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- Tasks: Manage a prestigious client book and build lasting relationships with ultra-high-net-worth families.
- Company: Leading national financial advisory firm with over £7Bn in client assets.
- Benefits: Highly flexible salary, 35% bonus on new business, uncapped earning potential, and excellent benefits.
- Other info: Home-based role with full support and mentoring from an experienced adviser.
- 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.
The predicted salary is between 36000 - 60000 £ per year.
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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.
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 bank provided – c.200 UHNW families
- Full handover and mentoring period from the existing adviser (retiring 2027)
- Home-based role with flexible working and office access as required
- Client locations primarily across London, Kent, Surrey, and Sussex
- Full paraplanning and sales support provided
About You
- Level 4 Diploma qualified (Chartered or working towards preferred)
- Minimum 3 years’ experience providing holistic financial advice
- Strong client relationship and interpersonal skills
- Entrepreneurial and commercially minded with a focus on long-term service
- Located within a commutable distance of Sidcup or the South East region
- Highly flexible basic salary, fully negotiable for the right individual
- 35% bonus on new business written + share of recurring income
- Uncapped earning potential
- Excellent benefits package
- Full paraplanning and administrative support
This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance
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! Reach out to your connections in the finance world, especially those who might know about this opportunity. A personal introduction can make all the difference when you're looking to land that dream role.
✨Tip Number 2
Prepare for the interview by researching the firm and its culture. Understand their approach to client relationships and be ready to discuss how you can contribute to their legacy of exceptional service. We want to see your passion shine through!
✨Tip Number 3
Showcase your interpersonal skills during the interview. This role is all about building long-term relationships with ultra-high-net-worth families, so demonstrate your ability to connect and communicate effectively. We’re looking for someone who can really engage with clients.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can keep you top of mind and show your enthusiasm for the position. Plus, it’s a great chance to reiterate why you’re the perfect fit for this succession opportunity.
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 mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma and any relevant experience with UHNW clients. We want to see how you fit into our vision!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our legacy of exceptional service. Be genuine and let your personality come through.
Showcase Your Relationship Skills: Since this role focuses on building long-term relationships, make sure to include examples of how you've successfully managed client relationships in the past. We love seeing how you connect with clients and provide exceptional service!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at mbf
✨Know Your Numbers
As a Financial Planner, you’ll want to be well-versed in the financial metrics relevant to the role. Brush up on your knowledge of client portfolios, recurring income figures, and the overall market trends affecting ultra-high-net-worth families. This will show your potential employer that you’re not just familiar with the numbers but can also discuss them confidently.
✨Build Rapport with Clients
Since this role involves inheriting a client book, it’s crucial to demonstrate your relationship-building skills. Prepare examples of how you’ve successfully managed client relationships in the past. Think about how you can convey trust and reliability, as these are key traits for working with UHNW families.
✨Showcase Your Entrepreneurial Spirit
This position requires someone who is commercially minded and focused on long-term service. Be ready to discuss any entrepreneurial initiatives you’ve taken in previous roles, such as growing a client base or developing new services. Highlighting your proactive approach will resonate well with the interviewers.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the firm’s vision, the transition process, and how they support their Financial Planners. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.