At a Glance
- Tasks: Manage high-value client portfolios and deliver tailored financial planning advice.
- Company: Established financial services business with a strong reputation.
- Benefits: Competitive salary, discretionary bonus, and excellent benefits package.
- Other info: Hybrid working available with opportunities for mentorship and professional growth.
- Why this job: Join a senior role where you can make a real impact on clients' financial futures.
- Qualifications: Level 6 Advanced Diploma in Financial Planning and experience with high-value clients.
The predicted salary is between 63000 - 77000 £ per year.
We are delighted to be working with an established financial services business to recruit a Senior Financial Planner to join its Financial Planning team.
This is a senior, client-facing opportunity with responsibility for an established portfolio of high-value clients, alongside a strong focus on delivering comprehensive financial planning and developing long-term client and professional relationships.
The successful individual will be based from the Poole office, with regular travel across Dorset to meet clients and build relationships with professional introducers.
The Role
The Senior Financial Planner will take ownership of an established client portfolio with circa £25m of assets under management, with an average client relationship of approximately £500,000.
Clients typically have investable assets ranging from £200,000 to £1.5m, requiring a high-quality, holistic approach to financial planning and ongoing relationship management.
The role will involve providing complex financial advice across areas including retirement planning, investment management, tax planning and estate planning, whilst ensuring a consistently high level of client service and regulatory compliance.
Alongside managing and developing the existing portfolio, the role will have a strong commercial element, with responsibility for identifying new opportunities through referrals, professional partnerships, networking and relationship development.
Key Responsibilities
- Manage and develop an established portfolio of high-value clients, providing proactive and tailored financial planning advice.
- Build trusted, long-term relationships with clients and professional introducers.
- Provide comprehensive advice across retirement, investment, tax and estate planning.
- Identify opportunities to develop existing client relationships and generate new business.
- Maintain a strong business development pipeline and contribute to regional growth.
- Work collaboratively with Paraplanners and Client Executives to deliver an efficient and high-quality client experience.
- Take ownership of key client relationships and contribute to client retention strategies.
- Act as a point of escalation for complex client requirements.
- Support and mentor less experienced Financial Planners, sharing technical knowledge and best practice.
- Contribute to wider team initiatives, process improvements and the development of financial planning technology.
- Maintain exemplary standards of FCA compliance, risk management and advice quality.
The role profile places particular emphasis on managing complex, high-value client relationships, delivering advanced financial planning advice and contributing to wider business development activity.
About You
The successful candidate will be an experienced Financial Planner with a strong technical background and a proven track record of advising high-value clients.
Key requirements include
- Level 6 Advanced Diploma in Financial Planning (or equivalent) or above.
- Proven experience providing regulated financial advice to high-value clients.
- Strong knowledge of FCA regulations and compliance.
- Experience delivering holistic financial planning across areas such as retirement, investments, tax and estate planning.
- Strong relationship management skills and a genuine client-first approach.
- Commercial awareness and experience identifying and developing new business opportunities.
- Confidence building relationships with professional introducers and external partners.
- Excellent communication, organisation and time-management skills.
- A proactive approach with strong problem-solving and decision-making abilities.
- High levels of attention to detail and ownership of client outcomes.
- Experience with financial planning and CRM systems such as Cash Calc, Intelliflo or similar would be advantageous.
- Location & Working Pattern
A degree of hybrid working is available, with the expectation that the successful candidate will spend regular time in the Poole office, particularly during the initial period of building relationships with colleagues, clients and professional introducers.
Package
- Salary up to £98,000, dependent on experience.
- Discretionary bonus of up to 30% of salary.
- Established client portfolio with circa £25m AUM.
- Excellent benefits package
- Average client relationship of approximately £500,000.
- Senior position within an established Financial Planning function.
- Opportunity to combine high-quality technical advice with relationship management and business development.
- Supportive environment with opportunities to mentor colleagues and contribute to wider team development.
This is a strong opportunity for an experienced Financial Planner seeking a senior position with an established client portfolio, significant AUM and the opportunity to play an important role in both client delivery and regional business development.
Senior Financial Planner in Poole employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in Poole
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planner in Poole
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf. Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf. Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf. Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf. Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf. Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
