At a Glance
- Tasks: Build relationships with clients and grow your own client bank through personal prospecting.
- Company: Join a dynamic financial planning firm focused on client success.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Collaborative team environment with a focus on continuous learning and development.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 50000 - 70000 € per year.
To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households. Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum.
Key Responsibilities
- To plan, implement and execute the annual Business Plan in line with your agreed individual targets acquiring new clients growing initial revenues and cumulative AuM.
- Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals.
- Develop a collaborative productive relationship with the Business Development team.
- Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances.
- Remain compliant – measurements include Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS.
- Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).
- Grow both the total and average ongoing Financial Planning fees across all retained clients.
- Work in partnership with all team members, sharing best practice and developing client acquisition strategies.
- Execute a client centric migration process on an ongoing basis as required.
Financial Planner employer: TrinityBridge
As a Financial Planner with us, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our company fosters a culture of collaboration and innovation, offering comprehensive training programmes and mentorship opportunities to help you excel in your role. Located in a vibrant area, we provide competitive benefits and a strong commitment to work-life balance, making us an exceptional employer for those seeking a fulfilling career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with potential clients and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building those relationships can lead to referrals and new opportunities.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it’s blog posts, videos, or social media updates, let people see what you can offer. This not only builds trust but also attracts potential clients to you.
✨Tip Number 3
Follow up! After meeting someone or having a conversation, drop them a quick message to keep the connection alive. A simple 'great to meet you' or sharing an article they might find interesting can go a long way in building that relationship.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll get noticed quicker and show us you’re serious about joining our team. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience in building client relationships and any relevant achievements that align with our job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills match our needs. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Compliance Knowledge:Since compliance is key in this role, make sure to mention any relevant experience or qualifications you have. We want to know that you understand the importance of regulations and can maintain high standards in your work.
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at TrinityBridge
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics. Brush up on key performance indicators (KPIs) relevant to the role and be ready to discuss how you've achieved or exceeded targets in the past.
✨Build Rapport
Since the job involves building trusted relationships with clients, practice your interpersonal skills. Think of examples where you've successfully developed client relationships and be prepared to share these stories during the interview.
✨Showcase Your Compliance Knowledge
Understanding compliance is crucial in this role. Familiarise yourself with relevant regulations and be ready to discuss how you’ve ensured compliance in previous roles. This will show that you take regulatory responsibilities seriously.
✨Collaborative Mindset
The role requires working closely with the Business Development team. Prepare to discuss how you’ve collaborated with others in the past to achieve common goals. Highlight any strategies you’ve used to foster teamwork and share best practices.
