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For Companies At a Glance
- Tasks: Manage and advise a portfolio of high net worth clients on financial planning.
- Company: Expanding national Financial Planning business with a strong reputation.
- Benefits: Competitive salary, ongoing training, and a bonus package.
- Other info: Great career growth opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial advisory and knowledge of investments and pensions.
The predicted salary is between 70000 - 120000 £ per year.
Recruit Wealth are representing a successful (Private Equity backed) and expanding national Financial Planning business seeking a Senior Financial Planner to take over a client bank through a recent acquisition. This advisory opportunity is aligned to the Market Harborough offices servicing existing clients in the surrounding areas. You will begin with quality fee paying clients that are already being looked after on an annual basis.
Responsibilities
- Take over a client bank through a recent acquisition and service existing clients on an ongoing basis.
- Provide financial planning advice across Investments, Pensions and associated products to high net worth individuals.
- Work with clients in Market Harborough and the surrounding area and engage with new and existing enquiries as appropriate.
Qualifications
- Ideally many years of advisory experience with the view that you are already working towards Chartered status or already qualified to Chartered level.
- Good all‑round knowledge of Investments, Pensions and related products.
- Ability to confidently deal with high net worth individuals.
- The business is open to tied/restricted or independent advisory backgrounds.
What We Offer
- Ongoing training and coaching, alongside further business development support and in-house compliance with paraplanning.
- Leading independent proposition with a holistic approach at the forefront of the company’s activities.
- Employed role with a highly achievable bonus package.
Location & Compensation
- Location: Market Harborough, Leicestershire
- Salary: £70,000 – £120,000 per year
Application
We are keen to speak to candidates as soon as possible; please apply to Recruit Wealth for an immediate response.
Financial Advisor in Market Harborough employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Market Harborough
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Advisor role.
✨Tip Number 2
Show off your expertise! When you meet potential employers or clients, don’t be shy about sharing your knowledge on investments and pensions. This will not only demonstrate your skills but also build trust with high net worth individuals.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Financial Advisor in Market Harborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in financial planning, especially with high net worth individuals, and any relevant qualifications like Chartered status. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention your experience with investments and pensions, as these are key areas for us.
Showcase Your Client Management Skills: Since you'll be taking over a client bank, it's crucial to demonstrate your ability to manage and nurture client relationships. Share examples of how you've successfully serviced clients in the past and how you plan to engage with new enquiries.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in financial metrics and products. Brush up on your knowledge of investments, pensions, and related products before the interview. Be ready to discuss specific examples of how you've successfully managed client portfolios or provided financial planning advice.
✨Showcase Your Client Management Skills
Since you'll be taking over a client bank, highlight your experience in managing high net worth individuals. Prepare anecdotes that demonstrate your ability to build relationships, understand client needs, and provide tailored financial solutions. This will show that you're not just about numbers but also about people.
✨Research the Company
Familiarise yourself with the company’s values, mission, and recent developments. Understanding their holistic approach to financial planning will help you align your answers with what they’re looking for. It also shows genuine interest, which can set you apart from other candidates.
✨Prepare Questions
Interviews are a two-way street, so come prepared with insightful questions. Ask about their training and coaching programmes, or how they support advisors in achieving Chartered status. This not only demonstrates your enthusiasm for the role but also helps you gauge if the company is the right fit for you.