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- Tasks: Join a dynamic team as a Financial Planner, managing and expanding client portfolios.
- Company: Be part of a leading Wealth Management company with a modern approach to financial advice.
- Benefits: Enjoy a competitive salary, attractive bonuses, enhanced pension, and hybrid working options.
- Why this job: This role offers professional growth, full support, and the chance to work with high-net-worth clients.
- Qualifications: 5+ years of advisory experience and a track record in business development are essential.
- Other info: You'll inherit an existing client portfolio and receive comprehensive administrative support.
The predicted salary is between 75000 - 85000 £ per year.
Role : Financial Planner Location : Glasgow Salary : £75,000 – £85,000 Reference: 9404 Recruit UK has an exciting opportunity with a highly respected Wealth Management company looking for a Financial Planner to join their team in Glasgow. 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 have an existing portfolio of clients for the incoming adviser to inherit, 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? Competitive salary from £75,000 – £85,000 Attractive bonus 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: 5+ 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
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to highlight your experience with high-net-worth clients during any networking opportunities. This can help you stand out as a candidate who understands the unique needs of this clientele.
✨Tip Number 2
Engage with industry professionals on platforms like LinkedIn. Building connections with others in wealth management can lead to referrals and insights about the company culture at the firm you're applying to.
✨Tip Number 3
Stay updated on the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and regulatory changes can give you an edge in discussions during interviews.
✨Tip Number 4
Consider reaching out to current or former employees of the company for informational interviews. They can provide valuable insights into the role and the company's expectations, which can help you tailor your approach.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of advice experience and any relevant qualifications. Emphasize your track record with high-net-worth clients and your business development skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your experience aligns with their modern approach to financial advice and your commitment to professional development.
Showcase Your Achievements: Include specific examples of your past successes in advising clients and developing business. Quantify your achievements where possible to demonstrate your impact in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in the financial planning industry.
How to prepare for a job interview at Recruit UK
✨Showcase Your Experience
Make sure to highlight your 5+ years of advice experience during the interview. Prepare specific examples of how you've successfully advised high-net-worth clients and the impact of your financial planning strategies.
✨Demonstrate Business Development Skills
Since the role emphasizes business development, come prepared with a few success stories that illustrate your ability to grow a client base. Discuss any innovative strategies you’ve used to attract new clients.
✨Discuss Your Professional Development Goals
The company values professional growth, so be ready to talk about your journey towards becoming Chartered. Share your plans for further education or certifications that align with their support for professional development.
✨Understand Their Modern Approach
Research the company's modern approach to financial advice. Be prepared to discuss how you can contribute to this strategy and how it aligns with your own philosophy on wealth management.
