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- Tasks: Provide expert financial planning and advice to high net worth clients.
- Company: Join a top-tier Wealth Management firm with a stellar reputation.
- Benefits: Attractive salary, bonuses, and full support for your professional growth.
- Other info: Flexible working options and strong support for client development.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Extensive financial planning experience and progress towards Chartered status.
The predicted salary is between 80000 - 120000 £ per year.
Recruit Wealth are delighted to be representing one of the UK's top tier Wealth Management businesses who are now seeking to appoint a highly experienced Financial Planner. Our client provides a truly holistic service, across financial planning, investment management and professional services and is without doubt a kudos, revered brand.
This advisory role is based out of their Chelmsford offices (28 hubs across the UK) servicing existing high net worth clients as well as building on new client activity and lead generation. Ideally you will have many years of Financial Planning experience with an exemplary track record to date, alongside working towards Chartered status, if not already qualified to this level.
You will have expert knowledge of Investments, Pensions and associated products, be able to confidently deal with high net worth individuals and deliver peace of mind with your expert advice and guidance. There is an existing client bank available; full details will be discussed on application with us here at Recruit Wealth.
Our client would like to hire an Adviser with the ability to grow a client bank/AUM through recommendation and referral alongside being supported by the brand in further lead generation. Most of the existing clients are within Essex, so travel should be expected, especially for new clients; for annual review clients virtual meetings or office meetings will be required.
Our client offers a market leading proposition with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry. With a brand such as this you will be given full administration and paraplanning support.
This opportunity is employed only with bonuses. Our client has traditionally paid a high basic salary; this is an attractive advisory role. Candidates will ideally be from the Essex area, home and office working is fully supported.
We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Senior Financial Planner in Essex employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner in Essex
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your experience and knowledge in financial planning. Share success stories and how you've helped clients achieve their goals. We want to see your passion shine through!
✨Follow Up Like a Boss
After any meeting or interview, don’t forget to send a follow-up message. A simple thank you can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to show you were engaged and interested.
✨Apply Through Us!
If you’re keen on this Senior Financial Planner role, make sure to apply through our website. We’re here to help you land that dream job, and applying directly with us means you’ll get an immediate response. Let’s get you started on this exciting journey!
We think you need these skills to ace Senior Financial Planner in Essex
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planner role. Highlight your experience in financial planning, investments, and working with high net worth clients. We want to see how your skills align with what our client is looking for!
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 specific examples of your achievements and how they relate to the responsibilities outlined in the job description. We love a good story!
Showcase Your Qualifications: If you're working towards Chartered status or have relevant qualifications, make sure to mention them! This shows your commitment to professional development and aligns with what our client values in their advisers.
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It helps us keep track of your application and ensures you get an immediate response. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in investments and pensions. Brush up on key financial metrics and be ready to discuss how you've successfully managed portfolios or advised clients in the past. This will show your depth of knowledge and build trust with the interviewer.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained relationships with high net worth clients. Discuss specific strategies you've used for lead generation and client retention. This is crucial as the role involves growing a client bank, so highlighting your interpersonal skills will set you apart.
✨Understand the Brand
Research the company’s values, services, and market position. Be ready to explain why you want to work for this particular firm and how you align with their holistic approach to financial planning. This shows that you’re not just looking for any job, but are genuinely interested in contributing to their success.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might encounter in the role and how you would address them. Practising these scenarios can help you articulate your thought process clearly during the interview.