At a Glance
- Tasks: Manage and grow an existing client portfolio while providing expert financial advice.
- Company: Join a respected independent financial planning firm with a strong market reputation.
- Benefits: Competitive salary, attractive bonuses, comprehensive benefits, and flexible working arrangements.
- Other info: Supportive culture that values your growth and offers excellent career opportunities.
- Why this job: Enjoy autonomy and the chance to make a real impact in clients' financial lives.
- 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.
Locations
Financial Planner - £20m Book in Cheshire, Warrington 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 Financial Planners looking to thrive in a mature environment while receiving a competitive salary and comprehensive benefits package.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - £20m Book in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or local meetups to meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for those interviews! Research the firm you're applying to, understand their client base, and be ready to discuss how you can add value to their existing portfolio.
✨Tip Number 3
Showcase your relationship management skills! During interviews, share specific examples of how you've built and maintained client relationships in the past. This will highlight your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planner - £20m Book in Cheshire, Warrington
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 skills and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for this position. Share your passion for financial planning and how you can contribute to our supportive culture while managing an existing client bank.
Showcase Your Experience:Don’t just list your previous roles; explain how your experience has prepared you for this opportunity. Mention specific achievements in client management or growth that demonstrate your capability as a Financial Planner.
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Vernon Thomas Recruitment
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing figures. Brush up on your knowledge of financial metrics and be ready to talk about how you've managed portfolios in the past. This will show your potential employer that you’re not just about the theory but have practical experience too.
✨Showcase Your Client Relationships
Since this role involves managing an existing client bank, be prepared to discuss your relationship management skills. Share specific examples of how you've built trust and rapport with clients, and how you’ve successfully navigated challenging situations. This will highlight your ability to maintain and grow client relationships.
✨Demonstrate Autonomy
The job offers genuine autonomy, so it’s important to convey your ability to work independently. Prepare examples of how you’ve taken initiative in previous roles, whether it’s developing new strategies or managing your own diary effectively. This will reassure them that you can thrive in a flexible working environment.
✨Align with Their Values
Research the firm’s culture and values before the interview. Be ready to discuss how your personal values align with theirs, especially regarding client care and professional integrity. This connection can make a big difference in how they perceive your fit within their team.
