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For Companies At a Glance
- Tasks: Deliver expert financial planning advice and manage client relationships.
- Company: Join a successful team dedicated to providing holistic financial advice.
- Benefits: Enjoy a supportive environment that values professional growth and ethical integrity.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic setting.
- Qualifications: FCA certification and QCF Level 4 required; strong communication and problem-solving skills essential.
- Other info: Ideal for motivated individuals who thrive under pressure and enjoy networking.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
An award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering clients across London and the South East.
The Opportunity
This is a newly created position within a well-established and expanding Wealth Management business. You’ll be responsible for delivering high-quality, holistic financial advice to a loyal client base while also driving new business growth through networking and internal referrals.
The firm has acquired several IFA businesses in recent years, providing an impressive client book and strong pipeline of leads. You’ll benefit from an established brand, in-house professional connections across tax, audit, and corporate finance, and the autonomy to build your own presence in the local market.
Key Responsibilities
- Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice.
- Develop new client relationships through referrals, networking, and business development activities.
- Collaborate with internal teams to identify cross-referral opportunities.
- Maintain up-to-date technical knowledge of financial planning, tax, and related areas.
- Contribute to the continued growth and development of the Wealth Planning division.
About You
- Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred.
- At least 3 years’ experience providing face-to-face advice to HNW clients.
- Proven ability to develop new business and nurture long-term client relationships.
- Professional, confident, and proactive, with a genuine interest in holistic wealth management.
What’s on Offer
- £75,000–£90,000 base salary (depending on experience).
- Bonus up to 20% of base salary.
- Hybrid / flexible working across City and South London offices.
- Comprehensive benefits package and excellent career progression opportunities, including potential advancement to Senior Manager / Associate Director / Partner level.
This is an exceptional opportunity for an ambitious Wealth Planner seeking to align with a respected professional services firm and play a key role in their next phase of growth.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Networking is key in the financial planning industry. Attend industry events, join relevant professional groups, and connect with potential clients on platforms like LinkedIn to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise by staying updated on market trends and regulatory changes. Engage in discussions or write articles about these topics to demonstrate your knowledge and passion for financial planning.
✨Tip Number 3
Practice your presentation skills. Since the role involves client engagement and presentations, consider joining a local Toastmasters club or similar group to enhance your public speaking abilities.
✨Tip Number 4
Prepare for interviews by developing case studies based on your past experiences. Be ready to discuss how you've successfully managed client relationships and tailored financial strategies to meet their needs.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Planner. Familiarise yourself with the key tasks such as conducting financial reviews and developing customised plans.
Tailor Your CV: Highlight your relevant experience in financial planning, especially any work with niche clients. Emphasise your FCA certification and QCF Level 4 qualification to meet the job requirements.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for helping clients achieve their financial goals. Mention specific examples of how you've successfully managed client relationships and provided tailored advice.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure your application reflects your ability to convey complex financial information clearly. Use concise language and professional formatting in your documents.
How to prepare for a job interview at mbf
✨Showcase Your Financial Knowledge
Make sure to brush up on the latest financial planning products and market trends. Being able to discuss these topics confidently will demonstrate your expertise and commitment to staying informed.
✨Prepare for Client Scenarios
Think of specific client scenarios you might encounter in the role. Be ready to explain how you would conduct a comprehensive review of their financial circumstances and develop tailored strategies.
✨Highlight Your Networking Skills
Since networking is key in this role, prepare examples of how you've successfully built relationships in the past. This could include any presentations or events you've led that helped you connect with potential clients.
✨Demonstrate Problem-Solving Abilities
Be prepared to discuss challenges you've faced in previous roles and how you overcame them. This will showcase your strong problem-solving skills and commercial acumen, which are essential for a Wealth Planner.
