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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 supportive culture.
- Benefits: Competitive salary up to £80k+, excellent bonuses, and flexible working options.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: At least 2 years of experience in high-net-worth client servicing.
- Other info: Enjoy a dynamic work environment with strong support from paraplanning and compliance teams.
The predicted salary is between 48000 - 84000 £ 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.
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
- Manage, develop and grow an existing HNW client bank.
- Deal with new HNW client enquiries.
- Provide clients independent financial advice and make recommendations on how to best meet their goals.
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
- 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. We have a reach of more than 100,000 financial services connections.
Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Farnborough on a Financial Adviser role. Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Locations
Financial Service 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 Service Planner in Farnborough, Hampshire
✨Tip Number 1
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!
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Financial Planner role. Have a clear and concise summary of your experience and what you bring to the table. We recommend rehearsing it until it feels natural.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with industry professionals. Share relevant content and engage with others in the field. We can help you optimise your profile to attract the right opportunities.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of fantastic opportunities waiting for you. By applying directly, you’ll have a better chance of getting noticed by recruiters who are looking for candidates just like you.
We think you need these skills to ace Financial Service Planner in Farnborough, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Service Planner role. Highlight your experience with HNW clients and any relevant qualifications. 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. Share your passion for financial advice and how you plan to grow our existing client bank.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client base or hitting targets, we love to see numbers that demonstrate your success in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Financial Service Planner, you’ll need to demonstrate your understanding of financial metrics. Brush up on key figures related to HNW clients and be ready to discuss how you can help them grow their investments.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed and developed client relationships in the past. Highlight any specific strategies you've used to retain and grow a client bank, especially with high-net-worth individuals.
✨Understand the Company’s Values
Research the firm’s approach to independent financial advice and their client service philosophy. Be prepared to explain how your values align with theirs and how you can contribute to their mission.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about potential challenges you might encounter with HNW clients and how you would address them effectively.