At a Glance
- Tasks: Manage and grow an existing client portfolio of £20m AUM.
- 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.
- 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 65000 - 75000 £ 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 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 while enjoying a competitive salary, attractive bonuses, and a comprehensive benefits package.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - £20m Book
✨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. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research the firm you're applying to and understand their client base. Be ready to discuss how your experience aligns with their needs, especially with that £20m book of clients. Show them you’re the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that dream job in financial planning!
We think you need these skills to ace Financial Planner - £20m Book
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 role. 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 as a Financial Planner has prepared you for this opportunity. We want to see how you’ve successfully managed client relationships and grown portfolios.
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 this fantastic opportunity to join our team.
How to prepare for a job interview at Vernon Thomas Recruitment
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics. Brush up on key figures related to the £20m client bank and be ready to discuss how you would manage and grow this portfolio.
✨Showcase Relationship Management Skills
This role emphasises strong relationship management. Prepare examples from your past experiences where you successfully built and maintained client relationships. Be ready to explain how you can bring that expertise to the new firm.
✨Understand the Firm's Culture
Research the independent firm’s values and culture. During the interview, express how your working style aligns with their supportive and mature environment. This shows you’re not just a fit for the role, but for the team as well.
✨Prepare Questions
Have thoughtful questions ready about the firm’s approach to client management and growth opportunities. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
