At a Glance
- Tasks: Provide bespoke financial planning advice and build strong client relationships.
- Company: Respected financial planning and investment management firm with a forward-thinking culture.
- Benefits: Competitive salary, discretionary bonus, private medical insurance, and life assurance.
- Other info: Opportunity for career growth and to work closely with experienced Investment Directors.
- Why this job: Join a growing team and make a real impact in shaping client services.
- Qualifications: Experienced Financial Planner with strong technical knowledge and relationship management skills.
The predicted salary is between 43200 - 72000 £ per year.
An exciting opportunity has arisen for an experienced Wealth Planner / Financial Planner to join a highly respected and growing financial planning and investment management firm. The business is expanding its Financial Planning Division and is seeking a technically proficient, client-focused professional to help drive the development of its private client offering in Cheltenham.
You’ll be the first Financial Planner within this new regional team, working closely with highly experienced Investment Directors to deliver a truly holistic level of service to clients. The role will involve taking on an existing client base, servicing new leads and building strong relationships with Investment Directors to ensure clients receive seamless advice across both investment management and financial planning. In addition, you’ll have the autonomy to generate new business opportunities and play a key role in the continued growth of the region.
Key Responsibilities- Provide bespoke financial planning advice to private clients
- Work closely with Investment Directors to deliver a holistic client experience
- Manage and develop ongoing client relationships
- Attend client meetings and networking events
- Identify and develop new business opportunities
- Experienced Financial Planner / Wealth Planner (ideally Chartered, or progressing towards Chartered status)
- Strong technical knowledge and relationship management skills
- Proactive, self-sufficient, and business-development minded
- Passionate about delivering exceptional client outcomes
- Basic salary circa £80,000 (dependent on experience)
- Discretionary bonus scheme
- Private medical insurance
- Life assurance (4x salary)
This is a fantastic opportunity for a driven and experienced Wealth Planner to join a reputable, forward-thinking organisation with an exceptional culture. You’ll have the chance to make a real impact, build long-term relationships, and play a key role in shaping the future of the firm’s private client proposition in Cheltenham.
Seniority level: Mid-Senior levelEmployment type: Full-time
Job function: Finance and Sales
Financial Planner in Cheltenham employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Cheltenham
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the financial planning space. Building relationships can lead to referrals and opportunities that aren’t advertised.
✨Tip Number 2
Show your expertise! Prepare for interviews by brushing up on your technical knowledge and be ready to discuss how you can provide bespoke financial advice. Confidence in your skills will impress potential employers.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for talented Financial Planners like you. Don’t miss out on the chance to join a forward-thinking firm that values your expertise.
We think you need these skills to ace Financial Planner in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience in financial planning and any relevant qualifications, like Chartered status. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention your client-focused approach and any successful business development experiences.
Showcase Your Technical Knowledge:We’re looking for someone with strong technical knowledge. In your application, don’t shy away from discussing your expertise in financial products and strategies. This will help us see how you can deliver that holistic service we pride ourselves on.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Cheltenham!
How to prepare for a job interview at mbf
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your technical knowledge. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. This will show that you’re not just book-smart but also practical in your approach.
✨Build Rapport with Investment Directors
Since you'll be working closely with Investment Directors, it’s crucial to highlight your relationship management skills. Prepare examples of how you've successfully collaborated with others in the past, and think about how you can contribute to a seamless client experience.
✨Showcase Your Business Development Mindset
This role involves generating new business opportunities, so come prepared with ideas on how you could attract new clients. Think about your previous successes in business development and be ready to share specific strategies that worked for you.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s growth plans and how they envision the Financial Planning Division evolving. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
