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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-value clients while delivering personalised financial planning advice.
- Company: Join a respected firm known for excellence in accountancy, tax, audit, and advisory services.
- Benefits: Enjoy a salary up to £75,000, flexible hybrid working, 28 days' leave, and private medical insurance.
- Why this job: Be part of a supportive culture where your contributions matter and help shape the firm's growth.
- Qualifications: Must be a Chartered Financial Planner with proven experience in managing complex client relationships.
- Other info: Opportunities for professional development and bi-annual salary reviews based on performance.
The predicted salary is between 43200 - 78000 £ per year.
1 week ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Founder | Recruitment within Financial Services, Insurance and Tech & Change
Chartered Financial Planner
Location: London, Hybrid
Benefits: Exceptional Benefits Package
Our client, a highly regarded wealth and investment management firm, is seeking an experienced Chartered Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions.
The Role
As a Chartered Financial Planner, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice.
Key Responsibilities:
- Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions.
- Lead client meetings, prepare financial planning reports, and ensure suitability standards are met.
- Collaborate with internal investment managers, tax specialists, and external professional connections to enhance client service.
- Maintain an in-depth understanding of investment markets, regulatory requirements (FCA), and financial planning strategies.
- Contribute to business development through networking, referrals, and professional connections.
Requirements:
- 5+ years of experience in financial planning, working with HNW/UHNW clients.
- Chartered Financial Planner status (CII or CISI).
- Strong knowledge of investment strategies, estate planning, retirement solutions, and tax-efficient structures (e.g., ISAs, SIPPs, Trusts, Offshore Bonds).
- Business development mindset with a track record of growing client portfolios.
- Excellent communication and relationship management skills.
The Package & Benefits:
- Comprehensive support structure: Each Financial Planner is backed by a dedicated Paraplanner, Technical Paraplanner and Administrator.
- Career progression opportunities: Clear pathway to Senior Financial Planning Director and Partner.
This is an excellent opportunity to join a firm that provides strong career growth, a high-quality client base, and a structured pathway to senior leadership.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Sales, Customer Service, and Research
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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 planning industry, especially those who are already working in similar roles. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the firm's culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly in pensions, investments, and tax planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss your previous experiences managing complex client relationships during interviews. Highlight specific examples where you successfully generated new business or improved client satisfaction, as this will showcase your ability to contribute to the firm's growth.
✨Tip Number 4
Research the firm thoroughly, including its values, mission, and recent achievements. Tailoring your conversation to align with their goals and demonstrating how you can contribute to their success will make a strong impression during your interactions.
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. Focus on your achievements in managing complex client relationships and generating new business, as these are key aspects of the role.
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 specific examples of how you've delivered high-quality, personalised advice in previous roles.
Highlight Relevant Qualifications: Clearly list your qualifications, such as your Chartered Financial Planner status and any relevant certifications like CAS and SPS. This will demonstrate your suitability for the position right from the start.
Showcase Soft Skills: In your application, emphasise your communication, presentation, and problem-solving skills. Provide examples of how you've collaborated with colleagues to enhance client experiences, as this is crucial for the role.
How to prepare for a job interview at mbf
✨Showcase Your Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your technical knowledge during the interview. Be prepared to discuss specific financial planning products and strategies you've successfully implemented in the past.
✨Highlight Client Relationship Management
Since the role involves managing complex client relationships, share examples of how you've built and maintained strong connections with clients. Discuss any challenges you faced and how you overcame them to ensure client satisfaction.
✨Demonstrate Your Problem-Solving Skills
Prepare to discuss scenarios where you've had to solve complex financial issues for clients. This will showcase your analytical thinking and ability to provide tailored solutions, which is key for this position.
✨Emphasise Collaboration
The job requires working closely with colleagues to deliver a seamless client experience. Be ready to talk about your experience in collaborative environments and how you’ve contributed to team success in previous roles.
