At a Glance
- Tasks: Deliver expert financial planning advice and build lasting client relationships.
- Company: Join Söderberg & Partners, a leading wealth management group with a strong international presence.
- Benefits: Competitive salary, supportive culture, and opportunities for professional growth.
- Other info: Collaborative environment focused on innovation and ethical standards.
- Why this job: Make a real impact on clients' financial futures while working with high-net-worth individuals.
- Qualifications: Chartered Financial Planner status preferred; strong technical knowledge and client relationship skills required.
The predicted salary is between 60000 - 80000 £ per year.
Söderberg & Partners are a leading wealth management and financial advice group founded in Sweden in 2004. Over the past two decades, we’ve built a strong international presence with a strong team of advisers and specialists across Europe, helping clients plan for better financial outcomes through independent, transparent, value-led advice.
Today, the Söderberg & Partners group:
- Employs thousands of people across multiple countries including Sweden, Norway, Denmark, Finland, the Netherlands, Luxembourg, Spain, and the UK.
- Manages and advises on over £95bn of AUM through our global businesses.
- Has a long-term commitment to innovation, investing in technology, platform capabilities and adviser support so that our practitioners can thrive and deliver what matters most, exceptional client outcomes.
We launched our UK operation in 2024 to bring this values-driven, technology-enabled model to one of the world’s most sophisticated financial advice markets.
The Opportunity
We are seeking an experienced and client-focused Financial Planner to join one of our strategic partner firms based in London. This is an excellent opportunity for an established adviser who wants to take their career to the next level. The role offers the opportunity to work with an existing and well-established client bank, consisting predominantly of high-net-worth individuals, business owners, entrepreneurs and city professionals.
We are particularly interested in advisers who are technically strong, relationship-led and committed to delivering high-quality client outcomes.
Key Responsibilities
- Deliver financial planning advice across pensions, investments, protection, retirement and estate planning.
- Build and maintain long-term trusted relationships with clients.
- Work with an existing book of high-value clients, providing ongoing strategic advice and planning.
- Collaborate closely within a supportive team environment.
- Utilise financial planning and cashflow modelling technology to support client recommendations and outcomes.
- Operate within a robust compliance and governance framework, ensuring the highest professional and ethical standards are maintained.
We are looking for a high-calibre adviser who combines strong technical expertise with an excellent client manner.
Desired Qualifications & Experience
- Chartered Financial Planner status preferred (or working towards Chartered).
- Strong technical knowledge across investments, pensions, cashflow modelling and inheritance tax planning.
- Experience advising HNW clients, business owners and professionals.
- Proven ability to build long-term client relationships based on trust and service excellence.
- Excellent communication and interpersonal skills.
- Strong ethical standards and commitment to client confidentiality.
- Experience using financial planning software and cashflow modelling tools.
Our Culture
We offer a supportive and collaborative culture built around our core values.
Financial Planner employer: Söderberg & Partners Financial Planning
Söderberg & Partners is an exceptional employer, offering a dynamic and supportive work environment in the heart of London. With a commitment to innovation and technology, employees benefit from ongoing professional development and the opportunity to work with a prestigious client base, including high-net-worth individuals and business leaders. Our collaborative culture fosters strong relationships and empowers financial planners to deliver outstanding client outcomes while maintaining the highest ethical standards.
Contact Details:
Söderberg & Partners Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Network Like a Pro
Get out there and connect with people in the industry! Attend financial planning events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience with high-net-worth clients. Share specific examples of how you've helped clients achieve their financial goals – this will set you apart from the crowd!
✨Leverage Social Media
Use platforms like LinkedIn to showcase your professional journey and connect with others in the financial planning space. Share insights, articles, or even your own thoughts on market trends to position yourself as a knowledgeable resource in the field.
✨Apply Through Our Website
Don’t forget to check out our careers page at Söderberg & Partners! Applying directly through our website not only shows your interest but also gives you a better chance to stand out in the application process. We’re excited to see what you bring to the table!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Planner role. Highlight your technical expertise in investments, pensions, and client relationship management to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial planning and how you’ve helped clients achieve their goals. We love seeing genuine enthusiasm and a personal touch.
Showcase Your Client Relationships:Since we’re all about building long-term relationships, include examples of how you've successfully managed high-net-worth clients. This will demonstrate your ability to deliver exceptional client outcomes, which is key for us.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Söderberg & Partners Financial Planning
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and cashflow modelling. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Build Rapport
Since this role is all about building long-term relationships with clients, practice your interpersonal skills. Think of ways to connect with the interviewers, perhaps by sharing relevant experiences or asking insightful questions about their approach to client relationships.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully advised high-net-worth clients. Highlight how you’ve delivered exceptional outcomes and maintained compliance, as this aligns perfectly with what Söderberg & Partners values.
✨Embrace Technology
Familiarise yourself with financial planning software and cashflow modelling tools. Be ready to discuss how you’ve used technology in your previous roles to enhance client outcomes, as this is a key aspect of the position.
