Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a leading wealth planning firm and develop your own client book.
- Company: A well-established, rapidly growing firm known for excellence in wealth management.
- Benefits: Enjoy flexible working arrangements and a competitive salary with significant earning potential.
- Why this job: Make a meaningful impact while building a lucrative career with unrivalled support.
- Qualifications: Proven track record in financial planning and strong client relationship skills required.
- Other info: Ideal for self-employed planners seeking stability and structured support.
The predicted salary is between 68000 - 76000 £ per year.
We are working on an outstanding opportunity for a motivated and ambitious Wealth Planner to join a leading firm in the UK wealth planning sector. This role offers the perfect platform for individuals with a proactive attitude to develop their own client book, grow Assets Under Management (AUM) year-on-year, and take control of their earning potential. This position is ideally suited for Self-Employed Financial Planners looking to transition into an employed role, offering excellent long-term earning potential and highly flexible working arrangements. The Opportunity Our client is a well-established and rapidly growing wealth management firm with a strong reputation for excellence. They are looking to expand their team by bringing on talented Wealth Planners who are ready to make a meaningful impact in the lives of their clients while building a lucrative career. Key features of the role include: Comprehensive Support: Access to a range of high-quality leads, clients from retiring advisors, and proven business development tools. Tailored Onboarding: A structured 3-6 month training program covering business development, compliance, and service standards, ensuring you hit the ground running. Clear Earning Potential: A competitive base salary of £85,000 – £95,000, plus a highly attractive bonus scheme tied to revenue growth. Long-term earning potential is significant, with planners earning into multiple six figures. Flexible Working: Highly flexible arrangements, with office days (City or Leatherhead) only required 1-2 days per week, depending on your schedule and client needs. Candidate Profile This role is designed for motivated individuals who are serious about building a successful, long-term career in wealth planning. Ideal candidates will have: A proven track record in financial planning or a strong foundation in developing client relationships. The ability to proactively grow and manage a book of business. A commitment to providing high-quality, compliant financial advice. Experience as a Self-Employed Planner or in a similar role, looking to move into an employed environment with structured support. Why This Role Stands Out Unrivalled Support: From comprehensive onboarding to marketing events and networking opportunities, you’ll have everything you need to succeed. Exclusive Opportunities: Build relationships through high-profile events and access to a well-established client base. Long-Term Rewards: The bonus structure offers significant earning potential, making this an excellent option for those looking to grow their career over time. Flexibility: Work in a way that suits your lifestyle while focusing on building your AUM and career. If you are a driven Wealth Planner ready to transition into a highly rewarding employed role, or a self-employed advisor seeking greater stability and support, we want to hear from you.
Financial Planner employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network actively within the wealth management sector. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships can lead to referrals and opportunities that align with your career goals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and success stories to attract attention from both clients and employers in the wealth planning space.
✨Tip Number 3
Consider obtaining additional certifications or training relevant to wealth planning. This not only enhances your skills but also demonstrates your commitment to professional growth, making you a more attractive candidate for the role.
✨Tip Number 4
Prepare to discuss your previous successes in client relationship management during interviews. Be ready to share specific examples of how you've grown AUM or built a client book, as this will highlight your proactive attitude and suitability for the role.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client relationship management. Use specific examples that demonstrate your proactive approach and success in growing a book of business.
Craft a Compelling Cover Letter: Write a cover letter that reflects your motivation for transitioning into an employed role. Emphasize your commitment to providing high-quality financial advice and how you can contribute to the firm's growth.
Showcase Your Track Record: In your application, include quantifiable achievements from your previous roles. Mention any significant growth in Assets Under Management (AUM) or successful client relationships you've developed.
Highlight Your Flexibility: Discuss your ability to adapt to flexible working arrangements. Explain how this flexibility will help you manage your client needs effectively while contributing to the firm's objectives.
How to prepare for a job interview at mbf.
✨Show Your Proactive Attitude
Demonstrate your proactive approach by sharing specific examples of how you've successfully grown your client base or managed assets in the past. This will highlight your ability to take initiative and drive results.
✨Highlight Your Client Relationship Skills
Discuss your experience in building and maintaining strong client relationships. Be prepared to provide examples of how you've provided high-quality, compliant financial advice that has positively impacted your clients' lives.
✨Understand the Company’s Support Structure
Familiarize yourself with the comprehensive support and training programs offered by the firm. Be ready to discuss how you would leverage these resources to enhance your performance and grow your AUM.
✨Emphasize Flexibility and Adaptability
Since the role offers flexible working arrangements, express your willingness to adapt your schedule to meet client needs. Share how you manage your time effectively while balancing work and personal commitments.
