At a Glance
- Tasks: Provide top-notch financial planning for corporate clients and manage existing relationships.
- Company: Established Wealth Management firm with a supportive Corporate Advisory team.
- Benefits: Competitive salary, bonuses, flexible remote working, and strong support.
- Other info: Join a long-standing team with excellent career growth opportunities.
- Why this job: Inherit a valuable client portfolio and make a real impact in financial planning.
- Qualifications: Experience in financial planning and knowledge of corporate clients and employee benefits.
The predicted salary is between 65000 - 65000 £ per year.
Location: Greater London/Home Counties
Contract: Permanent
Salary: 65,000 per annum + 50k+ bonuses OTE
Start Date: Flexible
*Remote working London based clients*
Service Care Solutions are currently recruiting on behalf of an established Wealth Management firm for a Corporate Financial Planner to join their long-standing Corporate Advisory team. This is an outstanding opportunity for an experienced Financial Planner with exposure to Corporate Clients, Employee Benefits, and Workplace Pensions to inherit and grow an existing portfolio within a highly supportive environment. Clients are based around the M25 corridor which will be handed over from a retiring adviser at the end of the year. The successful individual will inherit approximately 300 existing clients alongside an established recurring revenue portfolio generating around 500,000 in annual fees. Initial client visits will be in person but can be remote dependent on arrangements thereafter. The Corporate team has been together for around 20 years and offers full support through dedicated management, administration, and report writing functions, allowing advisers to focus on relationship management and client development.
Key Responsibilities
- Provide a high-quality, compliant financial planning service to both new and existing corporate clients
- Develop...
Corporate Financial Planner employer: Service Care Solutions
Join a leading Wealth Management firm in Greater London, where you will thrive in a supportive and collaborative work culture that prioritises employee growth and development. With the opportunity to inherit a substantial client portfolio and benefit from flexible remote working arrangements, this role offers not only competitive remuneration but also a chance to make a meaningful impact in the lives of corporate clients. Experience a rewarding career with a team that has been together for two decades, ensuring you have the resources and backing needed to excel.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities in corporate financial planning. A friendly chat can lead to referrals or insider info that could give you the edge.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they operate, so you can tailor your responses to show you're the perfect fit for their team and culture.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed client portfolios in the past. This will demonstrate your ability to handle the existing clients you'll inherit.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Corporate Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Corporate Financial Planner role. Highlight your experience with corporate clients, employee benefits, and workplace pensions. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Relevant Experience:When filling out your application, don’t forget to showcase any relevant experience you have. If you've worked with existing client portfolios or in a supportive advisory role, let us know! We love seeing how you can bring value to our team.
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 any important updates. Plus, it’s super easy!
How to prepare for a job interview at Service Care Solutions
✨Know Your Numbers
As a Corporate Financial Planner, you’ll need to demonstrate your understanding of financial metrics and planning strategies. Brush up on key financial concepts, especially those related to corporate clients, employee benefits, and workplace pensions. Be ready to discuss how you've successfully managed portfolios in the past.
✨Showcase Your Client Management Skills
Since you'll be inheriting a significant client portfolio, it's crucial to highlight your experience in relationship management. Prepare examples of how you've built and maintained strong client relationships, particularly in a corporate setting. This will show that you can seamlessly transition into the role.
✨Understand the Company Culture
Research the wealth management firm’s values and culture. Understanding their approach to client service and teamwork will help you align your answers with what they’re looking for. Mention how you can contribute to their supportive environment and work effectively within their established team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the role, the team dynamics, and the support structure in place. This not only shows your interest but also helps you gauge if the company is the right fit for you. Ask about their expectations for the first few months and how success is measured.
