At a Glance
- Tasks: Provide holistic financial planning and advice to high-net-worth clients.
- Company: Established national wealth management firm with a strong succession plan.
- Benefits: Salary up to £100,000, performance bonuses, and flexible working arrangements.
- Other info: Field-based role with dedicated support and modern technology.
- Why this job: Join a secure firm with client opportunities and a clear path for career growth.
- Qualifications: Experience in financial planning and a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 49500 - 60500 £ per year.
An established national wealth management firm is looking to appoint an experienced Financial Planner as part of a long-term succession plan. The opportunity would suit an Adviser who can bring a small number of established client relationships with them but wants the security and growth potential of joining a well-capitalised business. You will work closely with a highly experienced Senior Financial Planner who is gradually winding down and looking to transition a significant portfolio of clients to the right person. This will be a carefully managed handover rather than an immediate transfer. You will attend joint meetings, build relationships with clients and progressively take responsibility for their ongoing financial planning. The firm can also provide high-quality leads and further client opportunities to help you develop a substantial long-term portfolio.
The role
- Provide holistic, independent financial planning and ongoing advice to a diverse portfolio of HNW and UHNW clients.
- Develop trusted, long-term relationships with new and existing clients.
- Work alongside a Senior Financial Planner to manage the gradual handover of an established client portfolio.
- Attend joint meetings and ensure continuity throughout the transition.
- Provide high-quality advice across pensions, investments, protection, estate planning and wider financial planning.
- Manage and develop the client relationships you introduce to the firm.
- Follow up professionally generated leads and new client opportunities.
- Maintain strong technical, regulatory and ethical standards.
- Represent the firm and contribute to its presence within the local market.
About you
- You will already be an experienced Financial Planner with a strong track record of providing holistic advice and managing ongoing client relationships.
- Ideally, you will be able to transition a small, established portfolio of clients.
- Hold the Level 4 Diploma in Regulated Financial Planning.
- Be Chartered or working towards Chartered status.
- Have experience advising HNW clients with varied and potentially complex requirements.
- Be comfortable taking responsibility for client relationships while working collaboratively with an experienced support team.
- Demonstrate strong communication skills and a genuinely client-focused approach.
- Be looking for a secure, long-term home for both yourself and your clients.
Package and support
- A salary of up to £100,000, depending on experience and the clients being introduced, sensible business plan etc.
- No validation requirement during the first 12 months.
- Performance-related bonus potential thereafter.
- A structured succession plan and access to an established client portfolio.
- A consistent supply of high-quality leads and new client opportunities.
- Dedicated paraplanning and administrative support.
- Modern technology and a well-developed operational infrastructure.
- Complete flexibility over where you work.
- The backing and stability of a well-capitalised national wealth management business.
- A long-term plan for supporting your clients when you eventually decide to retire.
This is a genuinely field-based position with no requirement for regular office attendance. You will be aligned with the firm’s Warwickshire office, where your paraplanning and administrative support teams will be based, but you will have the flexibility to manage your diary and work in the way that best suits your clients. For an experienced Adviser considering the next stage of their career, this offers an unusual combination of autonomy, financial security, inherited client opportunities and a credible long-term succession plan.
Financial Planner in Warwick 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 Financial Planner in Warwick
✨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
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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 Financial Planner in Warwick
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.
