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- Tasks: Provide holistic financial planning and wealth management services to clients.
- Company: Fast-growing, award-winning financial planning business in the UK.
- Benefits: Competitive salary, excellent bonuses, and full support from paraplanning/admin teams.
- Why this job: Join a leading firm and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning, FCA registered, and minimum Diploma qualified.
- Other info: Flexible home and office working with great career growth opportunities.
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.
This advisory role is located for the Wirral and the surrounding areas servicing existing clients as well as building on new client activity.
Further details will be discussed on application regarding inherited clients/households, AUM, average client size and on-going advice fees, but this will be highly attractive to all prospective applicants.
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 a good many years Financial Planning/Wealth advisory experience, CAS, SPS, FCA registered and minimum Diploma qualified, with an exemplary track record, predominately on pension, investment & protection advice to private clients.
Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning, well documented in financial press and recognised as one of the largest, prominent names in the Financial Planning industry.
This opportunity is employed only with excellent bonuses available through initial fee/new business. Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams. Home and office working is of course 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.
Financial Planner employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly, especially their approach to financial planning and client management. This will help you tailor your answers and show them you’re genuinely interested in what they do.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in financial planning during interviews. Whether it’s client testimonials or case studies, having tangible proof of your skills can really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got exclusive access to some fantastic roles in the financial planning sector, and applying directly can give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in financial planning, wealth management, and any qualifications like CAS or SPS. We want to see how your background aligns 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 passionate about financial planning and how you can contribute to our client's holistic approach. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client base or successfully managing investments, we want to see the impact you've made in your previous roles. Numbers and specific examples can really make you stand out.
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 this fantastic opportunity. Plus, it shows you're proactive – a great trait for a Financial Planner!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pension, investment, and protection advice. Be ready to discuss your past performance and how you've helped clients achieve their financial goals.
✨Understand the Holistic Approach
Our client prides itself on a holistic service. Make sure you can articulate what this means in practice. Think about how you would integrate various financial services for clients and be prepared to share examples from your experience.
✨Showcase Your Client Management Skills
This role involves servicing existing clients and building new relationships. Prepare to discuss your approach to client management, including how you handle inherited clients and your strategies for acquiring new business. Real-life examples will make your case stronger.
✨Be Ready for Scenario Questions
Expect scenario-based questions that test your problem-solving skills. Think about potential challenges you might face in the role and how you would address them. This shows your critical thinking and adaptability, which are crucial in financial planning.
