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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 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 bi-annual salary reviews and support for long-term career development.
The predicted salary is between 43200 - 78000 £ 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 Essex region. Role would be London, City 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.
Why Apply?
- 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.
What We’re Looking For
- 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.
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, as personal referrals can significantly boost your chances of landing the job.
✨Tip Number 2
Familiarise yourself with the firm's values and culture by researching their website and social media presence. Tailor your conversations during interviews to reflect how your personal values align with theirs, demonstrating that you would be a great fit for their team.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully managed complex client relationships or generated new business. This will showcase your expertise and ability to contribute to the firm's growth goals.
✨Tip Number 4
Stay updated on the latest trends and changes in financial planning regulations and products. Being knowledgeable about current market conditions will not only help you in interviews but also demonstrate your commitment to providing high-quality advice to clients.
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 generating new business.
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 personalised financial advice and how you can contribute to the firm's growth in the Essex region.
Highlight Relevant Skills: In your application, emphasise your excellent communication, presentation, and problem-solving skills. Provide examples of how you've successfully collaborated with colleagues to enhance client experiences and identify 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 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, funds, and market trends that are relevant to the role. This will show your depth of understanding and ability to provide high-quality advice.
✨Highlight Client Relationship Management
Since the role involves managing complex client relationships, share examples from your past experiences where you successfully built and maintained these relationships. Discuss how you identified client needs and tailored your services to meet them, showcasing your problem-solving skills.
✨Emphasise Collaboration Skills
The firm values a collaborative working environment, so be ready to talk about how you've worked with colleagues in the past to deliver seamless client experiences. Highlight any instances where teamwork led to successful outcomes for clients or the business.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to identify new business opportunities and contribute to strategic growth goals. Think of specific situations where you successfully generated new business or improved existing processes, and be ready to discuss your thought process and actions.
