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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, and receive generous pension contributions.
- 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.
The predicted salary is between 48000 - 68000 £ 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.
- 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.
- 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.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Service Only
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, especially their focus on client care and work-life balance. This will help you align your answers with what they are looking for in a candidate.
✨Tip Number 2
Prepare to discuss your experience in building and maintaining client relationships. Think of specific examples where you've successfully supported clients in achieving their financial goals, as this is crucial for the role.
✨Tip Number 3
Showcase your knowledge of current financial regulations and market trends during the interview. Being well-informed will demonstrate your commitment to providing accurate and up-to-date advice to clients.
✨Tip Number 4
Emphasise your ability to work collaboratively within a team. Since the role involves working closely with a back-office team, sharing examples of successful teamwork will highlight your fit for the supportive environment they offer.
We think you need these skills to ace Financial Planner - Service Only
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client service. Emphasise any roles where you focused on relationship building and client care, as these are key aspects of the job.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing exceptional client service. Mention how your values align with the firm's emphasis on work-life balance and a supportive environment.
Showcase Your Knowledge: Demonstrate your understanding of current financial regulations and market trends in your application. This shows that you are proactive and committed to providing accurate advice to clients.
Highlight Team Collaboration: Since the role involves working closely with a back-office team, mention any previous experiences where you successfully collaborated with others to achieve common goals. This will show that you are a team player.
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 others. 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 about the industry will demonstrate your commitment to providing accurate and up-to-date advice.
✨Emphasise Work-Life Balance
Since the firm values flexibility and work-life balance, share how you manage your own work-life commitments. This will resonate well with their culture and show that you align with their values.
