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For Companies At a Glance
- Tasks: Manage a portfolio of clients and provide tailored financial advice.
- Company: Join a leading UK Wealth Manager based in London.
- Benefits: Enjoy a competitive salary, bonus, and benefits package.
- Why this job: This role offers a unique chance to build lasting client relationships and drive revenue.
- Qualifications: Proven experience as a Financial Planner; Chartered status preferred but not required.
- Other info: Opportunity to take over a significant client bank from a retiring adviser.
The predicted salary is between 54000 - 126000 £ per year.
Job Title: Senior Financial Planner Location: London Salary: Up to £90,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring – the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years. Key Responsibilities: Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals. Retirement Transition: Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships. Revenue Generation: Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager. Requirements: Proven experience as a Financial Planner with a focus on private clients. Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered. Strong understanding of wealth management principles and finan…
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
Make sure to highlight your experience in managing client portfolios during the interview. Discuss specific examples where you've successfully transitioned clients or maximized revenue opportunities, as this will demonstrate your capability to take over the existing client bank.
✨Tip Number 2
Familiarize yourself with the wealth management principles and financial products that are relevant to the clients you will be managing. This knowledge will not only help you in the interview but also show your commitment to providing tailored advice.
✨Tip Number 3
Network with professionals in the wealth management industry, especially those who have experience in client transitions. They can provide valuable insights and tips on how to handle the unique challenges of taking over a retiring adviser's client bank.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client management and revenue generation. This shows your genuine interest in the role and helps you understand how you can contribute to the firm's success.
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 Financial Planner, especially with private clients. Emphasize any relevant qualifications, such as Chartered Financial Planner status, and showcase your ability to manage client portfolios effectively.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your background aligns with managing client relationships and generating revenue, and express your enthusiasm for the opportunity.
Highlight Relevant Experience: In your application, focus on your proven experience in wealth management and client advisory roles. Provide examples of how you've successfully managed client portfolios and contributed to revenue growth in previous positions.
Showcase Your Client Management Skills: Demonstrate your ability to maintain strong client relationships and ensure continuity of service. Include specific instances where you facilitated smooth transitions or enhanced client satisfaction in your previous roles.
How to prepare for a job interview at mbf
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client portfolios. Highlight specific examples where you've successfully tailored financial advice to meet individual client needs and how you maintained strong relationships.
✨Demonstrate Your Knowledge of Wealth Management
Make sure to brush up on wealth management principles. Be ready to explain how you would approach managing the existing client bank and what strategies you would implement to maximize revenue opportunities.
✨Discuss Transition Strategies
Since this role involves transitioning clients from a retiring adviser, think about how you would ensure a smooth handover. Prepare to share your thoughts on maintaining continuity of service and building trust with clients during this process.
✨Highlight Your Qualifications
If you have Chartered Financial Planner status, make it known. If you're close to achieving it, mention the exams you have left and how your current knowledge and experience make you a strong candidate for the role.
