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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 Exeter.
- 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 of at least £30m AUM required.
- Other info: Flexible roles available at Associate Director, Director, or Partner level.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter 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 with or have connections to Synchronicity Financial Services. Attend industry events and seminars to make valuable contacts that could help you get your foot in the door.
✨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, showcasing this during informal conversations can highlight your value to potential employers.
✨Tip Number 3
Research the specific needs and goals of Synchronicity Financial Services. Tailor your discussions to demonstrate how your experience and client base align with their growth objectives, particularly in the Exeter region.
✨Tip Number 4
Prepare to discuss your vision for the role and how you can contribute to the firm's success. Think about innovative ideas you could bring to the table, especially regarding new business avenues and client engagement strategies.
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 and ambition for the role. Discuss how your experience aligns with the company's goals and mention your understanding of the wealth management industry.
Showcase Your Achievements: Include specific examples of your past successes in financial planning. Quantify your achievements where possible, such as the amount of assets under management you've handled or growth you've driven in previous roles.
Highlight Team Leadership Potential: Even though there are no immediate man-management responsibilities, mention any leadership experiences or aspirations you have. This shows your potential to grow into a player/manager role in the future.
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 during the interview. This shows your interest in the role and helps you gauge if the company aligns with your career goals, especially regarding progression paths and potential equity opportunities.
