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For Companies At a Glance
- Tasks: Advise high-net-worth clients on international financial planning and wealth management.
- Company: Join a growing UK-based wealth management group focused on expat financial planning.
- 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: Opportunity to deliver specialist cross-border advice with a supportive team.
The predicted salary is between 55000 - 85000 £ 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:
- £40M–£50M AUM
- £450,000–£500,000 recurring income
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
- £65,000 – £85,000
- Bonus based on performance
- Hybrid working
- Private Medical Insurance
- Strong employer pension contribution
- Life Assurance, Health Cash Plan
Locations
Financial Planner - International Clients employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - International Clients
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who specialise in expatriate services. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the specific needs of international clients.
✨Tip Number 2
Familiarise yourself with the latest regulations and tax implications for expatriates returning to the UK. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing expert advice to clients.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms to learn more about their experiences and the company culture. This can give you valuable insights that you can use to tailor your approach during the interview process.
✨Tip Number 4
Prepare to discuss specific case studies or scenarios where you've successfully advised clients on complex international financial matters. This will showcase your expertise and ability to handle the unique challenges faced by expatriates.
We think you need these skills to ace Financial Planner - International Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with expatriates and international financial structures. Use specific examples that demonstrate your expertise in advising high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the unique challenges faced by clients returning to the UK. Mention your relevant qualifications and how they align with the job requirements.
Highlight Relevant Qualifications: Clearly state your Diploma in Financial Planning and any other relevant certifications. If you have current SPS and CAS status, make sure to mention this prominently as it is crucial for the role.
Showcase Your Knowledge: Demonstrate your knowledge of specific financial products and structures mentioned in the job description, such as QROPS and offshore pensions. This will show that you are well-prepared for the responsibilities of the role.
How to prepare for a job interview at mbf
✨Showcase Your Expertise in International Financial Structures
Make sure to highlight your experience with international financial structures like QROPS and offshore pensions. Be prepared to discuss specific cases where you've successfully advised expatriates, as this will demonstrate your capability to handle the complexities of the role.
✨Demonstrate Your Understanding of Client Needs
Since you'll be advising high-net-worth individuals, it's crucial to show that you understand their unique financial needs. Prepare examples of how you've tailored financial plans to meet the specific requirements of clients with complex international arrangements.
✨Prepare for Technical Questions
Expect technical questions related to pensions, investments, and tax optimisation. Brush up on current regulations and best practices in these areas, as well as any recent changes that may affect expatriates returning to the UK.
✨Emphasise Team Collaboration Skills
This role involves working closely with a team of advisers and support professionals. Be ready to discuss your experience in collaborative environments and how you’ve contributed to team success in previous roles.
