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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 competitive salary.
The predicted salary is between 55000 - 75000 £ 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
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 potential 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: In your cover letter, express your enthusiasm for the role and the company. Mention your relevant qualifications, such as your Diploma in Financial Planning, and how your experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise skills that are crucial for this position, such as knowledge of QROPS, QNUPS, and offshore pensions. Make sure to mention any experience you have with tax optimisation and holistic financial planning.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial planning industry.
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 QNUPS during the interview. Be prepared to discuss specific cases where you've successfully advised expatriates, as this will demonstrate your capability to handle complex client needs.
✨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 challenges. Prepare examples of how you've tailored financial plans to meet the specific requirements of clients with international arrangements.
✨Prepare for Technical Questions
Expect technical questions related to pensions, investments, and tax optimisation. Brush up on relevant regulations and best practices, as well as any recent changes in the financial landscape that could 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 can contribute to a cohesive team dynamic, ensuring that client needs are met efficiently.
