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For Companies At a Glance
- Tasks: Deliver tailored financial advice and maintain strong client relationships.
- Company: Join a reputable, independent financial planning firm in Devon and Somerset.
- Benefits: Enjoy a competitive salary, performance bonuses, and ongoing development opportunities.
- Why this job: Inherit a substantial client book and work in a supportive, collaborative environment.
- Qualifications: Minimum 2 years' experience as a Financial Adviser and Level 4 Diploma in Financial Planning required.
- Other info: Access to warm leads and regular client introductions for business growth.
The predicted salary is between 65000 - 91000 £ per year.
mbf are proud to be partnering with a well-established, fully independent financial planning firm known for delivering holistic advice and maintaining an outstanding reputation across Devon and Somerset. Due to a recent acquisition, the business is now looking to appoint an experienced Financial Adviser to take over a substantial existing client book valued at approximately £40M AUM. This is a rare opportunity to join a professional, client-focused team and inherit a loyal portfolio. Your primary objective will be to deliver outstanding service, ensuring high levels of client retention, while also identifying opportunities to organically grow the book through referrals and professional introducers.
Key Responsibilities
- Deliver tailored, holistic financial advice to a diverse client base in line with their individual needs and goals.
- Maintain and strengthen long-term relationships, earning client trust and ensuring continued satisfaction.
- Keep up to date with regulatory changes, market trends, and best practices to ensure compliant and effective advice.
Requirements
- A minimum of 2 years' experience as a Financial Adviser, ideally in an independent setting.
- Proven ability to manage and grow client relationships.
- Strong knowledge of financial planning, investment products, and retirement strategies.
- Excellent interpersonal, communication, and problem-solving skills.
- Level 4 Diploma in Financial Planning (or equivalent) is essential.
What’s on Offer
- Inheritance of a large, loyal client book (approx. £40M AUM).
- A collaborative, supportive working environment with ongoing development opportunities.
- Basic salary of circa £65,000 (negotiable depending on experience) plus performance-related bonuses.
- Access to regular client introductions and warm leads to support continued business development.
Locations
Financial Planner - Client book provided employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Client book provided
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who may have connections to the firm you're applying to. Attend local finance events or seminars in Devon and Somerset to meet potential colleagues and clients.
✨Tip Number 2
Research the firm thoroughly to understand their values, client base, and service offerings. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss specific strategies for client retention and growth during your interviews. Think about how you can leverage the existing client book and what innovative approaches you could bring to enhance client relationships.
✨Tip Number 4
Stay updated on the latest regulatory changes and market trends in financial planning. Being knowledgeable about current issues will not only boost your confidence but also show your commitment to providing compliant and effective advice.
We think you need these skills to ace Financial Planner - Client book provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly in managing and growing client relationships. Emphasise your Level 4 Diploma in Financial Planning and any relevant achievements that demonstrate your ability to deliver holistic financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your experience aligns with their needs, particularly your ability to maintain long-term client relationships and your knowledge of financial planning and investment products.
Showcase Your Client Management Skills: Provide specific examples in your application that illustrate your success in client retention and growth. Mention any strategies you've used to build trust and satisfaction among clients, as this is crucial for the role.
Stay Informed: Demonstrate your commitment to professional development by mentioning any recent training or courses you've completed related to regulatory changes, market trends, or best practices in financial planning. This shows you are proactive and dedicated to providing compliant and effective advice.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Adviser in detail. Highlight specific examples of how you've successfully managed and grown client relationships, especially in an independent setting.
✨Demonstrate Client-Centric Approach
Emphasise your commitment to delivering tailored, holistic financial advice. Share stories that illustrate how you've prioritised client needs and built long-term relationships based on trust and satisfaction.
✨Stay Informed on Industry Trends
Make sure you are up to date with the latest regulatory changes, market trends, and best practices in financial planning. This knowledge will not only impress your interviewers but also show your dedication to providing compliant and effective advice.
✨Prepare for Scenario Questions
Anticipate questions that may ask how you would handle specific client situations or challenges. Practising your responses to these scenarios can help you demonstrate your problem-solving skills and ability to think on your feet.
