k+
- Attractive bonuses
- Excellent benefits – Enhanced Pension, PMI, Protection
- Full Paraplanning and Administration support
- Support with professional development
- Clear routes to progress internally
- Hybrid working
What they are looking for:
- 3+ years of advice experience
- Enroute to Chartered
- Track record advising HNW clients
- Proven business development skills
Get in touch or apply online to find out more!
Financial Planner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ 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, especially those who have experience as Financial Planners. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in financial planning and high-net-worth (HNW) client management. Being knowledgeable about current market conditions and innovative strategies will help you stand out during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your previous successes in business development and how you've effectively built relationships with HNW clients. Use specific examples that demonstrate your skills and results to show you’re a perfect fit for their needs.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your personal approach to financial planning aligns with their modern philosophy, showcasing your enthusiasm for contributing to their success.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially your track record with high-net-worth clients. Use specific examples to demonstrate your business development skills and any relevant qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's modern approach. Mention how your experience aligns with their needs and express your enthusiasm for the opportunity.
Highlight Relevant Qualifications: If you are on the path to becoming Chartered, make sure to mention this in your application. Include any certifications or training that are relevant to the role, as this will show your commitment to professional development.
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, which is crucial in the financial planning industry.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Experience
Make sure to highlight your 3+ years of advice experience during the interview. Be prepared to discuss specific cases where you've successfully advised high-net-worth clients, as this will demonstrate your capability and expertise in the field.
✨Demonstrate Business Development Skills
Since the role requires proven business development skills, come equipped with examples of how you've successfully expanded your client base in previous positions. Discuss strategies you used and the results you achieved to show your proactive approach.
✨Emphasise Your Professional Development
Talk about your journey towards becoming Chartered and any relevant qualifications you are pursuing. This shows your commitment to professional growth and aligns with the company's support for development.
✨Prepare Questions About the Company
Research the company’s modern approach to financial advice and prepare insightful questions. This not only shows your interest in the role but also helps you assess if the company culture aligns with your values.
