At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and deliver tailored financial advice.
- Company: Join an award-winning wealth management firm with a strong national presence.
- Benefits: Competitive salary, quarterly bonuses, and comprehensive benefits package.
- Other info: Enjoy autonomy in your role with excellent career progression opportunities.
- Why this job: Inherit an established client book and focus on building long-term relationships.
- Qualifications: 3+ years as a Financial Adviser, Diploma qualified, and strong relationship management skills.
The predicted salary is between 70000 - 70000 £ per year.
A leading, award-winning national wealth management firm is seeking an experienced Financial Adviser to join its growing South West team based in Plymouth. This is an excellent opportunity to inherit a well-established portfolio of approximately 100 clients, consisting primarily of HNW and UHNW clients. The focus of the role is on delivering high-quality, holistic financial planning and maintaining long-term client relationships.
The Opportunity
- You will take responsibility for a substantial and high-value client bank, providing tailored advice across a full range of financial planning areas.
- Working closely with another senior Financial Planner in the office, you will also play a key role in supporting the continued growth and development of the regional business.
- With full paraplanning and administrative support provided both locally and via a centralised team, you will be able to focus your time on client interaction and delivering exceptional advice.
Key Responsibilities
- Manage and develop an existing portfolio of c.100 HNW/UHNW clients
- Deliver holistic financial planning and build long-term client relationships
- Conduct regular client reviews and ensure ongoing suitability of advice
- Work collaboratively with colleagues to enhance the regional offering
- Contribute to the growth and success of the South West operation
About You
- Minimum 3+ years' experience as a Financial Adviser / Financial Planner
- Diploma qualified (Level 4) as a minimum
- Holds a current Statement of Professional Standing (SPS)
- Strong relationship management skills with a client-first approach
- Experience working with HNW/UHNW clients is highly desirable
- Comfortable using CRM systems and cashflow modelling tools
- Passionate about delivering holistic, advice-led financial planning
What's on Offer
- Basic salary up to £70,000 (flexible depending on experience)
- Quarterly bonuses
- Established client portfolio from day one
- Full paraplanning and administrative support
- Comprehensive benefits package including pension, private medical, life cover and income protection
- Strong long-term career progression within a growing national business
Location & Working Pattern
The role is based in Plymouth, with clients located across the surrounding South West region. You will have the autonomy to manage your own diary, with the majority of your time spent meeting clients, alongside occasional office attendance for collaboration with the wider team.
Independent Financial Advisor - client book provided employer: mbf
Join a leading, award-winning national wealth management firm that prioritises employee growth and offers a supportive work culture in Plymouth. With a well-established client portfolio and comprehensive benefits including a competitive salary, bonuses, and full administrative support, you will have the opportunity to focus on delivering exceptional financial advice while enjoying strong career progression within a collaborative team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor - client book provided
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Advisor - client book provided
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
