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For Companies 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 in Cheshire, Warrington employer: Vernon Thomas Search
Contact Detail:
Vernon Thomas Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner 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 meet-ups to make new contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Create a personal brand online by sharing insights and tips related to financial planning on social media or professional platforms. This not only showcases your knowledge but also attracts potential employers.
✨Tip Number 3
Prepare for interviews like a champ! Research the firm thoroughly, understand their client base, and be ready to discuss how you can add value from day one. Tailor your answers to highlight your relationship management skills and experience.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Financial Planner 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 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 qualification prominently. This is essential for us, so make it easy for us to see you meet this requirement.
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 from us.
How to prepare for a job interview at Vernon Thomas Search
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in managing client portfolios. Brush up on key metrics and figures related to the existing client bank you’ll inherit. Be ready to discuss how you would approach managing £20m AUM and any strategies you might implement for growth.
✨Showcase Your Relationship Skills
This role emphasises strong relationship management, so prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific situations where your interpersonal skills made a difference and be ready to share those stories.
✨Understand the Firm's Culture
Research the independent firm’s values and culture. They value adviser autonomy and a supportive environment, so think about how your personal work style aligns with this. Be prepared to discuss how you thrive in flexible working conditions and how you manage your own diary effectively.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions that show your interest in the firm and the role. Ask about their approach to client management, opportunities for professional development, or how they support advisers in growing their client base. This shows you’re serious about contributing to their success.