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- Tasks: Inherit and manage a high-quality client book of ultra-high-net-worth families.
- Company: Leading national financial advisory firm managing over £7Bn in client assets.
- Benefits: Highly flexible salary, 35% bonus on new business, uncapped earning potential.
- Why this job: Step into a ready-made client bank and continue a legacy of exceptional service.
- Qualifications: Level 4 Diploma qualified with at least 3 years of holistic financial advice experience.
- Other info: Home-based role with flexible working and full support provided.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families?
This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition.
Overview The Opportunity
You’ll take over a well-established client book following the firm’s recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years.
Over the next 12–18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book.
The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further.
Fully serviced client
Financial Planner - Succession Opportunity employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Succession Opportunity
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners, attend industry events, and join relevant online forums. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only demonstrates your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their values, client base, and recent news. Tailor your responses to show how you can contribute to their success, especially in managing UHNW families.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that might just be the perfect fit for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Financial Planner - Succession Opportunity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your client relationship management skills and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this succession opportunity. Share your passion for building long-term relationships with ultra-high-net-worth families.
Showcase Your Experience: Don’t just list your previous roles; explain how your experience has prepared you for this unique opportunity. We want to see how you’ve successfully managed client portfolios and provided exceptional service.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at mbf
✨Know Your Client Book
Before the interview, take some time to research the firm’s existing client base and understand the needs of ultra-high-net-worth families. This will help you demonstrate your knowledge and show that you’re ready to step into this succession role with confidence.
✨Showcase Your Relationship Skills
Since this role focuses heavily on client relationships, be prepared to share specific examples of how you've built and maintained strong connections with clients in the past. Highlight your interpersonal skills and how they can benefit the firm’s existing clientele.
✨Prepare for the Handover Process
Understand the importance of the handover period with the current adviser. Be ready to discuss how you plan to ensure a smooth transition for the clients and what strategies you would implement to maintain their trust during this time.
✨Demonstrate Your Entrepreneurial Spirit
This role offers significant potential for growth, so it’s essential to convey your entrepreneurial mindset. Share your ideas on how you would expand the portfolio further and contribute to the firm's ongoing success, showing that you’re not just looking to maintain but to innovate.