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- Tasks: Manage client relationships and provide tailored financial planning advice.
- Company: Respected independent financial planning firm in Loughborough.
- Benefits: Competitive salary, unlimited bonus potential, and flexible working arrangements.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Minimum Level 4 qualification in financial planning and proven experience.
- Other info: Great career growth opportunities with potential for leadership roles.
The predicted salary is between 28800 - 48000 ÂŁ per year.
A well‑established and highly regarded independent financial planning firm in Loughborough is seeking an experienced Financial Planner to join their team. This role is ideal for someone with strong technical skills, excellent client‑servicing capabilities, and a genuine interest in building and managing long‑term client relationships.
The firm has around 20 staff, including directors and a range of advisors, and prides itself on delivering exceptional levels of service and trusted financial planning support to clients. Their advisers help clients build and protect wealth through tailored, holistic advice across a broad range of areas.
Role OverviewAs Financial Planner, you will:
- Manage and develop your own client base, including servicing an existing portfolio and delivering high‑quality ongoing relationship management.
- Provide comprehensive financial planning advice, with an emphasis on understanding each client’s goals and delivering solutions that achieve them.
- Receive clients to help you build your book of business; bringing a transferable book is advantageous but not essential (even a small number of existing clients will accelerate your success).
- Deliver planning and advice across key service areas including investment advice and strategic planning, retirement planning, tax efficiency, cashflow planning, inheritance tax planning, protection (family and business) and mortgages.
- Uphold the firm’s values of listening, partnering with clients, acting with integrity, and delivering successful outcomes.
The role is primarily office‑based, with flexibility available once you’re established. Performance will be judged on results and high service standards, not on monitoring office hours.
Competitive salary with a tiered bonus structure: once bonus validation reaches 1Ă— salary, bonus is paid at 2%, 4%, 6%, 8% and increasing from there. Unlimited bonus potential and flexible base salary arrangements for the right candidate.
Succession opportunities: one director is approaching retirement, creating long‑term growth potential and involvement in future leadership. Opportunity to take on additional clients and participate in practice growth or buy out options as they arise.
Candidate Profile- Minimum Level 4 qualification in financial planning or equivalent (e.g., DipPFS or higher).
- Proven experience as a Financial Planner with a track record of delivering sound advice and managing client relationships.
- Commitment to providing excellent client service and managing ongoing client needs with professionalism.
- Strong communication skills and ability to work collaboratively within a team.
- A personality and approach that aligns well with existing leadership and supports continuity of service for clients.
This is a rare opportunity to join a respected financial planning practice with a broad service offering, excellent support infrastructure, and real potential for long‑term progression and client impact.
Financial Planner in Loughborough employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Loughborough
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join local meetups, or even hit up LinkedIn. The more you network, the more opportunities will come your way.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their goals. This is your time to shine and show them why you're the perfect fit.
✨Tailor Your Approach
Every firm is different, so make sure you understand their values and culture. When you apply through our website, highlight how your experience aligns with their mission and how you can contribute to their success.
✨Follow Up Like a Boss
After an interview or networking event, drop a quick thank-you note. It shows your appreciation and keeps you on their radar. Plus, it’s a great way to reiterate your interest in the role!
We think you need these skills to ace Financial Planner in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning qualifications and any relevant client management experience to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our firm’s values of integrity and client partnership. Keep it personal and engaging!
Showcase Your Client Relationship Skills: Since building long-term client relationships is key, share examples of how you've successfully managed client portfolios in the past. We want to see your approach to understanding client goals and delivering tailored advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team during the process!
How to prepare for a job interview at mbf
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and concepts. Brush up on key financial planning principles, investment strategies, and tax regulations relevant to the role. This will not only help you answer technical questions confidently but also demonstrate your expertise to the interviewers.
✨Showcase Client-Centric Skills
Since this role emphasises client relationship management, prepare examples that highlight your ability to build and maintain strong client relationships. Think of specific instances where you've successfully understood a client's needs and delivered tailored solutions. This will show that you align with the firm's values of listening and partnering with clients.
✨Research the Firm
Familiarise yourself with the firm’s history, values, and service offerings. Understanding their approach to financial planning and their client base will allow you to tailor your responses and show genuine interest in the position. It also gives you the chance to ask insightful questions, which can set you apart from other candidates.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Practice articulating how you would handle various client situations, such as managing a portfolio during market volatility or advising on retirement planning. This will demonstrate your practical knowledge and readiness for the role.
