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- Tasks: Manage and nurture a portfolio of clients while providing tailored financial planning solutions.
- Company: Join a dynamic, fast-growing Financial Planning group in Buckinghamshire.
- Benefits: Enjoy flexible working arrangements, competitive salary, bonuses, and full support from the team.
- Why this job: Elevate your career in a vibrant environment that values client service and growth.
- Qualifications: Proven experience as a Financial Planner with a Level 4 Diploma in Financial Planning preferred.
- Other info: Work primarily from home with access to the Solihull office for support.
The predicted salary is between 42000 - 84000 £ per year.
Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Buckinghamshire area, with the support and flexibility to excel both in client service and new business development., As a Financial Planner, you will be responsible for managing and developing existing client relationships, providing exceptional financial advice and solutions tailored to client needs. Additionally, you will be encouraged to grow your client base through referrals, networking, and building relationships with professional introducers., * Manage and nurture a portfolio of clients, delivering tailored financial planning solutions
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Grow the client base through proactive business development, including networking and professional partnerships
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Provide ongoing, holistic financial advice and review client plans regularly
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Work collaboratively with an experienced Paraplanning and administrative support team to ensure all client requirements are managed seamlessly
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Proven experience as a Financial Planner, with a strong client-facing track record
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Ability to manage existing client relationships and confidently develop new business
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Level 4 Diploma in Financial Planning (or equivalent); Chartered status preferred but not essential
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Excellent communication and relationship-building skills, with a client-first approach
If you are a driven Financial Planner ready to elevate your career with a reputable group that values flexibility, client service, and growth, we’d love to hear from you!, * 1
Estate Planning
- 1
Financial Planning
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Flexible working arrangement with primarily home-based responsibilities
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Access to the Solihull office, with full Paraplanning and back-office admin support provided
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A competitive basic salary of £50,000 – £75,000, with the potential for bonuses and attractive company benefits
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A vibrant and supportive work environment within a growing financial planning group
Financial Planner employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network actively within the financial planning community in Buckinghamshire. Attend local events, seminars, and workshops to meet potential clients and professional introducers who can refer you.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and success stories that highlight your client-first approach and ability to deliver tailored solutions.
✨Tip Number 3
Consider joining local business groups or associations related to finance and investment. This will help you build relationships with other professionals and expand your network for potential referrals.
✨Tip Number 4
Prepare to discuss your previous client successes and how you've managed substantial portfolios. Be ready to demonstrate your proactive approach to business development during interviews.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, focusing on your client-facing track record and any relevant qualifications like the Level 4 Diploma in Financial Planning. Emphasize your ability to manage existing relationships and develop new business.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with their needs, particularly in managing a substantial client book and providing tailored financial solutions.
Showcase Your Communication Skills: Since excellent communication and relationship-building skills are crucial for this role, provide examples in your application that demonstrate your client-first approach and successful networking experiences.
Highlight Your Business Development Experience: Detail your proactive business development strategies in your application. Mention specific instances where you successfully grew your client base through referrals or professional partnerships.
How to prepare for a job interview at mbf.
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client relationships. Highlight specific examples where you've successfully nurtured a portfolio and delivered tailored financial solutions.
✨Demonstrate Business Development Acumen
Share your strategies for growing a client base through networking and referrals. Discuss any successful partnerships you've built with professional introducers that have led to new business opportunities.
✨Emphasize Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly. Be ready to explain complex financial concepts in a way that clients can easily understand.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare to discuss how you would handle various client situations, ensuring you demonstrate a client-first approach in your responses.
