Lead Financial Planner | London / Hybrid | £90,000 - £100,000 plus bonus and equity potential
A growing, founder-led financial planning business is looking for a senior planner to become one of the leading advisers in the firm. This is a role with a route into leadership for the right person, rather than a seat in a large and settled team.
The opportunity
- Advise a book of established clients while helping shape how the firm delivers advice as it scales
- Input into the investment proposition, the advice process and the technology the business runs on
- Mentor and develop the junior planners and paraplanners coming through, with the chance to build out your own team
- Work directly with the founders on the direction of the business, not several layers removed from the decisions
- Real flexibility on how and where you work, judged on outcomes rather than hours at a desk
What you'll need
- Chartered status and substantial experience advising private clients at a senior level
- The credibility to be a visible face of the business with clients and introducers
- An appetite for building something - process, people and proposition, not just your own caseload
- Current CAS, with SM&CR Certified Person experience an advantage
What's on offer
- Basic salary of £75,000 to £90,000 depending on experience
- Performance bonus with realistic total earnings comfortably into six figures
- Equity or profit share conversations open to the right candidate over time
- Full support for Fellowship and any specialist route you want to take
- 30 days holiday plus bank holidays, enhanced pension, private medical and income protection
This is for a planner who has done well in a larger firm and now wants ownership of something.
Lead Financial Planner employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
