At a Glance
- Tasks: Lead financial planning for established clients and shape the firm's advice delivery.
- Company: A dynamic, founder-led financial planning business with growth potential.
- Benefits: Competitive salary, performance bonuses, equity options, and generous holiday allowance.
- Other info: Flexible working environment focused on outcomes, with leadership opportunities.
- Why this job: Join a growing firm and make a real impact while mentoring future planners.
- Qualifications: Chartered status and significant experience in private client advisory.
The predicted salary is between 90000 - 100000 £ per year.
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 in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Financial Planner in London
✨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 Lead Financial Planner in London
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.
