At a Glance
- Tasks: Deliver holistic financial planning advice and manage long-term client relationships.
- Company: Join a reputable firm with over 26 years of experience in financial planning.
- Benefits: Enjoy a competitive salary, ongoing lead generation, and dedicated support.
- Other info: Hybrid working model with strong office presence and excellent growth opportunities.
- Why this job: Inherit an established client portfolio and build a successful career in finance.
- Qualifications: Level 4 Diploma qualified with experience as a Financial Planner.
The predicted salary is between 60000 - 75000 £ per year.
Following Titan Wealth's acquisition of Innes Reid, we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network. The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support.
The Opportunity
This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years. As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career. The portfolio consists of approximately:
- 200–230 households
- Over £450,000 in recurring annual revenue
- Significant assets under management
- A loyal and established client base
- Continued access to quality leads generated by the business
Alongside inheriting existing relationships, you will also benefit from ongoing lead generation and referral opportunities, creating scope for further growth over time. You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including:
- Retirement Planning
- Investment Advice
- Pension Planning
- Estate Planning
- Protection Planning
- Intergenerational Wealth Planning
You will work closely with a highly experienced support team and be backed by dedicated administration and paraplanning support, enabling you to focus on client outcomes and relationship management. We are interested in speaking with Financial Planners who combine technical capability with excellent interpersonal skills. You’ll ideally demonstrate:
- Previous experience as a Financial Planner / Financial Adviser
- Level 4 Diploma qualified (minimum)
- Strong relationship-building and communication skills
- A client-centric approach to financial planning
- A stable and consistent career history
- Professionalism, warmth and credibility when engaging with clients
- The ability to build trust and establish long-term relationships
Whilst technical experience is important, personality and cultural fit are equally critical. The hiring manager is looking for somebody who clients naturally feel comfortable with and who embodies the firm's relationship-led approach to financial planning.
On-site and nearby parking available. Due to the nature of the client base and team culture, advisers are expected to maintain a strong office presence and actively engage with colleagues and clients. This is a hybrid working role - 3 days in the office and 2 from home.
Financial Planner in Chester employer: Titanwh
Titan Wealth is an exceptional employer, offering a dynamic work environment that encourages individual and team contributions to achieve better client outcomes. With a strong focus on employee growth, competitive compensation, and a commitment to inclusivity, Titan provides unique benefits such as hybrid working, generous annual leave, and support for further education, making it an attractive place for professionals seeking meaningful and rewarding careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Chester
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Titanwh for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Planner in Chester
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Titanwh. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Titanwh. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Titanwh
✨Show Off Your Financial Savvy
When you're talking with Titanwh, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Titanwh.
