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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 hybrid working options and a commitment to employee development and wellbeing.
- Why this job: Shape the growth of financial planning in a collaborative environment with exciting career opportunities.
- Qualifications: Chartered Financial Planner status is required; experience in financial planning is a plus.
- Other info: This role is based in London, with flexibility for remote work.
The predicted salary is between 36000 - 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 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.
Base salary up to £7...
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. Attend relevant events, webinars, or workshops to meet potential colleagues and clients. Building relationships can help you get noticed and may lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to the profession and your ability to provide high-quality advice.
✨Tip Number 3
Prepare to discuss your experience with managing complex client portfolios. Be ready to share specific examples of how you've successfully navigated challenges and delivered tailored financial solutions that align with clients' goals.
✨Tip Number 4
Familiarise yourself with the firm's values and culture. Understanding their people-focused approach will allow you to tailor your conversations and show how you can contribute to their collaborative environment.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements of a Chartered Financial Planner. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in managing client portfolios, delivering financial planning advice, and any relevant qualifications. Use specific examples to demonstrate your expertise in pensions, investments, tax planning, and estate planning.
Showcase Soft Skills: This role requires strong interpersonal skills. Make sure to mention your ability to build relationships, collaborate with colleagues, and identify new business opportunities. Provide examples of how you've successfully worked in a team or nurtured client relationships.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the firm. Explain why you are a good fit for their people-focused culture and how you can contribute to their growth goals in the Essex region.
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you have a solid understanding of financial planning concepts, especially in pensions, investments, tax, and estate planning. Brush up on recent changes in regulations and market trends to demonstrate your expertise.
✨Showcase Your Client Management Skills
Be prepared to discuss your experience managing high-value clients. Share specific examples of how you've built and maintained client relationships, and how you've tailored your advice to meet their unique needs.
✨Emphasise Collaboration
This role requires working closely with colleagues and other professionals. Highlight your teamwork skills and provide examples of successful collaborations that led to positive outcomes for clients.
✨Demonstrate Your Growth Mindset
Talk about your commitment to personal and professional development. Mention any relevant qualifications or training you've pursued, and express your enthusiasm for contributing to the firm's growth and success.
