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For Companies At a Glance
- Tasks: Provide tailored financial planning advice on pensions and investments to diverse clients.
- Company: Join a cutting-edge wealth management firm that blends technology with expert financial advice.
- Benefits: Enjoy flexible working, a competitive salary, uncapped bonuses, and comprehensive health benefits.
- Why this job: Be part of an innovative team that values creativity and offers growth opportunities in fintech.
- Qualifications: Proactive planners with a passion for technology-driven financial advice are encouraged to apply.
- Other info: Build a client bank of £50M AUM within three years with provided leads.
The predicted salary is between 48000 - 112000 £ per year.
Job Title: Financial Planner Fin-Tech
Location : London (Flexible Working: 3 days from home)
Salary : up to £80,000 starting salary + 20% Bonus + Benefits
About Us
Our client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions. Their mission is to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term goals.
They offer comprehensive wealth management services, including investment portfolio management, retirement planning, tax-efficient solutions, and financial advice, all backed by industry expertise and advanced technology.
The Role
Our client is currently seeking a Financial Planner to join their growing team. In this role, you will provide comprehensive financial planning advice across pensions and investments to a diverse portfolio of clients. Our client offers an abundance of leads through marketing strategies, and the successful candidate can expect to build a client bank of approximately £50M AUM within three years.
While clients and leads will be provided, we are looking for a proactive planner eager to grow their portfolio through both company-sourced leads and self-generation. You should be passionate about delivering technology-led advice and embrace innovative thinking, as we believe the future of financial advice lies in combining human expertise with advanced technology.
Key Responsibilities
- Provide comprehensive financial planning advice, specialising in pensions and investments.
- Build and manage a portfolio of clients, leveraging company leads as well as self-sourced opportunities.
- Deliver personalised, technology-driven financial advice that adapts to clients' evolving needs.
- Maintain a client-centric approach, ensuring long-term relationships built on trust and transparency.
- Stay informed of industry trends, regulatory changes, and financial planning best practices.
Innovation and Technology
As a fintech business, our client utilises sophisticated algorithms and data-driven insights to optimise investment decisions and portfolios. By embracing automation alongside human expertise, they deliver efficient, personalised solutions that meet the unique needs of each client.
Company Culture
Our client fosters a collaborative, inclusive work environment that values creativity, innovation, and continuous learning. Their culture is diverse and equal-opportunity, creating a space where you can thrive, contribute, and make a positive impact in the financial advice industry.
What They Offer
- Starting salary of up to £80,000
- Uncapped 20% bonus in year one
- 27 days holiday
- 6% pension contribution
- Flexible working
- Income Protection
- Private Medical Insurance
- Death in Service
Financial Planner Fin-Tech employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Fin-Tech
✨Tip Number 1
Familiarize yourself with the latest fintech trends and technologies. Understanding how advanced algorithms and data-driven insights are used in financial planning will help you stand out as a candidate who is aligned with our client's innovative approach.
✨Tip Number 2
Network with professionals in the wealth management and fintech sectors. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your proactive strategies for client acquisition. Since the role emphasizes both company-sourced leads and self-generation, showcasing your ability to build a client bank will demonstrate your readiness for the position.
✨Tip Number 4
Emphasize your commitment to continuous learning and staying updated on regulatory changes. Our client values a client-centric approach, so showing that you prioritize ongoing education will resonate well with their mission.
We think you need these skills to ace Financial Planner Fin-Tech
Some tips for your application 🫡
Understand the Company: Research the wealth management company and its innovative approach to financial planning. Familiarize yourself with their services, values, and how they integrate technology into their offerings.
Tailor Your CV: Highlight your experience in financial planning, particularly in pensions and investments. Emphasize any previous roles where you successfully built client relationships or utilized technology in your advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for fintech and your proactive approach to client management. Mention specific examples of how you've delivered personalized financial advice and adapted to clients' needs.
Showcase Your Knowledge: In your application, demonstrate your understanding of current industry trends and regulatory changes. This will show your commitment to staying informed and your ability to provide relevant advice.
How to prepare for a job interview at mbf
✨Show Your Passion for Fin-Tech
Make sure to express your enthusiasm for the intersection of finance and technology. Discuss how you believe innovative solutions can enhance financial planning and improve client outcomes.
✨Demonstrate Client-Centric Thinking
Prepare examples that showcase your ability to build long-term relationships with clients. Highlight how you prioritize their needs and adapt your advice based on their evolving circumstances.
✨Be Ready to Discuss Industry Trends
Stay informed about the latest trends in financial planning and fintech. Be prepared to discuss how these trends could impact your approach to providing financial advice.
✨Highlight Your Proactive Approach
Emphasize your willingness to self-generate leads and grow your portfolio. Share specific strategies you've used in the past to attract and retain clients, demonstrating your proactive mindset.
