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- Tasks: Join us as a Wealth Planner and grow your own client book while managing assets.
- Company: Be part of a leading UK wealth management firm known for excellence and growth.
- Benefits: Enjoy flexible working arrangements and a competitive salary with significant earning potential.
- Why this job: Make a meaningful impact on clients' lives while building a lucrative, long-term career.
- Qualifications: Ideal candidates have a strong background in financial planning and client relationship development.
- Other info: Comprehensive onboarding and support ensure you hit the ground running.
The predicted salary is between 68000 - 76000 £ per year.
We are working on an outstanding opportunity for a motivated and ambitious Wealth Planner to join a leading firm in the UK wealth planning sector. This role offers the perfect platform for individuals with a proactive attitude to develop their own client book, grow Assets Under Management (AUM) year-on-year, and take control of their earning potential.
This position is ideally suited for Self-Employed Financial Planners looking to transition into an employed role, offering excellent long-term earning potential and highly flexible working arrangements.
The Opportunity
Our client is a well-established and rapidly growing wealth management firm with a strong reputation for excellence. They are looking to expand their team by bringing on talented Wealth Planners who are ready to make a meaningful impact in the lives of their clients while building a lucrative career.
Key features of the role include:
- Comprehensive Support: Access to a range of high-quality leads, clients from retiring advisors, and proven business development tools.
- Tailored Onboarding: A structured 3-6 month training program covering business development, compliance, and service standards, ensuring you hit the ground running.
- Clear Earning Potential: A competitive base salary of £85,000 – £95,000, plus a highly attractive bonus scheme tied to revenue growth. Long-term earning potential is significant, with planners earning into multiple six figures.
- Flexible Working: Highly flexible arrangements, with office days (City or Leatherhead) only required 1-2 days per week, depending on your schedule and client needs.
Candidate Profile
- This role is designed for motivated individuals who are serious about building a successful, long-term career in wealth planning. Ideal candidates will have:
- A proven track record in financial planning or a strong foundation in developing client relationships.
- The ability to proactively grow and manage a book of business.
- A commitment to providing high-quality, compliant financial advice.
- Experience as a Self-Employed Planner or in a similar role, looking to move into an employed environment with structured support.
Why This Role Stands Out
- Unrivalled Support: From comprehensive onboarding to marketing events and networking opportunities, you’ll have everything you need to succeed.
- Exclusive Opportunities: Build relationships through high-profile events and access to a well-established client base.
- Long-Term Rewards: The bonus structure offers significant earning potential, making this an excellent option for those looking to grow their career over time.
- Flexibility: Work in a way that suits your lifestyle while focusing on building your AUM and career.
If you are a driven Wealth Planner ready to transition into a highly rewarding employed role, or a self-employed advisor seeking greater stability and support, we want to hear from you.
Financial Planner employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network actively within the wealth management sector. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships can lead to referrals and opportunities that align with your career goals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and success stories to attract attention from both clients and employers in the wealth planning space.
✨Tip Number 3
Consider seeking mentorship from experienced Wealth Planners. They can provide valuable guidance on navigating the transition from self-employment to an employed role, as well as tips on building a successful client book.
✨Tip Number 4
Stay updated on industry trends and regulatory changes. This knowledge will not only enhance your credibility but also prepare you for discussions with potential clients and employers, demonstrating your commitment to providing high-quality financial advice.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client relationship management. Use specific examples that demonstrate your ability to grow a book of business and provide high-quality advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for transitioning into an employed role. Emphasize your proactive attitude and how you can contribute to the firm's growth and success.
Highlight Relevant Experience: In your application, focus on your track record as a Self-Employed Planner or in similar roles. Discuss any relevant training or certifications that align with the comprehensive support and onboarding offered by the firm.
Showcase Your Ambition: Convey your long-term career goals and how this position aligns with them. Mention your commitment to building a successful career in wealth planning and your eagerness to take advantage of the flexible working arrangements.
How to prepare for a job interview at mbf.
✨Show Your Proactive Attitude
Demonstrate your proactive approach by sharing specific examples of how you've successfully grown a client book in the past. Highlight any strategies you used to develop relationships and increase Assets Under Management (AUM).
✨Emphasize Your Compliance Knowledge
Since providing high-quality, compliant financial advice is crucial, be prepared to discuss your understanding of compliance standards. Share experiences where you ensured adherence to regulations while delivering exceptional service.
✨Discuss Your Transition Experience
If you're moving from a self-employed role, articulate why you're seeking an employed position. Focus on the benefits of structured support and how it aligns with your career goals, emphasizing your readiness for this transition.
✨Highlight Your Long-Term Vision
Express your commitment to building a long-term career in wealth planning. Discuss your aspirations for growth within the firm and how you plan to leverage the provided resources to achieve significant earning potential.
