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- Tasks: Identify and convert new business opportunities while building strong client relationships.
- Company: Award-winning professional services firm with a collaborative culture.
- Benefits: Competitive salary, discretionary bonus, and clear career progression.
- Other info: Dynamic environment with access to multidisciplinary support and internal referral networks.
- Why this job: Join a high-growth team and make a real impact in Wealth Management.
- Qualifications: Level 4 Diploma in Financial Planning; Chartered status preferred.
The predicted salary is between 60000 - 90000 £ per year.
An established and award-winning professional services firm is seeking an experienced Financial Planner to join its growing Wealth Management team. This is an excellent opportunity for a commercially driven adviser who thrives on developing new business and building long-term client relationships.
With a strong presence across the UK and international backing, the firm offers a collaborative environment where Wealth Management works closely alongside accountancy, tax, audit, corporate finance, and advisory teams to deliver a truly holistic service to clients.
This role is ideally suited to a Financial Planner who enjoys networking, generating referrals, and proactively winning new clients, rather than solely managing an existing client bank.
The Opportunity- Join a high-growth Wealth Management division with strong internal referral opportunities
- Work alongside specialist teams including tax, audit, corporate finance, and advisory
- Benefit from some warm leads via an established client base
- Focus primarily on new business generation and client acquisition
- Be part of a firm that actively supports career development and progression
- Identify, approach, and convert new business opportunities through networking, referrals, and professional connections
- Build and maintain strong relationships with clients and internal stakeholders
- Conduct detailed client fact-finds to understand financial goals, risk appetite, and current position
- Deliver tailored financial planning advice across pensions, investments, tax planning, and protection
- Develop and implement strategies for retirement planning, estate planning, and wealth preservation
- Provide ongoing reviews and adapt financial plans in line with client needs and regulatory requirements
- Ensure all advice is compliant with FCA regulations and internal standards
- Maintain accurate and timely client documentation and records
- Client consultation and relationship management
- Financial planning across pensions, investments, and tax-efficient structures
- Investment research and portfolio recommendations
- Retirement planning, including drawdown and income strategies
- Full compliance with UK regulatory standards and FCA requirements
- Level 4 Diploma in Financial Planning (DipPFS) or equivalent as a minimum
- Chartered status desirable, with higher salary banding available
- Proven track record as a Financial Adviser in the UK market
- Strong business development capability with evidence of winning new clients
- In-depth knowledge of pensions, investments, ISAs, SIPPs, and tax planning
- Strong understanding of FCA regulations and compliance frameworks
- Excellent interpersonal and communication skills
- Self-motivated, commercially driven, and able to work independently
- Competitive basic salary ranging from £60,000 to £90,000
- £80,000 – £90,000 typically offered for Chartered candidates
- Discretionary bonus scheme
- Access to internal referral networks and multidisciplinary support
- Clear career progression within a growing national and international firm
If you are an ambitious Financial Planner looking to take the next step in your career within a supportive and growth-focused environment, this could be the ideal opportunity.
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
Networking is key! Get out there and connect with people in the industry. Attend events, join professional groups, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills as a Financial Planner. Share insights on social media, write articles, or even start a blog. This not only positions you as a knowledgeable professional but also attracts potential clients and employers.
✨Tip Number 3
Don’t just wait for opportunities to come to you. Be proactive! Reach out to firms you admire, even if they’re not advertising roles. Express your interest and how you can add value to their team. You’d be surprised how many doors can open this way.
✨Tip Number 4
Apply through our website! We’ve got a range of exciting opportunities waiting for talented Financial Planners like you. By applying directly, you’ll ensure your application gets the attention it deserves, and you might just find the perfect fit for your career aspirations.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your business development capabilities and any relevant qualifications, like your Level 4 Diploma in Financial Planning or Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our Wealth Management team. Share specific examples of how you've successfully generated new business and built client relationships in the past.
Showcase Your Networking Skills: Since this role focuses on new business generation, emphasise your networking abilities. Mention any professional connections or referrals that have helped you win clients in your previous roles.
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’re considered for this exciting opportunity in our growing team.
How to prepare for a job interview at mbf
✨Know Your Numbers
Brush up on your financial knowledge, especially around pensions, investments, and tax planning. Be ready to discuss specific examples of how you've successfully managed client portfolios or generated new business in the past.
✨Showcase Your Networking Skills
Prepare to talk about your networking strategies and how you've built relationships in the past. Think of specific instances where your connections led to new clients or referrals, as this role heavily focuses on business development.
✨Understand the Firm's Culture
Research the firm’s values and how they align with your own. Be prepared to discuss how you can contribute to their collaborative environment and work alongside other teams like tax and corporate finance to deliver holistic services.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the firm. Inquire about their approach to client acquisition and how they support career development, which will demonstrate your enthusiasm for growth within the company.