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For Companies At a Glance
- Tasks: Advise high-net-worth clients on international financial planning and wealth management.
- Company: Join a growing UK-based wealth management group focused on expat financial planning.
- Benefits: Enjoy hybrid working, private medical insurance, and a strong pension contribution.
- Why this job: Inherit a significant client book and work in a collaborative, high-growth environment.
- Qualifications: Diploma in Financial Planning and experience with expatriates or international structures required.
- Other info: Opportunity to earn a performance-based bonus and work with complex financial arrangements.
The predicted salary is between 55000 - 85000 £ per year.
A growing UK-based financial planning team is looking to appoint an experienced Expat Financial Planner to support clients returning to the UK from overseas. This is a unique opportunity to inherit a significant client book and play a key role in delivering specialist cross-border advice within a high-growth, PE-backed wealth management group.
The Opportunity
- Inherit a well-established client bank with:
- £40M–£50M AUM
- £450,000–£500,000 recurring income
Responsibilities
- Advise repatriated clients on how to efficiently bring their wealth back into the UK
- Deliver holistic financial planning across pensions, investments, protection, and tax optimisation
- Work with structures such as QROPS, QNUPS, RNUKS, offshore pensions and bonds
What You’ll Need
- Diploma in Financial Planning (or equivalent)
- Current SPS and CAS status
- Experience advising expatriates or dealing with international financial structures
- Knowledge of providers such as iPensions, London & Colonial and Heritage
Salary & Benefits
- £65,000 – £85,000
- Bonus based on performance
- Hybrid working
- Private Medical Insurance
- Strong employer pension contribution
- Life Assurance, Health Cash Plan
Financial Planner - International Clients employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - International Clients
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who specialise in expatriate services. Attend industry events or webinars to connect with potential colleagues and clients who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the specific financial products and structures mentioned in the job description, such as QROPS and offshore pensions. This knowledge will not only boost your confidence but also demonstrate your commitment to understanding the needs of international clients.
✨Tip Number 3
Consider reaching out to current or former employees of the company to gain insights into their culture and expectations. This can help you tailor your approach and show that you are genuinely interested in being part of their team.
✨Tip Number 4
Stay updated on the latest trends and regulations affecting expatriates and international finance. Being knowledgeable about current affairs will allow you to engage in meaningful conversations during interviews and showcase your expertise.
We think you need these skills to ace Financial Planner - International Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with expatriates and international financial structures. Use specific examples that demonstrate your expertise in advising high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the unique challenges faced by repatriated clients. Mention your relevant qualifications, such as your Diploma in Financial Planning, and how they align with the role.
Highlight Relevant Experience: In your application, emphasise any previous roles where you advised clients on cross-border financial matters. Discuss your familiarity with structures like QROPS and offshore pensions, as this will be crucial for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial planning industry.
How to prepare for a job interview at mbf
✨Showcase Your Expertise in International Financial Structures
Make sure to highlight your experience with international financial structures like QROPS and offshore pensions. Be prepared to discuss specific cases where you've successfully advised expatriates, as this will demonstrate your capability to handle the complexities of the role.
✨Understand the Client's Needs
Research the typical concerns of high-net-worth individuals returning to the UK. During the interview, ask insightful questions about how the company approaches client relationships and tailor your responses to show that you can meet those needs effectively.
✨Demonstrate Your Collaborative Spirit
Since the role involves working closely with a team of advisers and support professionals, be ready to share examples of how you've successfully collaborated in previous roles. Highlight your ability to work within a team to deliver comprehensive financial planning solutions.
✨Prepare for Technical Questions
Expect technical questions related to financial planning, especially around tax optimisation and investment strategies for expatriates. Brush up on relevant regulations and best practices to ensure you can confidently answer any queries that come your way.
