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For Companies At a Glance
- Tasks: Manage and grow a high-net-worth client book while providing exceptional financial planning services.
- Company: Join a respected wealth management firm known for its strong client relationships and supportive team culture.
- Benefits: Enjoy a competitive salary, performance bonuses, and full support from Paraplanners and Administrators.
- Why this job: This role offers the chance to develop long-term relationships with HNW clients in a prestigious environment.
- Qualifications: 5+ years of experience as a Financial Advisor and a Level 4 qualification are required.
- Other info: This is a rare opportunity to step into an established client book and advance your career.
An established and highly respected wealth management firm is looking for an experienced Financial Planner to take over and develop a high-net-worth (HNW) client book with approximately £45M AUM. This is a fantastic opportunity for a skilled advisor to join a growing private client team and play a key role in developing long-term relationships with HNW individuals.
The Role:
- Manage and grow an existing client book, working with clients who typically have £1M – £3M AUM (minimum £500K).
- Provide high-level financial planning and wealth management services, ensuring exceptional client experience.
- Develop new business through referrals, leads, and your own network of professional introducers.
- Work closely with a dedicated team of Paraplanners and Administrators, allowing you to focus on client engagement and business development.
What We’re Looking For:
- 5+ years’ experience as a Financial Advisor (candidates with 3-5 years’ experience may be considered for an Associate Director role).
- Proven ability to manage and grow an HNW client base, with a strong track record in both business development and client servicing.
- Level 4 qualification (minimum); ideally Level 6 or working towards Chartered status.
- A proactive and relationship-driven approach, with strong networking skills.
What’s on Offer?
- Highly competitive salary plus performance-based bonuses:
- 25% bonus on all new business generated.
- Annual discretionary bonus based on wider performance.
- Full Paraplanning & Administration support.
- The opportunity to take ownership of an established HNW client book.
- A strong, supportive team environment with a well-regarded firm.
This is a rare opportunity for a talented Financial Planner to step into a ready-made client book and develop their career with a prestigious firm.
Chartered Financial Planner employer: MB Fitzgerald
Contact Detail:
MB Fitzgerald Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, seminars, and workshops where you can meet potential clients and other financial professionals. Building relationships with other advisors can lead to referrals and introductions to high-net-worth individuals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with HNW individuals. Share insightful content related to financial planning and wealth management to position yourself as a thought leader in the field.
✨Tip Number 3
Consider joining professional associations or groups related to financial planning. These organisations often provide valuable resources, networking opportunities, and access to potential clients who are seeking financial advice.
✨Tip Number 4
Prepare to discuss your previous successes in managing and growing an HNW client base during interviews. Be ready to share specific examples of how you've developed long-term relationships and generated new business through referrals.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your ability to manage and grow high-net-worth client relationships. Use specific examples of your achievements in business development and client servicing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach to client engagement. Mention your qualifications and how they align with the requirements of the role, especially your Level 4 or Level 6 status.
Highlight Relevant Experience: In your application, emphasise your 5+ years of experience in the financial advisory sector. Include details about your previous roles, particularly any experience managing HNW clients and developing new business through referrals and networking.
Showcase Your Networking Skills: Demonstrate your strong networking abilities in your application. Provide examples of how you have successfully built relationships with professional introducers and how this has contributed to your success in previous roles.
How to prepare for a job interview at MB Fitzgerald
✨Showcase Your Experience
Be prepared to discuss your previous experience in managing high-net-worth clients. Highlight specific examples of how you've successfully grown a client book and the strategies you used to maintain strong relationships.
✨Demonstrate Your Knowledge
Make sure you are up-to-date with the latest financial planning trends and regulations. Be ready to discuss how these can impact HNW clients and how you would apply this knowledge in your role.
✨Emphasise Relationship Building
Since the role focuses on developing long-term relationships, be prepared to talk about your networking skills and how you approach building trust with clients. Share examples of how you've successfully developed new business through referrals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
