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 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 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 Warrington
✨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 connections that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on financial planning through social media or blogs. This not only demonstrates your knowledge but also attracts potential employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the firm thoroughly, understand their client base, and be ready to discuss how you can add value from day one. Confidence and preparation can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy and straightforward!
We think you need these skills to ace Financial Planner - £20m Book in 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, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Be genuine and let your personality come through!
Showcase Your Experience:Don’t just list your past jobs; explain how your experience has prepared you for this role. Talk about your successes in managing client portfolios and how you’ve built strong relationships with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
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 your financial metrics. Brush up on your understanding of AUM and how it relates to client portfolios. Be ready to discuss how you’ve managed similar figures in the past.
✨Showcase Relationship Management Skills
This role emphasises strong relationship management, so prepare examples that highlight your client-facing skills. Think about times when you’ve successfully built rapport or resolved client issues, and be ready to share those stories.
✨Demonstrate Autonomy
The firm values adviser autonomy, so come prepared to discuss how you manage your own diary and work independently. Share specific strategies you use to stay organised and ensure client satisfaction while working flexibly.
✨Align with Their Culture
Research the firm’s culture and values. Be ready to explain why you’re a good fit for their supportive environment. Highlight your motivation to grow within a team that values collaboration and independence.
