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- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a top-tier professional services firm in the heart of London.
- Benefits: Enjoy a £90,000 salary, bonuses, hybrid work, and great perks.
- Why this job: Perfect for those who love client interaction and strategic planning without report writing.
- Qualifications: Chartered Financial Planner with 5-7+ years of experience required.
- Other info: Collaborative environment with strong support from various teams.
The predicted salary is between 54000 - 126000 £ per year.
Senior Financial Planner London / South East (Hybrid) Up to £110,000 + Bonus + Excellent Benefits A highly respected private banking and wealth management firm is seeking an experienced Financial Planner to join its growing Wealth Management division. This is a senior, client-facing role focused on managing and developing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, while also driving new business growth. You will deliver holistic financial planning advice across investments, pensions, and tax planning, working closely with internal specialists to provide tailored, high-quality solutions. Key Responsibilities: Manage and develop relationships with HNW/UHNW clients Generate new business through internal and external networks Deliver holistic wealth planning advice across investments, pensions, and tax Collaborate with internal specialists to provide bespoke client solutions Maintain a deep understanding of client objectives and risk profiles Work closely with banking teams to provide a full-service offering Ensure compliance with regulatory frameworks and best practices About You: Strong background in wealth management, private banking, or financial planning Proven experience advising HNW/UHNW clients Ability to deliver holistic advice beyond investments Strong business development and networking skills Diploma qualified (Level 4 minimum), ideally Chartered or near Chartered Professional, client-focused, and commercially minded Package: Salary up to £110,000 Bonus and full benefits package Hybrid working model This is an excellent opportunity to join a prestigious organisation offering strong long-term career progression and exposure to high-value client relationships.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, client base, and the specific services they offer. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience managing client relationships. Be ready to share specific examples of how you've successfully navigated complex financial situations and built trust with clients over the years.
✨Tip Number 4
Showcase your ability to collaborate with other professionals, such as tax and legal advisors. Highlight any past experiences where teamwork led to successful outcomes for clients, as this is crucial for the role.
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 as a Chartered Financial Planner. Focus on your client management skills and any relevant achievements in financial planning, especially with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to manage client relationships. Mention specific experiences that demonstrate your expertise and how you align with the company's values.
Highlight Relevant Experience: In your application, emphasise your 5–7+ years of experience in financial planning. Provide examples of how you've successfully managed client portfolios and collaborated with other professionals to deliver comprehensive solutions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at mbf
✨Showcase Your Client Management Skills
Since the role focuses on managing high-net-worth clients, be prepared to discuss your experience in building and maintaining client relationships. Share specific examples of how you've successfully navigated complex client needs and delivered tailored financial advice.
✨Demonstrate Your Technical Knowledge
As a Chartered Financial Planner, you should be well-versed in financial regulations and compliance standards. Brush up on relevant legislation and be ready to explain how you ensure compliance in your work, as this is crucial for the role.
✨Prepare for Collaborative Scenarios
The job involves working closely with tax, legal, and accountancy teams. Think of instances where you've collaborated with other professionals to deliver comprehensive solutions for clients. Highlight your ability to communicate effectively across different disciplines.
✨Articulate Complex Concepts Simply
You need to be able to explain intricate financial matters clearly and concisely. Practice breaking down complex topics into simple terms, as this will demonstrate your communication skills and ability to engage with clients who may not have a financial background.