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- 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 an inclusive culture that values your voice and supports your professional growth.
- Qualifications: Must be a Chartered Financial Planner with proven experience in managing complex client relationships.
- Other info: Opportunity for long-term career development and bi-annual salary reviews based on performance.
The predicted salary is between 43200 - 60000 £ per year.
Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm? We’re recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing.
This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Hertfordshire, Lincoln and Peterborough region. Role would be St Albans based but with lots of scope for hybrid/flexible working.
The Opportunity- Develop and maintain a portfolio of new and existing clients.
- Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning.
- Build and nurture a network of internal and external introducers.
- Collaborate closely with colleagues to deliver a seamless client experience across services.
- Identify new business opportunities and contribute to wider strategic growth goals.
- Base salary up to £75,000, with flexibility depending on experience.
- Bi-annual salary reviews recognising contribution and performance.
- Excellent bonus structure and growth potential.
- Highly flexible hybrid working to support work-life balance.
- 28 days’ annual leave, including 3 days off at Christmas.
- Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme.
- Support for CPD, professional memberships, and long-term career development.
- Be part of an inclusive, supportive culture where your voice matters.
- Chartered Financial Planner (CII) or higher.
- CAS and SPS are essential.
- Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business.
- Excellent communication, presentation, and problem-solving skills.
- Strong technical knowledge of financial planning products, funds, pensions, and markets.
- Organised, detail-oriented, and able to manage multiple priorities.
This is a truly rewarding opportunity for a qualified, client-focused Financial Planner looking to join a firm that values long-term relationships, professional excellence, and flexible working.
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 planning industry, especially those who are already working at firms similar to ours. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research our firm’s values and recent projects to understand what we prioritise. Tailor your conversations during interviews to reflect how your experience aligns with our commitment to employee development and client relationships.
✨Tip Number 3
Prepare to discuss specific examples of how you have successfully managed complex client relationships in the past. Highlight your problem-solving skills and how they contributed to client satisfaction and business growth.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning, particularly in pensions and investments. Being knowledgeable about current market conditions will demonstrate your expertise and readiness to contribute to our team.
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 qualifications as a Chartered Financial Planner, including your CII certification and any relevant experience in managing complex client relationships. Use specific examples to demonstrate your success in similar advisory roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your alignment with the firm's values. Mention your experience in delivering high-quality, personalised financial advice and how you can contribute to their growth goals.
Highlight Relevant Skills: In your application, emphasise your excellent communication, presentation, and problem-solving skills. Provide examples of how you've successfully built and nurtured client relationships and identified new business opportunities.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial planning industry.
How to prepare for a job interview at mbf
✨Showcase Your Qualifications
Make sure to highlight your Chartered Financial Planner status and any additional qualifications like CAS and SPS. Be prepared to discuss how these credentials have equipped you to manage complex client relationships effectively.
✨Demonstrate Client Management Skills
Prepare examples from your past experience where you've successfully managed high-value clients. Discuss specific strategies you used to nurture these relationships and how you identified new business opportunities.
✨Communicate Clearly and Confidently
Since excellent communication is key in this role, practice articulating your thoughts clearly. Use concise language and be ready to present your ideas on financial planning in a way that is easy for clients to understand.
✨Emphasise Team Collaboration
This firm values collaboration, so be ready to discuss how you've worked with colleagues in the past. Share examples of how you contributed to a seamless client experience by collaborating across different services.
