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For Companies At a Glance
- Tasks: Manage high-net-worth client portfolios and deliver tailored financial advice.
- Company: Join a leading financial planning firm known for collaboration and quality service.
- Benefits: Competitive salary, discretionary bonuses, hybrid working, and ongoing training.
- Why this job: Make a real impact by guiding clients through complex financial decisions.
- Qualifications: Chartered Financial Planner or close, with 3+ years in client-facing roles.
- Other info: Enjoy a supportive environment with excellent career progression opportunities.
The predicted salary is between 68000 - 102000 £ per year.
A highly regarded financial planning and professional services firm is seeking a qualified Financial Planner to join their growing team at Manager level. With a strong internal referral network, quality HNW clients, and full in-house support, this is a superb opportunity for an experienced adviser to flourish in a values-driven and collaborative environment.
The Role
As a Financial Adviser, you'll take ownership of a portfolio of high-net-worth clients – including professionals, business owners, and private families – delivering tailored, holistic advice. With paraplanning, compliance, and administrative support provided, you'll focus on client-facing work, building relationships and guiding clients through complex financial decisions. You'll also benefit from integrated in-house expertise, working closely with tax, legal, and accountancy teams to ensure clients receive joined-up, expert advice.
Key Responsibilities:
- Manage and deepen relationships with a portfolio of HNW clients
- Conduct discovery meetings, factfinding, and present financial plans
- Collaborate with internal teams to deliver multi-disciplinary advice
- Ensure compliance and best practice in all client interactions
- Contribute to internal business development through cross-referrals
What We're Looking For:
- Chartered Financial Planner (or very close to Chartered status)
- Minimum 3+ years' experience in financial planning/advice
- Demonstrated success in a client-facing advisory role
- Strong interpersonal and organisational skills
- Confident, collaborative, and commercially aware
What's On Offer:
- Competitive salary up to £85,000 (potentially higher for the right individual)
- Annual discretionary bonus based on personal and firm performance
- Hybrid working with excellent flexibility
- Ongoing training and CPD, plus career progression pathways
Independent Financial Advisor in London employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in London
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised!
✨Showcase Your Expertise
When you get the chance to chat with recruiters or during interviews, make sure to highlight your experience and success stories. Share specific examples of how you've helped clients achieve their financial goals. This will show them you’re not just qualified, but also passionate about what you do.
✨Prepare for the Interview
Do your homework on the firm and its culture before the interview. Understand their values and how they align with yours. Prepare questions that show you’re genuinely interested in their approach to client relationships and collaboration.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job!
We think you need these skills to ace Independent Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client-facing experience and any relevant qualifications, like being a Chartered Financial Planner. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how your background aligns with our values-driven approach. Let us know what makes you the perfect fit for this role.
Showcase Your Interpersonal Skills: As a Financial Adviser, building relationships is key. In your application, share examples of how you've successfully managed client relationships or collaborated with teams. We love seeing candidates who can connect with others!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, we’re excited to see your application come through!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around high-net-worth clients. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Interpersonal Skills
As a Financial Adviser, building relationships is key. Prepare examples of how you've successfully managed client relationships and resolved any issues. This will demonstrate your ability to connect with clients and work collaboratively.
✨Understand the Company Culture
Research the firm’s values and approach to financial advice. Be prepared to discuss how your personal values align with theirs and how you can contribute to their collaborative environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about complex financial situations you've navigated and be ready to explain your thought process and the outcomes.