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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
Support: IFA, Paraplanning, Compliance and Administration support
This role would suit an 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.
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
Private Client 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 Private Client Financial Planner in Farnborough, Hampshire
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. 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 a potential client or employer. Have a clear and concise introduction ready that highlights your experience and what you can bring to the table. We want you to shine in those first impressions!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We recommend mentioning something specific from your conversation to keep you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Let’s get you matched with that perfect Financial Planner role!
We think you need these skills to ace Private Client 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. 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 planning and how you can help clients achieve their goals.
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 helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Private Client 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 grow their wealth. This shows you’re not just knowledgeable but also passionate about the role.
✨Showcase Your Client Management Skills
With an existing HNW client bank, it’s crucial to demonstrate your experience in managing and developing client relationships. Prepare examples of how you've successfully grown client portfolios or handled challenging situations. This will highlight your ability to provide independent financial advice effectively.
✨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 tailor your responses and show that you’re a good fit for their team. Plus, it gives you a chance to ask insightful questions during the interview.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and decision-making process. Think about past experiences where you’ve had to make tough calls or provide tailored advice to clients. Practising these scenarios can help you articulate your thought process clearly during the interview.