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- Tasks: Provide expert financial planning and advice to high net worth clients.
- Company: Fast-growing, award-winning financial planning firm with a holistic approach.
- Benefits: Attractive salary, excellent bonuses, and full support from a skilled team.
- Other info: Flexible home and office working options available.
- Why this job: Join a leading firm and make a real impact in clients' financial futures.
- Qualifications: Extensive financial planning experience with a strong track record.
The predicted salary is between 75000 - 120000 £ per year.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This senior type advisory role (newly created) is located for the Norwich area (one of their 28+ national hubs and still growing) servicing existing high net worth clients as well building on new client activity and lead generation. Due to a very recent company acquisition, there is an existing client bank available, circa 100-120 clients/households.
Further details will be discussed on application with us here at Recruit Wealth regarding AUM and recurring income. Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
Ideally you will have many years Financial Planning experience with an exemplary track record on pension & investment advice to date. 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.
This opportunity is employed only with excellent bonuses. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential. Full Paraplanning and Admin support will be offered by a highly experienced and skilled back office team.
Candidates/Applicants will be from the Norfolk area to service the wider client bank and surrounding Norwich areas. 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.
Location: Norwich, Norfolk - Home/Office Working | Salary: £75000 - £120000 per
Senior Financial Planner in London 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 London
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend local events, join relevant online groups, 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 successes in financial planning. Share specific examples of how you've helped clients achieve their goals. We want to see your passion and knowledge shine through!
✨Follow Up Like a Boss
After any meeting or interview, don’t forget to send a follow-up message. Thank them for their time and reiterate your interest in the role. It shows professionalism and keeps you fresh in their minds. We can’t stress enough how important this step is!
✨Apply Through Us!
If you’re keen on this Senior Financial Planner role, make sure to apply through our website at Recruit Wealth. We’ve got the inside scoop and can help you navigate the process. Let’s get you that dream job together!
We think you need these skills to ace Senior Financial Planner in London
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, especially with high net worth clients, and showcase any achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Explain why you're passionate about financial planning and how your background makes you a perfect fit for this role. Don’t forget to mention your track record in pension and investment advice!
Showcase Your Skills: Use specific examples to demonstrate your skills in lead generation and client servicing. This is a senior advisory role, so we want to see how you've successfully managed client relationships and contributed to business growth.
Apply Through Our Website: We encourage you to apply through our website for a quicker response. It’s the best way to ensure your application gets the attention it deserves, and we’re excited to hear from you!
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 financial metrics. Brush up on key figures related to pension and investment advice, and be ready to discuss your past performance with AUM and client retention rates.
✨Showcase Your Holistic Approach
This role emphasises a holistic service, so prepare examples of how you've integrated various financial planning aspects in your previous roles. Highlight your ability to tailor solutions that meet diverse client needs.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client situations. Think through potential scenarios involving high net worth clients and be ready to explain your thought process and strategies.
✨Research the Company Culture
Understanding the company’s values and culture is crucial. Familiarise yourself with their award-winning status and market-leading proposition. This will help you align your answers with what they value most in their advisors.