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- Tasks: Manage a prestigious client book and build lasting relationships with ultra-high-net-worth families.
- Company: Leading national financial advisory firm with over £7Bn in client assets.
- Benefits: Highly flexible salary, 35% bonus on new business, uncapped earning potential, and excellent benefits.
- Other info: Home-based role with full support and mentoring from an experienced adviser.
- Why this job: Step into a ready-made client bank and continue a legacy of exceptional service.
- Qualifications: Level 4 Diploma qualified with at least 3 years of holistic financial advice experience.
The predicted salary is between 60000 - 80000 £ per year.
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition.
The Opportunity
- You’ll take over a well-established client book following the firm’s recent acquisition of a prestigious regional practice.
- The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years.
- Over the next 12–18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book.
- The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further.
- Fully serviced client bank provided – c.200 UHNW families
- Full handover and mentoring period from the existing adviser (retiring 2027)
- Home-based role with flexible working and office access as required
- Client locations primarily across London, Kent, Surrey, and Sussex
- Full paraplanning and sales support provided
About You
- Level 4 Diploma qualified (Chartered or working towards preferred)
- Minimum 3 years’ experience providing holistic financial advice
- Strong client relationship and interpersonal skills
- Entrepreneurial and commercially minded with a focus on long-term service
- Located within a commutable distance of Sidcup or the South East region
- Highly flexible basic salary, fully negotiable for the right individual
- 35% bonus on new business written + share of recurring income
- Uncapped earning potential
- Excellent benefits package
- Full paraplanning and administrative support
This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.
Financial Planner - Succession Opportunity in England employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Succession Opportunity in England
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
Consider hosting a webinar or writing articles related to financial planning. This not only demonstrates your knowledge but also positions you as a thought leader in the field. Plus, it’s a great way to attract attention from firms looking for someone with your skills.
✨Leverage Referrals
Don’t underestimate the power of referrals! Ask your current network for introductions to decision-makers at firms you’re interested in. A warm introduction can significantly increase your chances of landing an interview.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows your genuine interest in the position and helps us keep track of your application. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Financial Planner - Succession Opportunity in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma and any relevant experience with UHNW clients. We want to see how you fit into our vision!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our legacy of exceptional service. Be genuine and let your personality come through.
Showcase Your Relationship Skills: Since this role focuses on building long-term relationships, make sure to include examples of how you've successfully managed client relationships in the past. We love hearing about your interpersonal skills and how you’ve made a difference for your clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at mbf
✨Know Your Client Book
Before the interview, take some time to familiarise yourself with the existing client book you'll be inheriting. Understand the demographics and needs of ultra-high-net-worth families, as well as the history of the relationships built over the past 40 years. This will show your potential employer that you're serious about maintaining and enhancing these valuable connections.
✨Demonstrate Relationship Management Skills
Since this role heavily focuses on client relationships, prepare examples from your past experiences where you've successfully managed and nurtured client relationships. Be ready to discuss how you would approach building trust and rapport with the existing clients during the transition period.
✨Show Your Entrepreneurial Spirit
This position requires a commercially minded individual who can grow the portfolio further. Think of innovative strategies or ideas you could implement to attract new clients or enhance services for existing ones. Presenting these ideas during your interview will highlight your proactive approach and vision for the future.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the firm's culture, the current adviser’s approach to client management, and any challenges they foresee in the transition. This not only shows your interest in the role but also helps you gauge if the firm aligns with your values and work style.