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For Companies At a Glance
- Tasks: Manage and grow a high-net-worth client book while providing exceptional financial planning services.
- Company: Join a respected wealth management firm known for its strong client relationships and supportive team culture.
- Benefits: Enjoy a competitive salary, performance bonuses, and full Paraplanning & Administration support.
- Why this job: This role offers a chance to develop long-term relationships with HNW clients in a prestigious environment.
- Qualifications: 5+ years of experience as a Financial Advisor and a Level 4 qualification are required.
- Other info: This is a unique opportunity to step into an established client book and advance your career.
The predicted salary is between 60000 - 84000 £ per year.
An established and highly respected wealth management firm is looking for an experienced Financial Planner to take over and develop a high-net-worth (HNW) client book with approximately £45M AUM. This is a fantastic opportunity for a skilled advisor to join a growing private client team and play a key role in developing long-term relationships with HNW individuals.
The Role:
- Manage and grow an existing client book, working with clients who typically have £1M - £3M AUM (minimum £500K).
- Provide high-level financial planning and wealth management services, ensuring exceptional client experience.
- Develop new business through referrals, leads, and your own network of professional introducers.
- Work closely with a dedicated team of Paraplanners and Administrators, allowing you to focus on client engagement and business development.
What We’re Looking For:
- 5+ years’ experience as a Financial Advisor (candidates with 3-5 years’ experience may be considered for an Associate Director role).
- Proven ability to manage and grow an HNW client base, with a strong track record in both business development and client servicing.
- Level 4 qualification (minimum); ideally Level 6 or working towards Chartered status.
- A proactive and relationship-driven approach, with strong networking skills.
What’s on Offer?
- Highly competitive salary plus performance-based bonuses: 25% bonus on all new business generated.
- Annual discretionary bonus based on wider performance.
- Full Paraplanning & Administration support.
- The opportunity to take ownership of an established HNW client book.
- A strong, supportive team environment with a well-regarded firm.
This is a rare opportunity for a talented Financial Planner to step into a ready-made client book and develop their career with a prestigious firm.
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 strategically within the wealth management sector. Attend industry events, seminars, and workshops where you can meet potential clients and other financial professionals. Building relationships with other advisors can lead to referrals and introductions to high-net-worth individuals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insightful articles, engage in discussions, and connect with individuals in your target market. This will help you establish credibility and attract potential clients.
✨Tip Number 3
Consider joining professional associations related to financial planning and wealth management. These organisations often provide networking opportunities, resources, and events that can help you connect with high-net-worth clients and other professionals in the field.
✨Tip Number 4
Prepare to demonstrate your track record in managing and growing an HNW client base during interviews. Be ready to discuss specific examples of how you've successfully developed client relationships and generated new business, as this will be crucial in showcasing your fit 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 Financial Advisor, particularly focusing on your ability to manage and grow high-net-worth client bases. Use specific metrics to demonstrate your success in business development and client servicing.
Craft a Compelling Cover Letter: In your cover letter, emphasise your proactive and relationship-driven approach. Mention your networking skills and how they have contributed to your previous successes. Be sure to express your enthusiasm for the opportunity to work with a prestigious firm.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you hold a Level 4 or Level 6 qualification, or are working towards Chartered status. This is crucial for demonstrating your professional credibility in the financial planning sector.
Showcase Client Engagement Experience: Provide examples of how you have developed long-term relationships with clients in the past. Discuss your approach to ensuring exceptional client experiences, as this aligns with the firm's values and expectations.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Advisor in detail. Highlight specific examples of how you've successfully managed and grown an HNW client base, as this will demonstrate your capability to handle the responsibilities of the role.
✨Demonstrate Your Networking Skills
Since developing new business through referrals and your own network is crucial, come equipped with examples of how you've built and maintained professional relationships. This will show your proactive approach and ability to generate leads.
✨Understand the Firm's Values
Research the wealth management firm thoroughly before the interview. Understanding their values and how they operate will allow you to tailor your responses and show that you're a good cultural fit for their team.
✨Prepare Questions
Have insightful questions ready to ask at the end of the interview. This could include inquiries about their client engagement strategies or how they support their Financial Planners in achieving their goals. It shows your genuine interest in the role and the firm.
