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For Companies At a Glance
- Tasks: Guide new clients through their financial planning journey and ensure seamless handovers.
- Company: Join a forward-thinking financial planning firm that values client relationships and operational excellence.
- Benefits: Enjoy hybrid working, competitive salary, and continuous development opportunities.
- Why this job: Be the welcoming face of the firm and make a real impact on clients' financial futures.
- Qualifications: Must be a Chartered Financial Planner with at least 5 years in financial services.
- Other info: Lead and mentor within a collaborative team while enjoying strong support from marketing and operations.
The predicted salary is between 48000 - 64000 £ per year.
Overview
Senior Recruitment Professional – Financial Services — Chartered Financial Planner Onboarding (Birmingham, hybrid)
Up to £80,000 + benefits + discretionary bonus | Hybrid working
This is an exciting opportunity for a Chartered Financial Planner to take on a pivotal role in a growing, forward-thinking financial planning firm. As the dedicated Onboarding Financial Planner, you will be the first point of contact for new clients, guiding them through their journey, helping them define their goals, and creating a clear financial plan before seamlessly handing them over to the servicing team.
What you’ll do
- Act as the welcoming face of the firm, delivering engaging and inspiring client meetings.
- Guide new clients through their onboarding journey, helping them uncover their life goals and build a tailored financial plan.
- Ensure seamless handovers to servicing advisers while maintaining an excellent client experience.
- Represent the firm at events, build referral relationships, and contribute to thought leadership.
- Lead and mentor within the onboarding team, ensuring high standards of service and operational excellence.
What we’re looking for
- Chartered Financial Planner (essential).
- Minimum 5 years’ experience in financial services, with a focus on onboarding, client acquisition, or business development.
- Strong relationship-building skills with the gravitas to inspire trust quickly.
- Experience with lifestyle financial planning and cashflow modelling (Truth, Voyant, or CashCalc preferred).
- A confident communicator who enjoys uncovering client goals and setting the foundations for long-term planning.
- A collaborative, values-driven culture with a clear distinction between client acquisition and servicing.
- Strong support from marketing, paraplanning, and operations so you can focus on client engagement.
- Continuous development opportunities, including direct mentorship from leadership.
- Hybrid working model with many client meetings held in the firm’s offices.
Salary
Up to £80,000 + company benefits + discretionary bonus.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
For applicants, we encourage interested individuals to apply and look forward to hearing from you.
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Chartered Financial Planner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Chartered Financial Planners. Attend industry events and seminars to build relationships and gain insights into the onboarding process.
✨Tip Number 2
Familiarise yourself with the tools mentioned in the job description, such as Truth, Voyant, or CashCalc. Having hands-on experience with these platforms can set you apart during interviews and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to showcase your relationship-building skills by having examples ready of how you've successfully engaged clients in the past. Highlight your ability to inspire trust and create tailored financial plans that align with client goals.
✨Tip Number 4
Research the firm’s culture and values to understand what they prioritise in client engagement. Tailor your approach to reflect their collaborative and values-driven ethos, which will resonate well during your interactions with them.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Planner, particularly focusing on onboarding and client acquisition. Use specific examples that demonstrate your relationship-building skills and your ability to inspire trust.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention your experience with lifestyle financial planning and cashflow modelling, and explain how you can contribute to the onboarding team.
Highlight Relevant Experience: In your application, emphasise your minimum 5 years’ experience in financial services. Detail any previous roles where you successfully guided clients through their onboarding journey and created tailored financial plans.
Showcase Communication Skills: Since the role requires confident communication, provide examples of how you've effectively engaged with clients in the past. This could include leading meetings, mentoring team members, or representing your firm at events.
How to prepare for a job interview at mbf
✨Showcase Your Client-Centric Approach
As a Chartered Financial Planner, it's crucial to demonstrate your ability to build strong relationships with clients. Prepare examples of how you've successfully guided clients through their financial journeys and how you’ve tailored plans to meet their specific goals.
✨Highlight Your Technical Skills
Make sure to discuss your experience with lifestyle financial planning and cashflow modelling tools like Truth, Voyant, or CashCalc. Be ready to explain how these tools have helped you in previous roles to create effective financial plans.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and client management abilities. Think of scenarios where you had to overcome challenges during the onboarding process and how you ensured a seamless transition for clients.
✨Demonstrate Leadership Qualities
Since the role involves leading and mentoring within the onboarding team, be prepared to discuss your leadership style. Share experiences where you’ve inspired trust and maintained high standards of service among your colleagues.
