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For Companies At a Glance
- Tasks: Manage and develop a substantial client portfolio while delivering excellent financial advice.
- Company: Fast-growing wealth management firm with a supportive and collaborative culture.
- Benefits: Competitive salary, bonuses up to 45%, and full support for administration and compliance.
- Why this job: Join a dynamic team and make a real impact in a rapidly expanding firm.
- Qualifications: QCF Level 4 qualification and proven track record in client-focused financial planning.
- Other info: Opportunity for career growth in a trust-based, non-micromanaged environment.
The predicted salary is between 48000 - 72000 £ per year.
An established and fast growing wealth management firm is seeking an experienced Financial Planner to join its expanding advisory team. With around 55 staff currently and significant private funding in place, the business has ambitious growth plans and expects to nearly double in size over the next 12 months. As part of this growth, the firm is acquiring a well established practice in Newcastle. The retirement of senior advisers within that business has created a rare opportunity for an experienced Financial Planner to take over and develop a substantial existing client book.
This role is ideal for an experienced adviser who enjoys working collaboratively and wants to be part of a firm that genuinely values its people and invests in long term growth. You will inherit a high quality client portfolio while also being generously rewarded for new business activity. Full administration, paraplanning and compliance support is provided, allowing you to focus on delivering excellent outcomes for clients.
What’s on Offer:
- Base salary around £60,000 with flexibility for high performers or advisers bringing clients
- Bonuses of up to 45 percent of all new business written
- A clear salary and remuneration structure that rewards growth of your client book
- A grown up working environment built on trust, not micromanagement
- A supportive, collaborative culture where people are rewarded for their efforts
- An office presence is encouraged to support teamwork, collaboration and culture
The Ideal Candidate:
- You will be a high quality, experienced Financial Planner with a strong professional reputation.
- You will be able to demonstrate QCF Level 4 qualification as a minimum.
- A proven track record of delivering compliant, client focused advice.
- Experience managing and developing a client bank.
- A collaborative mindset and desire to be part of a growing firm.
- A values driven and professional approach to advice.
- Advisers with a history of strong performance or the ability to bring clients across will be particularly attractive.
If you are an experienced Financial Planner looking to join a well funded, ambitious firm with an outstanding culture and genuinely attractive rewards, this opportunity is well worth exploring.
Financial Planner - Client book provided in Newcastle upon Tyne employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Client book provided in Newcastle upon Tyne
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to former colleagues. Building relationships can lead to referrals and insider info about job openings.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and experience as a Financial Planner. Share insights on social media, write articles, or even start a blog. This not only showcases your knowledge but also makes you more visible to potential employers.
✨Prepare for Informal Chats
Don’t wait for formal interviews to make an impression. Reach out for informal coffee chats with people in the industry. It’s a great way to learn more about the firm and show your interest without the pressure of a formal setting.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows initiative and ensures your application gets into the right hands. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planner - Client book provided in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your QCF Level 4 qualification and any relevant achievements in managing client portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your collaborative mindset and how you align with our values. Mention your track record in delivering client-focused advice to grab our attention.
Showcase Your Client Management Skills: Since you'll be inheriting a substantial client book, emphasise your experience in managing and developing client relationships. Share specific examples of how you've successfully grown a client base in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at mbf
✨Know Your Numbers
As a Financial Planner, you’ll want to be well-versed in your past performance metrics. Be ready to discuss your client retention rates, growth percentages, and any successful strategies you've implemented. This shows that you’re not just about numbers but also about delivering results.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've put clients first in your previous roles. Discuss specific cases where your advice led to positive outcomes for clients. This will resonate with the firm’s values and demonstrate your commitment to client-focused service.
✨Emphasise Collaboration
Since the firm values teamwork, come prepared to talk about how you’ve worked collaboratively in the past. Share experiences where you’ve partnered with colleagues or other departments to achieve a common goal. This will highlight your fit within their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth plans and how they support their advisers. Inquire about the resources available for client management and development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
