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- Tasks: Support clients with financial planning and relationship building, no sales targets involved.
- Company: A forward-thinking firm prioritising flexibility and exceptional client service.
- Benefits: Work remotely most days, enjoy a competitive salary, pension contributions, and private medical insurance.
- Why this job: Join a supportive team focused on work-life balance and helping clients achieve their financial goals.
- Qualifications: Motivated, kind, and client-centric individuals who thrive in a collaborative environment.
- Other info: Office presence required only one day a week, perfect for students balancing studies and work.
The predicted salary is between 34800 - 46800 £ per year.
A forward-thinking financial planning firm is dedicated to creating a highly flexible and relaxed working environment. They focus on providing exceptional service to their clients while ensuring a unique and positive experience for all employees. Their office is located on Lombard Street in the City, with a strong emphasis on work-life balance.
The firm is seeking a passionate and service-focused Financial Planner to join their team. This role is purely service-oriented with no sales targets, allowing the successful candidate to concentrate fully on client care and relationship building. The Financial Planner will support the director in servicing an extensive client base and helping them achieve their financial goals.
Key Responsibilities:- Manage and service a book of clients, ensuring they receive top-quality financial advice and support.
- Build and maintain strong relationships with clients, helping them stay on track to meet their financial objectives.
- Work closely with a friendly back-office team to provide seamless client service.
- Maintain high standards of compliance and client care.
- Conduct regular reviews and updates of client financial plans.
- Prepare detailed financial plans and reports for clients.
- Stay updated with financial regulations and market trends to provide current and accurate advice.
- Identify and address clients’ financial planning needs, including retirement, investment, and estate planning.
- Flexibility: Office presence is required only one day per week, with bespoke hours available for those with family commitments. Can work around school runs and school holidays.
- Work-Life Balance: The company prioritises carving out time for home as well as work.
- Supportive Environment: A safe, supportive, and motivating workplace where employees can thrive.
- Compensation and Benefits: Salary: £58,000, Pension: 8% employer contribution, Private Medical Insurance (PMI) after one year of service, Discretionary bonus of up to 10%.
- Motivated and Kind: Driven, kind, and eager to contribute positively to the practice.
- Client-Centric: Dedicated to providing the best possible service and care to clients.
- Team Player: Enjoys working collaboratively with a friendly team to achieve common goals.
Join a workplace that values flexibility, balance, and exceptional client service as a Champion Adviser. The firm looks forward to welcoming a new team member who will help clients achieve their financial goals in a supportive and flexible environment.
Financial Planner - Service Only employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Service Only
✨Tip Number 1
Familiarise yourself with the latest financial regulations and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to providing accurate and up-to-date advice to clients.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights into the role and potentially refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss your approach to client care and relationship building during interviews. Think of specific examples from your past experiences that showcase your ability to manage client relationships effectively.
✨Tip Number 4
Research the company culture and values of the firm. Understanding their emphasis on work-life balance and a supportive environment will allow you to tailor your conversations and show how you align with their mission.
We think you need these skills to ace Financial Planner - Service Only
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and ideal candidate traits. Tailor your application to highlight how your skills and experiences align with their focus on client care and relationship building.
Craft a Personalised Cover Letter: Write a cover letter that reflects your passion for financial planning and your commitment to exceptional client service. Mention specific examples of how you've successfully managed client relationships in the past.
Highlight Relevant Experience: In your CV, emphasise any previous roles that involved client management or financial planning. Use bullet points to clearly outline your achievements and how they relate to the responsibilities of the Financial Planner position.
Showcase Your Soft Skills: Since the role is service-oriented, make sure to highlight your interpersonal skills, teamwork, and ability to work in a supportive environment. Provide examples of how you've contributed positively to team dynamics in previous positions.
How to prepare for a job interview at mbf
✨Show Your Passion for Client Care
Make sure to express your genuine enthusiasm for providing exceptional service to clients. Share examples from your past experiences where you prioritised client needs and built strong relationships.
✨Demonstrate Team Spirit
Highlight your ability to work collaboratively with a team. Discuss how you've successfully partnered with colleagues in previous roles to achieve common goals, as this role emphasises teamwork.
✨Stay Informed on Financial Trends
Be prepared to discuss current financial regulations and market trends. Showing that you are knowledgeable and proactive about staying updated will impress the interviewers and demonstrate your commitment to providing accurate advice.
✨Emphasise Work-Life Balance
Since the firm values flexibility and work-life balance, share how you manage your own work-life balance. This could include discussing your strategies for maintaining productivity while ensuring personal commitments are met.
