At a Glance
- Tasks: Manage and develop a portfolio of high-net-worth clients while delivering tailored financial advice.
- Company: Join an award-winning national wealth management firm with a strong team culture.
- Benefits: Competitive salary up to £70,000, quarterly bonuses, and comprehensive benefits package.
- Other info: Enjoy autonomy in your role with excellent career progression opportunities.
- Why this job: Inherit an established client book and make a real impact in financial planning.
- Qualifications: Minimum 3 years as a Financial Adviser, Diploma qualified, and strong relationship management skills.
The predicted salary is between 70000 - 70000 £ per year.
A leading, award-winning national wealth management firm is seeking an experienced Financial Adviser to join its growing South West team based in Plymouth. This is an excellent opportunity to inherit a well-established portfolio of approximately 100 clients, consisting primarily of HNW and UHNW clients. The focus of the role is on delivering high-quality, holistic financial planning and maintaining long-term client relationships.
The Opportunity
- You will take responsibility for a substantial and high-value client bank, providing tailored advice across a full range of financial planning areas.
- Working closely with another senior Financial Planner in the office, you will also play a key role in supporting the continued growth and development of the regional business.
- With full paraplanning and administrative support provided both locally and via a centralised team, you will be able to focus your time on client interaction and delivering exceptional advice.
Key Responsibilities
- Manage and develop an existing portfolio of c.100 HNW/UHNW clients.
- Deliver holistic financial planning and build long-term client relationships.
- Conduct regular client reviews and ensure ongoing suitability of advice.
- Work collaboratively with colleagues to enhance the regional offering.
- Contribute to the growth and success of the South West operation.
About You
- Minimum 3+ years’ experience as a Financial Adviser / Financial Planner.
- Diploma qualified (Level 4) as a minimum.
- Holds a current Statement of Professional Standing (SPS).
- Strong relationship management skills with a client-first approach.
- Experience working with HNW/UHNW clients is highly desirable.
- Comfortable using CRM systems and cashflow modelling tools.
- Passionate about delivering holistic, advice-led financial planning.
What’s on Offer
- Basic salary up to £70,000 (flexible depending on experience).
- Quarterly bonuses.
- Established client portfolio from day one.
- Full paraplanning and administrative support.
- Comprehensive benefits package including pension, private medical, life cover and income protection.
- Strong long-term career progression within a growing national business.
Location & Working Pattern
The role is based in Plymouth, with clients located across the surrounding South West region. You will have the autonomy to manage your own diary, with the majority of your time spent meeting clients, alongside occasional office attendance for collaboration with the wider team.
Independent Financial Advisor – client book provided in Plymouth employer: mbf
Join a leading, award-winning national wealth management firm that prioritises employee growth and offers a supportive work culture in Plymouth. With a well-established client portfolio and comprehensive administrative support, you will have the opportunity to focus on delivering exceptional financial advice while enjoying a competitive salary, quarterly bonuses, and a robust benefits package. This role not only allows for autonomy in managing your client interactions but also fosters long-term career progression within a dynamic and expanding team.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor – client book provided in Plymouth
✨Tip Number 1
Network like a pro! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights and tips on social media or writing articles. This not only highlights your knowledge but also attracts potential employers who are looking for someone just like you.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Role-play with a friend or use online resources to boost your confidence and ensure you can articulate your experience effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy!
We think you need these skills to ace Independent Financial Advisor – client book provided in Plymouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your experience with HNW/UHNW clients and any relevant qualifications, like your Diploma. 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 tell us why you're passionate about financial planning and how you can contribute to our success in the South West. Keep it personal and engaging – we love a good story!
Showcase Your Client Relationship Skills:Since this role is all about building long-term relationships, make sure to include examples of how you've successfully managed client portfolios in the past. We want to know how you keep clients happy and engaged!
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 important updates. Plus, it’s super easy!
How to prepare for a job interview at mbf
✨Know Your Clients
Before the interview, take some time to research the types of HNW and UHNW clients you’ll be working with. Understand their needs and preferences, as this will help you demonstrate your ability to deliver tailored advice during the interview.
✨Showcase Your Experience
Be ready to discuss your previous experience as a Financial Adviser, especially any work with high-net-worth clients. Prepare specific examples of how you've successfully managed client relationships and delivered holistic financial planning.
✨Familiarise Yourself with Tools
Since the role involves using CRM systems and cashflow modelling tools, brush up on these technologies. If you have experience with specific tools, mention them in the interview to show you're prepared and tech-savvy.
✨Emphasise Team Collaboration
Highlight your ability to work collaboratively with colleagues. Share examples of how you've contributed to team success in the past, as this role requires working closely with another senior Financial Planner to enhance the regional offering.
