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- 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.
Financial Planner – High-Quality Clients | London (Hybrid) | £90,000 + Bonus + Benefits
An excellent opportunity has arisen for a Chartered Financial Planner to join a leading financial planning team within a highly regarded professional services firm based in the City of London.
This is a well-structured and collaborative environment, offering strong internal referrals, high-quality clients, and full support across paraplanning, compliance, and operations. The role is ideal for an experienced adviser who enjoys client-facing work and wants to focus on relationship management and high-level planning without writing reports.
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
Key Responsibilities:
- Manage and develop a portfolio of high-net-worth private clients, including partners of professional firms, business owners, and families.
- Conduct in-depth client meetings, identify planning needs, and present tailored advice.
- Collaborate closely with in-house tax, legal, and accountancy teams to deliver joined-up solutions.
- Maintain the highest compliance and regulatory standards across all client work.
What They’re Looking For:
- Chartered Financial Planner (or close to Chartered).
- 5–7+ years of experience in financial planning, ideally within a reputable firm.
- Proven ability to manage client relationships independently and confidently.
- Organised, articulate, and professional — able to explain complex matters clearly.
- This role is not suitable for those looking to transition from a paraplanning background.
The Offer:
- £90,000 base salary
- Annual discretionary bonus linked to individual and firm performance
- Full support from paraplanning, compliance, and admin teams
- Clear long-term progression opportunities
- Hybrid working and excellent benefits
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.
