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For Companies At a Glance
- Tasks: Advise high-net-worth clients on financial planning and wealth management.
- Company: Join a growing UK-based financial planning team with a strong reputation.
- Benefits: Enjoy hybrid working, private medical insurance, and a strong pension contribution.
- Why this job: Inherit a significant client book and work in a collaborative, high-growth environment.
- Qualifications: Diploma in Financial Planning and experience with expatriates required.
- Other info: This role offers a unique chance to deliver specialist cross-border advice.
The predicted salary is between 52000 - 78000 £ per year.
A growing UK-based financial planning team is looking to appoint an experienced Expat Financial Planner to support clients returning to the UK from overseas. This is a unique opportunity to inherit a significant client book and play a key role in delivering specialist cross-border advice within a high-growth, PE-backed wealth management group.
The Opportunity
- Inherit a well-established client bank with:
- Advise high-net-worth UK nationals with complex international arrangements
- Join a collaborative team of advisers, paraplanners, and client support professionals
- Work closely with other in-house wealth and platform teams
Responsibilities
- Advise repatriated clients on how to efficiently bring their wealth back into the UK
- Deliver holistic financial planning across pensions, investments, protection, and tax optimisation
- Work with structures such as QROPS, QNUPS, RNUKS, offshore pensions and bonds
What You’ll Need
- Diploma in Financial Planning (or equivalent)
- Current SPS and CAS status
- Experience advising expatriates or dealing with international financial structures
- Knowledge of providers such as iPensions, London & Colonial and Heritage
Salary & Benefits
- Bonus based on performance
- Private Medical Insurance
- Strong employer pension contribution
- Life Assurance, Health Cash Plan
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance
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 sector, especially those who have experience with expatriates. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the specific financial products and services mentioned in the job description, such as QROPS and offshore pensions. This knowledge will not only boost your confidence but also demonstrate your commitment and expertise during any discussions.
✨Tip Number 3
Prepare to discuss your previous experience with high-net-worth clients and how you've successfully managed complex financial situations. Be ready to share specific examples that highlight your problem-solving skills and ability to provide tailored advice.
✨Tip Number 4
Research the company’s values and recent developments in the wealth management sector. Understanding their approach to client service and market trends will allow you to align your answers with their expectations during interviews.
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 relevant experience in financial planning, especially with expatriates and international financial structures. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the unique challenges faced by repatriated clients. Mention your qualifications, such as your Diploma in Financial Planning, and how they align with the responsibilities of the role.
Highlight Relevant Experience: In your application, emphasise any previous roles where you advised high-net-worth individuals or dealt with complex financial arrangements. Specific examples will help illustrate your expertise.
Showcase Your Knowledge: Demonstrate your familiarity with financial products and structures mentioned in the job description, like QROPS and offshore pensions. This will show that you are well-prepared for the role and understand the needs of the clients you'll be advising.
How to prepare for a job interview at mbf
✨Know Your Client Book
Familiarise yourself with the existing client book you'll inherit. Understand the demographics and specific needs of high-net-worth clients, especially those with complex international arrangements. This will help you demonstrate your readiness to provide tailored advice during the interview.
✨Showcase Your Expertise in Cross-Border Advice
Prepare to discuss your experience with expatriates and international financial structures. Highlight any relevant cases where you've successfully advised clients on bringing their wealth back into the UK, as this is a key aspect of the role.
✨Understand Financial Products
Brush up on your knowledge of financial products like QROPS, QNUPS, and offshore pensions. Being able to speak confidently about these products will show that you're well-prepared and capable of delivering holistic financial planning.
✨Demonstrate Team Collaboration Skills
Since the role involves working closely with a team of advisers and support professionals, be ready to share examples of how you've successfully collaborated in previous roles. Emphasising your ability to work within a team will resonate well with the interviewers.
