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- Tasks: Manage and grow a portfolio of high-value clients while delivering personalised financial planning advice.
- Company: Join a respected, people-focused firm with a strong reputation in professional services.
- Benefits: Enjoy a salary up to £75,000, flexible hybrid working, and 28 days' annual leave.
- Why this job: Be part of an inclusive culture that values your voice and supports your career development.
- Qualifications: Must be a Chartered Financial Planner with proven experience in managing complex client relationships.
- Other info: Opportunity for bi-annual salary reviews and excellent bonus structure.
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 (St Albans) employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner (St Albans)
✨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
Research the firm thoroughly to understand their values, culture, and recent developments. Tailor your conversations during interviews to reflect how your skills and experiences align with their goals, particularly in managing complex client relationships and contributing to strategic growth.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your ability to deliver high-quality financial planning advice. Highlight your successes in managing portfolios and generating new business, as this will showcase your capability to thrive in their dynamic environment.
✨Tip Number 4
Showcase your commitment to continuous professional development by discussing any relevant courses or certifications you are pursuing. This not only demonstrates your dedication to the field but also aligns with the firm's emphasis on employee development and wellbeing.
We think you need these skills to ace Chartered Financial Planner (St Albans)
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 reflects your passion for financial planning and your alignment with the firm's values. Mention your understanding of their commitment to employee development and how you can contribute to their growth goals.
Showcase Your Technical Skills: In your application, emphasise your strong technical knowledge of financial planning products, pensions, and investments. Provide examples of how you've successfully applied this knowledge in previous roles.
Highlight Soft Skills: Don't forget to mention your excellent communication, presentation, and problem-solving skills. These are crucial for building and nurturing client relationships, so provide examples of how you've effectively used these skills in your past experiences.
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 pensions you've worked with, and how they benefited your clients.
✨Highlight Client Relationship Management
Since the role involves managing complex client relationships, share examples of how you've successfully nurtured these connections in the past. Discuss any strategies you used to build trust and deliver personalised advice.
✨Demonstrate Problem-Solving Skills
Prepare to discuss challenging situations you've faced in your advisory role and how you resolved them. This will showcase your ability to think critically and provide effective solutions for clients.
✨Emphasise Collaboration
The firm values a collaborative working environment, so be ready to talk about how you've worked with colleagues or other professionals to enhance client experiences. Highlight any successful partnerships that led to new business opportunities.
