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- Tasks: Manage and grow a high-net-worth client bank while providing independent financial advice.
- Company: Join one of the largest IFA firms in the UK with a strong reputation.
- Benefits: Earn up to £80k, plus bonuses and flexible working options.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Diploma (Dip PFS) or equivalent and at least 2 years HNW client servicing experience.
- Other info: Enjoy full support from paraplanning and administration teams.
The predicted salary is between 48000 - 80000 £ per year.
Recruit UK is currently working with one of the largest IFA firms in the UK to fill a Financial Planner role. This opportunity includes a client bank with over 100 clients with between £300k - £500k to invest.
Industry: Financial Services
Location: Farnborough
Salary: Up to £80,000
Job Description:
Manage, develop and grow an existing HNW client bank. Deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Full paraplanning and admin support.
What’s in it for you:
- Competitive starting salary up to £80k+
- Existing HNW client bank c£50k+ ongoing fees
- HNW Client leads – Typical clients £300k - £500k to invest
- Excellent bonus schemes - OTE £100k+
- Excellent Benefits: DIS, Flex Bens, Pension
- Flex working - home/office based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- CAS Status Achieved
- Would suit adviser with at least 2 years HNW Client Servicing experience
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.
Our commitment to you:
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Locations
Financial Planner in Farnborough, Hampshire employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Farnborough, Hampshire
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with HNW clients. Share specific examples of how you've helped clients achieve their financial goals. We want to see your passion for financial planning shine through!
✨Prepare for Interviews
Do your homework on the company and the role before the interview. Understand their values and how you can contribute to their success. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we have strong connections in the industry. Let’s help you land that Financial Planner role you’ve been dreaming of!
We think you need these skills to ace Financial Planner in Farnborough, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience with HNW clients and any relevant qualifications like your Diploma (Dip PFS). We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your skills align with what we’re looking for. Keep it engaging and personal – we love a bit of personality!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s growing a client base or hitting targets, we want to know how you’ve made an impact in your previous roles. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing figures. Brush up on your financial knowledge and be ready to talk about investment strategies, market trends, and how you can help clients achieve their financial goals.
✨Showcase Your Client Management Skills
With an existing HNW client bank, it’s crucial to demonstrate your experience in managing high-net-worth clients. Prepare examples of how you've successfully built relationships and provided tailored advice to meet their unique needs.
✨Understand the Company Culture
Research the firm you’re interviewing with. Understand their values, mission, and the type of clients they serve. This will help you align your answers with what they’re looking for and show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the role, the client base, and the support you'll receive. This not only shows your interest but also helps you gauge if the company is the right fit for you.