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- Tasks: Deliver tailored financial advice and maintain client relationships.
- Company: Join a reputable, independent financial planning firm in Devon and Somerset.
- Benefits: Enjoy a competitive salary, bonuses, and ongoing development opportunities.
- Why this job: Inherit a substantial client book and work in a supportive team environment.
- Qualifications: Minimum 2 years' experience as a Financial Adviser and Level 4 Diploma required.
- Other info: Access warm leads and regular client introductions for business growth.
The predicted salary is between 52000 - 78000 £ per year.
mbf are proud to be partnering with a well-established, fully independent financial planning firm known for delivering holistic advice and maintaining an outstanding reputation across Devon and Somerset. Due to a recent acquisition, the business is now looking to appoint an experienced Financial Adviser to take over a substantial existing client book valued at approximately £40M AUM. This is a rare opportunity to join a professional, client-focused team and inherit a loyal portfolio. Your primary objective will be to deliver outstanding service, ensuring high levels of client retention, while also identifying opportunities to organically grow the book through referrals and professional introducers.
Key Responsibilities- Deliver tailored, holistic financial advice to a diverse client base in line with their individual needs and goals.
- Maintain and strengthen long-term relationships, earning client trust and ensuring continued satisfaction.
- Keep up to date with regulatory changes, market trends, and best practices to ensure compliant and effective advice.
- A minimum of 2 years' experience as a Financial Adviser, ideally in an independent setting.
- Proven ability to manage and grow client relationships.
- Strong knowledge of financial planning, investment products, and retirement strategies.
- Excellent interpersonal, communication, and problem-solving skills.
- Level 4 Diploma in Financial Planning (or equivalent) is essential.
- Inheritance of a large, loyal client book (approx. £40M AUM).
- A collaborative, supportive working environment with ongoing development opportunities.
- Basic salary of circa £65,000 (negotiable depending on experience) plus performance-related bonuses.
- Access to regular client introductions and warm leads to support continued business development.
Financial Planner - Client book provided employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Client book provided
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who may have connections to the firm. Attend local finance-related events or seminars in Devon and Somerset to meet potential colleagues and clients.
✨Tip Number 2
Showcase your expertise by engaging in online forums or social media groups related to financial planning. Share insights and advice to establish yourself as a knowledgeable professional, which can help you stand out when applying for this role.
✨Tip Number 3
Research the firm thoroughly, including their values, client base, and recent developments. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest in becoming part of their team.
✨Tip Number 4
Prepare to discuss specific strategies for client retention and growth during your interview. Highlight any past successes in managing client relationships and how you plan to leverage the existing client book to drive further business.
We think you need these skills to ace Financial Planner - Client book provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly in independent settings. Emphasise your ability to manage and grow client relationships, as well as your knowledge of financial planning and investment products.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the opportunity to inherit a substantial client book. Discuss how your skills align with the company's values and your commitment to delivering outstanding service.
Showcase Relevant Experience: Provide specific examples of how you've successfully maintained long-term client relationships and delivered tailored financial advice. Highlight any achievements that demonstrate your problem-solving skills and knowledge of market trends.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Adviser in detail. Highlight specific examples of how you've successfully managed and grown client relationships, especially in an independent setting.
✨Demonstrate Client-Centric Approach
Emphasise your commitment to delivering tailored, holistic financial advice. Share stories that illustrate how you've prioritised client needs and built long-term relationships based on trust and satisfaction.
✨Stay Informed on Industry Trends
Make sure you are up to date with the latest regulatory changes, market trends, and best practices in financial planning. This knowledge will not only impress your interviewers but also show your dedication to providing compliant and effective advice.
✨Prepare for Scenario Questions
Anticipate questions that may ask how you would handle specific client situations or challenges. Practising your responses to these scenarios can help you demonstrate your problem-solving skills and ability to think on your feet.
