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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a top-tier professional services firm in the heart of London.
- Benefits: Enjoy a £90,000 salary, bonuses, hybrid work, and great perks.
- Why this job: Perfect for those who love client interaction and strategic planning without report writing.
- Qualifications: Chartered Financial Planner with 5-7+ years of experience required.
- Other info: Collaborative environment with strong support from various teams.
The predicted salary is between 54000 - 126000 £ 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.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, client base, and the specific services they offer. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience managing client relationships. Be ready to share specific examples of how you've successfully navigated complex financial situations and built trust with clients over the years.
✨Tip Number 4
Showcase your ability to collaborate with other professionals, such as tax and legal advisors. Highlight any past experiences where teamwork led to successful outcomes for clients, as this is crucial 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 as a Chartered Financial Planner. Focus on your client management skills and any relevant achievements in financial planning, especially with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to manage client relationships. Mention specific experiences that demonstrate your expertise and how you align with the company's values.
Highlight Relevant Experience: In your application, emphasise your 5–7+ years of experience in financial planning. Provide examples of how you've successfully managed client portfolios and collaborated with other professionals to deliver comprehensive solutions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at mbf
✨Showcase Your Client Management Skills
Since the role focuses on managing high-net-worth clients, be prepared to discuss your experience in building and maintaining client relationships. Share specific examples of how you've successfully navigated complex client needs and delivered tailored financial advice.
✨Demonstrate Your Technical Knowledge
As a Chartered Financial Planner, you should be well-versed in financial regulations and compliance standards. Brush up on relevant legislation and be ready to explain how you ensure compliance in your work, as this is crucial for the role.
✨Prepare for Collaborative Scenarios
The job involves working closely with tax, legal, and accountancy teams. Think of instances where you've collaborated with other professionals to deliver comprehensive solutions for clients. Highlight your ability to communicate effectively across different disciplines.
✨Articulate Complex Concepts Simply
You need to be able to explain intricate financial matters clearly and concisely. Practice breaking down complex topics into simple terms, as this will demonstrate your communication skills and ability to engage with clients who may not have a financial background.
