At a Glance
- Tasks: Manage and grow an existing client portfolio while providing expert financial advice.
- Company: Join a respected independent financial planning firm in the North West.
- Benefits: Salary up to £70,000, attractive bonuses, and comprehensive benefits.
- Other info: Supportive culture with strong growth opportunities for your career.
- Why this job: Enjoy flexibility and autonomy while making a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Planner and Level 4 Diploma qualified.
The predicted salary is between 70000 - 70000 £ per year.
We’re partnering with a growing independent financial planning firm in the North West that is looking to appoint an experienced Financial Planner to join its established team. This is an excellent opportunity for an adviser seeking a high-quality client proposition, genuine autonomy, and the chance to inherit an existing portfolio of clients from day one.
The Opportunity
- Inherit an existing client bank of approximately £20m AUM
- Join a respected independent firm with a strong reputation in the market
- Work within a supportive and mature culture that values adviser autonomy
- Flexibility to manage your own diary and work in a way that suits you
- Strong platform for ongoing client and business growth
Package
- Salary up to £70,000
- Attractive bonus structure
- Comprehensive benefits package
- Flexible working arrangements
About You
- Experience as a Financial Planner / Financial Adviser
- Strong relationship management and client-facing skills
- Level 4 Diploma qualified
- Motivated to develop and grow an existing client base within a supportive environment
If you’re interested in exploring a role that offers both flexibility and long-term opportunity within a highly regarded independent firm, please apply or get in touch for a confidential discussion.
Financial Planner - £20m Book in Birkenhead employer: Vernon Thomas Recruitment
Join a highly regarded independent financial planning firm in the North West, where you will benefit from an existing client bank of £20m AUM and enjoy genuine autonomy in your role. With a supportive work culture that prioritises flexibility and personal growth, this is an excellent opportunity for experienced Financial Planners to thrive in a mature environment while enjoying a competitive salary and comprehensive benefits package.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - £20m Book in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or local meet-ups to get your name out there and make those valuable contacts.
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on financial planning through social media or blogs. This will help you stand out and attract potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We can’t stress enough how important it is to demonstrate your relationship management skills during these chats!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to grow with us.
We think you need these skills to ace Financial Planner - £20m Book in Birkenhead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your relationship management and client-facing skills, as these are key for us.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for this position. Share your motivation for joining our independent firm and how you plan to grow the existing client base.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma and any other relevant qualifications. We want to see how your background aligns with what we’re looking for in a Financial Planner.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. It’s the easiest way for us to review your application and get back to you quickly!
How to prepare for a job interview at Vernon Thomas Recruitment
✨Know Your Numbers
As a Financial Planner, you’ll want to be well-versed in the specifics of your existing client bank. Brush up on the £20m AUM and be ready to discuss how you would manage and grow this portfolio. Show them you’re not just about numbers but also about building relationships.
✨Showcase Your Autonomy
This role offers genuine autonomy, so be prepared to discuss how you’ve successfully managed your own diary and client relationships in the past. Share examples that highlight your ability to work independently while still delivering results.
✨Emphasise Relationship Management
Strong relationship management skills are key for this position. Think of specific instances where you’ve built or maintained client relationships effectively. Be ready to explain your approach to client engagement and how you ensure their needs are met.
✨Align with Their Culture
The firm values a supportive and mature culture, so it’s important to convey how you fit into that environment. Discuss your motivations for wanting to join a respected independent firm and how you can contribute to their ongoing success while enjoying the flexibility they offer.
