Senior Financial Planner
Descrizione del posto
Texte original importé depuis Reed
What makes this Senior Financial Planner job distinctive is the specific client demographic you will serve. You will work with individuals and families who have been affected by life-changing injuries, helping to ensure their compensation awards last a lifetime. This is a role with a profound social purpose, centered on the mission of providing "life after life-changing events" and protecting vulnerable individuals.
Location & Flexibility:
While the firm’s head office is based in Greater Manchester, you can be based anywhere in the UK as the role does not require regular attendance at the office (usually around 1 day per month).
Key Highlights of the Opportunity:
- High-Value Caseload: The average case size in excess of £2.5m, providing high-level technical advice.
- Financial Strength: The firm manages £1.8 billion in Assets Under Management (AUM) and maintains an exceptional 99% client retention rate.
- Growth & Stability: Privately owned: allowing for accelerated career growth.
- Clear Progression: Following a 3–6 month structured onboarding period, you will enter a clear career path with salary bands ranging from £38k–£68k (Consultant),£74k–£98k( Senior Consultant), to £110k+ (Director)
The Role
In this job of Senior Financial Planner / Financial Adviser, you will deliver high-standard regulated advice and holistic financial planning to a caseload of vulnerable clients. This involves leading annual reviews, collaborating with legal representatives on expert witness work, and contributing to new business activity via an established lead allocation process.
Comprehensive Benefits Package:
- Car allowance
- 5.5% employer pension contribution.
- 28 days holiday (plus bank holidays) and Private Medical Insurance.
- BUPA cash plan and Critical Illness cover.
- Full study support for ongoing professional development.
- Flexible/remote working.
Next Steps:
Apply now if your skills and experience align with this job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Competenze chiave estratte
La nostra IA ha analizzato l'offerta per identificare le competenze richieste.
I nostri consigli per candidarsi
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Highlight your experience advising vulnerable or high-net-worth clients at the top of your Personal Statement — the advert explicitly centres on serving individuals affected by life-changing injuries with average case sizes exceeding £2.5m.
📊 Quantify your caseload and AUM: for example, "Managed a caseload of 45 clients with an average portfolio value of £1.8m, achieving 97% annual review completion rate" to mirror the firm's own metrics.
🎯 Reference any experience with personal injury compensation, Court of Protection work, or expert witness collaboration — these are core to the role and will differentiate your application immediately.
🌐 Emphasise your ability to work remotely and manage client relationships without regular office attendance, as the role requires only approximately 1 day per month in the Greater Manchester head office.
🤝 Mention any cross-disciplinary collaboration with legal representatives or solicitors, as the role specifically involves working alongside legal teams on expert witness matters.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Delivered regulated holistic financial plans for 38 personal injury compensation clients with an average portfolio value of £2.2m, maintaining a 98% annual review completion rate across a fully remote caseload.
- •Collaborated with 4 specialist legal firms on expert witness financial planning reports, contributing to successful Court of Protection applications for 12 vulnerable clients over 18 months.
- •Grew personal caseload AUM from £42m to £61m over 3 years through structured new business activity and referral partnerships, achieving a 97% client retention rate.
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Votre lettre de motivation est prête
Nous avons rédigé une lettre pour The Eventus Recruitment Group. Découvrez l'ouverture, puis débloquez la version complète personnalisée.
Aperçu — adapté à The Eventus Recruitment Group
Dear Hiring Manager,
The opportunity to deliver regulated financial advice and holistic financial planning to personal injury compensation clients — with average case sizes exceeding £2.5m — is precisely the direction I want my career to take, which is why the Senior Financial Planner role at your firm immediately stood out. The firm's mission of providing genuine financial security to vulnerable individuals following life-changing events is a purpose I find deeply compelling.
My background in regulated financial planning includes managing complex, high-value client portfolios and conducting thorough annual reviews that address both immediate needs and long-term financial resilience. I have collaborated with legal representatives on sensitive casework and am experienced in delivering advice to clients who require a particularly careful and empathetic approach. I am equally comfortable working autonomously in a remote capacity while maintaining rigorous standards of client service.
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Domande probabili del colloquio
10 questions générées à partir de cette offre.
Tecniche
- ›How do you structure a holistic financial plan for a client who has received a large personal injury compensation award?
- ›What specific considerations apply when advising vulnerable clients under Court of Protection arrangements?
- ›How do you approach expert witness report writing when collaborating with legal representatives?
- ›Describe your process for conducting a comprehensive annual review for a high-value client with complex needs.
- ›How do you ensure regulatory compliance when delivering advice to vulnerable individuals with life-changing injuries?
Comportamentali
- ›Tell me about a time you managed a particularly complex or emotionally sensitive client situation — how did you handle it?
- ›Describe a situation where you had to collaborate closely with legal professionals. What challenges arose and how did you resolve them?
- ›Give an example of when you identified a gap in a client's financial plan that others had missed. What was the outcome?
- ›Tell me about a time you had to manage a large caseload independently while maintaining high service standards. How did you prioritise?
- ›Describe a situation where you contributed to new business development. What approach did you take and what was the result?
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you managed a particularly complex or emotionally sensitive client situation — how did you handle it?
Describe a situation where you contributed to new business development. What approach did you take and what was the result?