At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide tailored financial planning advice.
- Company: Join a prestigious boutique Wealth Planning firm with an in-house DFM team.
- Benefits: Earn up to £65,000 plus bonuses, with mentorship from a Director.
- Why this job: Work with exclusive cash management facilities and focus on client satisfaction without needing to self-generate clients.
- Qualifications: Must hold the CII Diploma in Regulated Financial Planning and have prior financial planning experience.
- Other info: No need to move clients over; all clients are provided for you!
The predicted salary is between 52000 - 78000 £ per year.
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Financial Planner – All Clients Provided, London
Client:
Jenson Fisher
Location:
London, United Kingdom
Job Category:
Logistics
–
EU work permit required:
Yes
Job Reference:
382cacb9486b
Job Views:
11
Posted:
28.04.2025
Expiry Date:
12.06.2025
Job Description:
Financial Planner – All high worth clients provided!
To £65,000, plus bonus
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.
All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities, that enable its clients to safely maximize their portfolio value and at the same time increase the revenue within your client bank.
The added benefit to this role is you will have support and mentorship from a Director, to assist in the handover of the clients to you.
Responsibilities
- Managing an existing client bank of circa 80-100 clients
- Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
- Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
- Work with investment managers to identify opportunities for existing clients;
- Actively refer clients and prospects to other services and specialisms offered.
- Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
Competencies / Skillset
- Getting Things Done– Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge– Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service– Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability– Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working– Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
- Client focus and concern for quality– good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention
- Actively participate in the sharing of knowledge– to both Wealth/Financial Planners and Investment Managers
- Market Knowledge– Maintain a full and proper understanding of the financial services market
- Commercial Sense– manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately
Experience / Qualifications
- Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
- Previous experience of providing financial planning advice to clients
- Previous experience in business development and growing a client book
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Financial Planner - All Clients Provided employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - All Clients Provided
✨Tip Number 1
Familiarize yourself with the specific needs and preferences of high net worth clients. Understanding their unique financial goals will help you tailor your approach and demonstrate your expertise during interviews.
✨Tip Number 2
Network within the wealth management industry to build connections. Attend relevant events or join professional groups where you can meet potential colleagues or mentors who can provide insights into the firm and its culture.
✨Tip Number 3
Stay updated on market trends and financial products that appeal to affluent clients. Being knowledgeable about current investment opportunities will showcase your commitment to providing top-notch service.
✨Tip Number 4
Prepare to discuss your previous experience in business development and client relationship management. Highlight specific examples where you've successfully engaged clients and how you plan to leverage those skills in this role.
We think you need these skills to ace Financial Planner - All Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and business development. Emphasize any previous roles where you managed client relationships, especially with high net worth individuals.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention how your skills align with their needs, particularly your ability to manage existing clients and your understanding of the financial services market.
Showcase Relevant Qualifications: Clearly state your CII Diploma in Regulated Financial Planning (DipPFS) qualification in your application. If you have additional certifications or training relevant to financial planning, include those as well.
Demonstrate Client Focus: Provide examples in your application that demonstrate your commitment to client satisfaction and retention. Highlight any specific instances where you successfully rebuilt client relationships or improved service delivery.
How to prepare for a job interview at TN United Kingdom
✨Showcase Your Financial Planning Knowledge
Make sure to demonstrate your understanding of financial planning principles and how they apply to high net worth clients. Be prepared to discuss specific strategies you've used in the past to help clients achieve their financial goals.
✨Highlight Your Client Management Skills
Since you'll be managing an existing client bank, emphasize your experience in maintaining and nurturing client relationships. Share examples of how you've successfully re-engaged clients or improved their satisfaction with your services.
✨Prepare for Business Development Questions
Even though clients are provided, the role involves business development activities. Be ready to discuss your approach to identifying new opportunities and how you would represent the firm to potential clients.
✨Demonstrate Adaptability and Teamwork
The firm values adaptability and teamwork, so be prepared to share experiences where you've worked collaboratively with others or adapted to changes in a fast-paced environment. Highlight how you contribute to team goals while maintaining a client-focused approach.