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- Tasks: Manage and grow a portfolio of high-value clients while delivering personalised financial planning advice.
- Company: Join a respected, people-focused firm known for excellence in accountancy and advisory services.
- Benefits: Enjoy flexible hybrid working, competitive salary, bonuses, and 28 days' annual leave.
- Why this job: Be part of a dynamic team that values professional development and work-life balance.
- Qualifications: Must be a Chartered Financial Planner with strong technical knowledge in financial products.
- Other info: Opportunity for long-term career growth and support for professional memberships.
The predicted salary is between 45000 - 75000 £ per year.
Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm? We’re recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing.
This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Hertfordshire, Lincoln and Peterborough region. Role would be St Albans based but with lots of scope for hybrid/flexible working.
- Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning.
- Build and nurture a network of internal and external introducers.
Base salary up to £75,000, with flexibility depending on experience.
- Bi-annual salary reviews recognising contribution and performance.
- Excellent bonus structure and growth potential.
- Highly flexible hybrid working to support work-life balance.
- 28 days’ annual leave, including 3 days off at Christmas.
- Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme.
- Support for CPD, professional memberships, and long-term career development.
Chartered Financial Planner (CII) or higher. Strong technical knowledge of financial planning products, funds, pensions, and markets. This is a truly rewarding opportunity for a qualified, client-focused Financial Planner looking to join a firm that values long-term relationships, professional excellence, and flexible working.
Financial Planning Administrator - Flexible Working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Flexible Working
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who are already working in firms similar to ours. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research our firm’s values and recent projects to understand what we prioritise. Tailor your conversations during interviews to reflect how your personal values align with ours, particularly around employee development and client relationships.
✨Tip Number 3
Prepare to discuss your experience with high-value clients and complex financial products. Be ready to share specific examples of how you've successfully managed client portfolios and delivered personalised financial advice.
✨Tip Number 4
Showcase your commitment to continuous professional development. Highlight any relevant certifications or training you've completed, and express your enthusiasm for furthering your skills in line with our support for CPD and professional memberships.
We think you need these skills to ace Financial Planning Administrator - Flexible Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Chartered Financial Planner. Emphasise your experience in financial planning, particularly in pensions, investments, tax planning, and estate planning, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client relationships. Mention specific examples of how you've successfully managed complex client portfolios in the past.
Highlight Relevant Skills: In your application, focus on your strong technical knowledge of financial planning products and markets. Include any relevant certifications or memberships that demonstrate your expertise and commitment to professional development.
Showcase Your Soft Skills: Since the firm values long-term relationships and a collaborative environment, highlight your interpersonal skills and ability to build networks. Provide examples of how you've nurtured relationships with clients and colleagues in previous roles.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning products, pensions, and investment strategies. Be prepared to discuss specific examples from your experience that demonstrate your expertise in these areas.
✨Emphasise Client Relationships
This role focuses on managing high-value clients, so highlight your experience in building and nurturing client relationships. Share stories that illustrate your ability to provide personalised advice and maintain long-term connections.
✨Demonstrate Adaptability
With the emphasis on flexible working, be ready to discuss how you manage your time and adapt to different working environments. Share examples of how you've successfully worked in hybrid settings or adjusted to changing client needs.
✨Prepare Questions About Growth Opportunities
Show your interest in professional development by preparing thoughtful questions about the firm's support for CPD and career progression. This demonstrates your commitment to continuous learning and aligns with their values of employee development.
