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- Tasks: Serve as the main contact for Ultra High Net Worth clients, building relationships and providing financial advice.
- Company: Join a leading firm specializing in financial solutions for industry leaders in Private Equity and Law.
- Benefits: Enjoy 25 days of annual leave, hybrid work options, and support for mental and physical health.
- Why this job: Shape your career while making a real impact on clients' financial lives in a supportive environment.
- Qualifications: Must hold a Chartered certificate, with 5+ years of experience advising HNW and UHNW clients.
- Other info: Experience a flexible, outcome-led culture with regular team socials and family-friendly policies.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
About the Company:
We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.
Job Description:
We are currently seeking a dynamic Wealth Planner to join our client's team. This role is ideal for an individual with 1-2 years of client-facing experience who is working towards (or already attained) chartered status. As a Wealth Planner, you will have the unique opportunity to work closely alongside and shadow an experienced Head of Wealth, gaining invaluable experience in the upper echelons of the financial market.
Key Responsibilities:
- Collaborate with the Head of Wealth to develop and execute tailored wealth management strategies for high-net-worth clients.
- Foster and maintain strong client relationships, ensuring the achievement of their financial objectives.
- Conduct thorough financial reviews and analysis, offering expert guidance to clients.
- Stay updated on industry trends and regulations to provide the most effective solutions to clients.
Qualifications and Skills:
- 1-2 years of client-facing experience in wealth management or a related field.
- A DipPFS qualification is mandatory, with a commitment to pursuing chartered status.
- Exceptional interpersonal and communication skills.
- Strong analytical capabilities and attention to detail.
- A genuine passion for the financial industry and a drive for excellence.
- Benefits:
On Offer:
- Competitive salary ranging from £55,000 to £70,000 per annum.
- Performance-based bonus structure.
- Comprehensive benefits package.
- Flexible working arrangements to support work-life balance.
- Exciting prospects for long-term career development within a reputable organization.
An excellent opportunity to join this prestigious organisation and embark on a fulfilling journey in the world of wealth management. Be part of a team dedicated to helping clients achieve their financial goals at the highest level of the market.
Wealth Planner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Network with professionals in the Private Equity, Corporate Finance, and Law sectors. Attend industry events or webinars where you can meet potential clients and other wealth planners. Building these connections can help you understand the needs of UHNW clients better.
✨Tip Number 2
Stay updated on the latest financial technologies and tools that can enhance your service delivery. Familiarize yourself with the technology used by StudySmarter to demonstrate your ability to leverage it for optimal client outcomes during interviews.
✨Tip Number 3
Prepare to discuss your experience with sophisticated cash-flow planning and financial modeling. Be ready to share specific examples of how you've successfully managed HNW and UHNW clients' financial strategies in the past.
✨Tip Number 4
Showcase your interpersonal skills during the interview process. Practice articulating how you build relationships with clients and handle demanding situations, as this role requires a warm and engaging approach.
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 and requirements of a Wealth Planner. Tailor your application to highlight your experience with Ultra High Net Worth clients and your ability to build strong relationships.
Highlight Relevant Experience: In your CV and cover letter, emphasize your significant experience in providing financial advice, particularly to HNW and UHNW clients. Mention any specific achievements or successful strategies you've implemented in previous roles.
Showcase Your Skills: Demonstrate your methodical and detail-oriented approach in your application. Provide examples of how you've effectively collaborated with teams and handled demanding clients, showcasing your solutions-led mindset.
Personalize Your Application: Make your application stand out by personalizing it. Address the hiring manager by name if possible, and express your enthusiasm for the company’s values and culture, especially regarding work-life balance and support for mental health.
How to prepare for a job interview at mbf
✨Understand Your Clients
As a Wealth Planner, it's crucial to demonstrate your understanding of Ultra High Net Worth clients. Be prepared to discuss how you would build relationships and tailor financial strategies to meet their unique goals.
✨Showcase Your Expertise
Highlight your experience in providing financial advice, especially to HNW and UHNW clients. Be ready to share specific examples of sophisticated cash-flow planning and financial modeling you've conducted in the past.
✨Familiarize Yourself with Relevant Regulations
Since holding a Chartered certificate and being FCA regulated is essential, ensure you can discuss relevant regulations and how they impact your advisory role. This shows your commitment to compliance and professionalism.
✨Demonstrate Collaboration Skills
The role requires effective collaboration with the Investment and Financial Life Solutions team. Prepare to discuss how you have successfully worked in teams before and how you plan to leverage technology to enhance client outcomes.
