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For Companies At a Glance
- Tasks: Manage a client portfolio and provide tailored financial advice.
- Company: Join a dynamic, fast-growing Financial Planning group in Oxfordshire.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and full support.
- Why this job: Elevate your career with a reputable group that values growth and client service.
- Qualifications: Proven experience as a Financial Planner; Level 4 Diploma preferred.
- Other info: Work collaboratively with a supportive Paraplanning and admin team.
The predicted salary is between 40000 - 60000 £ per year.
Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Oxfordshire area, with the support and flexibility to excel both in client service and new business development., As a Financial Planner, you will be responsible for managing and developing existing client relationships, providing exceptional financial advice and solutions tailored to client needs. Additionally, you will be encouraged to grow your client base through referrals, networking, and building relationships with professional introducers., * Manage and nurture a portfolio of clients, delivering tailored financial planning solutions
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Grow the client base through proactive business development, including networking and professional partnerships
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Provide ongoing, holistic financial advice and review client plans regularly
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Work collaboratively with an experienced Paraplanning and administrative support team to ensure all client requirements are managed seamlessly
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Proven experience as a Financial Planner, with a strong client-facing track record
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Ability to manage existing client relationships and confidently develop new business
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Level 4 Diploma in Financial Planning (or equivalent); Chartered status preferred but not essential
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Excellent communication and relationship-building skills, with a client-first approach
If you are a driven Financial Planner ready to elevate your career with a reputable group that values flexibility, client service, and growth, we’d love to hear from you!
What We Offer:
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Flexible working arrangement with primarily home-based responsibilities
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Access to a local office, with full Paraplanning and back-office admin support provided
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A competitive basic salary of £50,000 – £75,000, with the potential for bonuses and attractive company benefits
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A vibrant and supportive work environment within a growing financial planning group
Financial Planner - Clients Provided employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Clients Provided
✨Tip Number 1
Network actively within the financial services community in Oxfordshire. Attend local events, seminars, and workshops to meet potential clients and professional introducers who can refer you.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and success stories that highlight your client-first approach and ability to deliver tailored solutions.
✨Tip Number 3
Consider joining local business groups or associations related to finance. This will not only help you build relationships but also position you as a knowledgeable resource in the community.
✨Tip Number 4
Prepare to discuss your previous client successes and how you've managed and grown client relationships. Be ready to share specific examples that demonstrate your proactive business development skills.
We think you need these skills to ace Financial Planner - Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, focusing on your client-facing track record and any relevant qualifications like the Level 4 Diploma in Financial Planning. Emphasize your ability to manage existing relationships and develop new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your client-first approach. Mention specific examples of how you've successfully managed client portfolios and developed new business through networking and referrals.
Highlight Relevant Skills: In your application, emphasize your excellent communication and relationship-building skills. Discuss how you have collaborated with support teams in the past to deliver seamless client service.
Showcase Your Flexibility: Since the role offers flexible working arrangements, mention your adaptability and how you can thrive in a primarily home-based environment while still delivering exceptional client service.
How to prepare for a job interview at mbf.
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client relationships. Highlight specific examples where you've successfully nurtured a portfolio and delivered tailored financial solutions.
✨Demonstrate Business Development Acumen
Share your strategies for growing a client base through networking and referrals. Discuss any successful partnerships you've built with professional introducers that have led to new business opportunities.
✨Emphasize Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly. Be ready to explain complex financial concepts in a way that clients can easily understand.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare to discuss how you would handle various client scenarios, ensuring you demonstrate a client-first approach in your responses.
