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- Tasks: Lead financial planning for high-net-worth clients and manage client relationships.
- Company: Join a top wealth management firm known for tailored investment solutions.
- Benefits: Enjoy a competitive salary, annual bonus, and comprehensive support structure.
- Why this job: Be part of a dynamic team with clear career progression and impactful client work.
- Qualifications: 5+ years in financial planning with HNW/UHNW clients; Chartered status preferred.
- Other info: Opportunity for rapid advancement to Senior Financial Planning Director or Partner.
The predicted salary is between 80000 - 110000 £ per year.
Location: London, Hybrid
Salary: £80,000 - £110,000 (depending on experience)
Bonus: Annual Bonus
Benefits: Exceptional Benefits Package
Our client, a highly regarded wealth and investment management firm, is seeking an experienced Financial Planning Director to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions.
The Role
As a Financial Planning Director, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice.
Key Responsibilities:
- Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions.
- Lead client meetings, prepare financial planning reports, and ensure suitability standards are met.
- Collaborate with internal investment managers, tax specialists, and external professional connections to enhance client service.
- Maintain an in-depth understanding of investment markets, regulatory requirements (FCA), and financial planning strategies.
- Contribute to business development through networking, referrals, and professional connections.
Requirements:
- 5+ years of experience in financial planning, working with HNW/UHNW clients.
- Chartered Financial Planner status (CII or CISI) preferred (or working towards Chartered).
- Strong knowledge of investment strategies, estate planning, retirement solutions, and tax-efficient structures (e.g., ISAs, SIPPs, Trusts, Offshore Bonds).
- Business development mindset with a track record of growing client portfolios.
- Excellent communication and relationship management skills.
The Package & Benefits:
- Salary: £80,000 - £110,000 (depending on experience).
- Bonus: Annual Bonus
- Comprehensive support structure: Each Financial Planner is backed by a dedicated Paraplanner, Technical Paraplanner and Administrator.
- Client allocation: Client portfolio transferred of within the £10M - £20M AUM range.
- Career progression opportunities: Clear pathway to Senior Financial Planning Director and Partner.
This is an excellent opportunity to join a firm that provides strong career growth, a high-quality client base, and a structured pathway to senior leadership.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Director
✨Tip Number 1
Network with professionals in the wealth and investment management sector. Attend industry events, seminars, or webinars to connect with potential colleagues and clients, which can help you gain insights into the firm’s culture and values.
✨Tip Number 2
Stay updated on the latest trends in financial planning and investment strategies. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous learning during interviews.
✨Tip Number 3
Prepare to discuss your experience with HNW and UHNW clients in detail. Be ready to share specific examples of how you've successfully managed client relationships and contributed to business development.
✨Tip Number 4
Familiarise yourself with the firm's integrated restricted model and their approach to client service. Understanding their unique selling points will allow you to tailor your discussions and show how you can add value to their team.
We think you need these skills to ace Financial Planning Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with high-net-worth clients. Emphasise your Chartered Financial Planner status and any relevant qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry. Discuss your business development mindset and provide examples of how you've successfully grown client portfolios in the past.
Highlight Relevant Experience: In your application, focus on your 5+ years of experience in financial planning. Detail your expertise in investment strategies, tax-efficient structures, and your ability to deliver tailored advice to HNW and UHNW clients.
Showcase Communication Skills: Since excellent communication and relationship management skills are crucial for this role, include specific examples of how you've effectively managed client relationships and led successful meetings in your previous positions.
How to prepare for a job interview at mbf
✨Showcase Your Expertise
As a Financial Planning Director, it's crucial to demonstrate your extensive knowledge in financial planning and wealth management. Be prepared to discuss specific strategies you've implemented for HNW and UHNW clients, showcasing your understanding of investment markets and regulatory requirements.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to provide tailored advice. Think about past experiences where you successfully navigated complex financial situations and be ready to explain your thought process and outcomes.
✨Highlight Your Business Development Skills
Since the role involves growing client portfolios, emphasise your business development mindset. Share examples of how you've built relationships, generated referrals, and expanded client bases in previous roles to illustrate your capability in this area.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Practice articulating complex financial concepts in a clear and concise manner. During the interview, focus on your ability to engage with clients and collaborate with internal teams, as this will be essential for success.
