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- Tasks: Join our team as a Financial Planner, supporting business growth and client relationships.
- Company: Synchronicity Financial Services partners with a leading wealth manager in Southampton.
- Benefits: Enjoy hybrid work, a competitive salary, bonus schemes, and comprehensive support.
- Why this job: This role offers clear progression, potential equity, and the chance to lead a team.
- Qualifications: 4+ years of financial planning experience and a client following or introducer relationships required.
- Other info: Flexible roles available at Associate Director, Director, or Partner level.
The predicted salary is between 48000 - 84000 £ per year.
Job Description
Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Southampton office.
As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity.
You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible.
This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.
Financial Planner - Director/Partner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Director/Partner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in wealth management. Attend industry events and seminars to make connections that could lead to referrals or introductions to potential clients.
✨Tip Number 2
Leverage your existing client relationships by reaching out to them and discussing your interest in this new opportunity. If you have a strong client following, emphasise this during conversations to showcase your value to potential employers.
✨Tip Number 3
Research the company culture and values of Synchronicity Financial Services. Tailor your approach to align with their ethos, demonstrating how your experience and ambitions fit within their framework.
✨Tip Number 4
Prepare to discuss your strategic vision for growing the business in the region. Highlight any innovative ideas you have for attracting new clients and expanding the existing client base, as this will show your proactive mindset.
We think you need these skills to ace Financial Planner - Director/Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial planning experience, especially the 4+ years required. Emphasise any client following or introducer relationships you have, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying and how your experience aligns with the company's goals. Mention your ambition to support the growth of the business and your interest in potential leadership opportunities.
Showcase Your Achievements: Include specific examples of your past successes in financial planning, such as managing assets under management (AUM) or developing client relationships. This will demonstrate your capability and value to the company.
Highlight Your Teamwork Skills: Even though there are no man-management responsibilities initially, mention any experience you have in leading teams or collaborating with others. This shows your potential for future player/manager roles.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Experience
Make sure to highlight your 4+ years of financial planning experience during the interview. Be prepared to discuss specific cases where you've successfully managed client portfolios, as this will demonstrate your expertise and ability to handle the responsibilities of the role.
✨Discuss Your Client Following
If you have a client following of at least £30m AUM, be ready to talk about it. Explain how you built these relationships and how they can benefit the company. If you have introducer relationships, share how these connections can help grow the business further.
✨Understand the Company Culture
Research Synchronicity Financial Services and their approach to wealth management. Understanding their values and culture will allow you to tailor your responses and show that you're a good fit for their team.
✨Prepare Questions
Have a list of insightful questions ready to ask at the end of the interview. This could include inquiries about the company's growth plans, the support provided for new business avenues, or the potential for future leadership roles. It shows your interest and engagement in the position.
