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- Tasks: Manage and grow a portfolio of high-value clients while delivering personalised financial planning advice.
- Company: Join a respected firm known for excellence in accountancy, tax, audit, and advisory services.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, 28 days leave, and private medical insurance.
- Why this job: Be part of a dynamic team that values employee development and work-life balance.
- Qualifications: Chartered Financial Planner (CII) or higher with strong technical knowledge in financial products.
- Other info: Flexible working options available to support your lifestyle and career growth.
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 - Hybrid Working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Hybrid Working
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who are already working in similar roles. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Research the firm’s values and recent projects to understand their approach to client relationships and financial planning. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in their work.
✨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 portfolios and provided personalised advice in previous roles.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning, particularly in pensions, investments, and tax planning. Being knowledgeable about current market conditions will show that you are proactive and well-informed, which is crucial for this role.
We think you need these skills to ace Financial Planning Administrator - Hybrid 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 collaboration, be sure to highlight your interpersonal skills. Discuss your ability to build networks and work effectively within a team, as well as your approach to client service.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Financial Planning Administrator, it's crucial to demonstrate your strong technical knowledge of financial planning products, funds, pensions, and markets. Be prepared to discuss specific examples from your experience that highlight your expertise in these areas.
✨Emphasise Client Relationships
This role values long-term relationships with clients. During the interview, share stories that illustrate how you've successfully built and nurtured client relationships in the past, and how you plan to do so in this new position.
✨Discuss Your Adaptability
With the hybrid working model in place, it's important to convey your adaptability and flexibility. Talk about your experience working in different environments and how you manage your time effectively to maintain productivity.
✨Prepare Questions About Growth Opportunities
The firm offers excellent support for CPD and career development. Prepare thoughtful questions about growth opportunities within the company, showing your enthusiasm for professional development and commitment to long-term success.
