At a Glance
- Tasks: Deliver high-quality financial advice and manage client portfolios.
- Company: Award-winning accountancy and advisory firm with a strong reputation.
- Benefits: Competitive salary, bonus potential, and flexible working options.
- Other info: Great opportunities for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Experience in wealth planning and strong networking skills.
The predicted salary is between 80000 - 100000 £ per year.
mbf, an award-winning accountancy and advisory firm, is hiring an experienced Wealth Planner to deliver high-quality financial advice across London and the South East. This new role involves managing a portfolio of clients and developing new business through networking.
The position offers a competitive salary of £80,000–£100,000, along with a bonus of up to 20% of the base salary, and flexible working options across City and South London offices. You'll have opportunities for career advancement within the firm.
Senior Wealth Planner - Hybrid, London & SE employer: mbf
At mbf, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through tailored career advancement opportunities and a competitive benefits package, including flexible working arrangements that cater to your lifestyle in the vibrant London and South East region. Join us to be part of a forward-thinking team where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planner - Hybrid, London & SE
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the wealth planning sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience and successes in managing client portfolios. We want to see how you can bring value to their team, so be ready with examples of your past achievements.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, drop them a quick email to thank them for their time and reiterate your interest. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve made it super easy for you to submit your application directly. Plus, it shows us you’re genuinely interested in joining our team. So, don’t wait around – get your application in and let’s see if we can work together!
We think you need these skills to ace Senior Wealth Planner - Hybrid, London & SE
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Wealth Planner role. Highlight your experience in delivering financial advice and managing client portfolios, as this is what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re the perfect fit for this position. Share specific examples of how you've developed new business and networked effectively in the past.
Showcase Your Achievements:Don’t be shy about showcasing your achievements! Whether it’s hitting targets or receiving accolades, let us know how you’ve excelled in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on the latest trends in wealth planning and financial advice. Familiarise yourself with mbf's services and their approach to client management. This will show that you're genuinely interested and ready to contribute from day one.
✨Showcase Your Networking Skills
Since this role involves developing new business through networking, be prepared to discuss your past experiences in building client relationships. Have specific examples ready that highlight your ability to connect with clients and grow a portfolio.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the firm's culture, growth opportunities, and how they measure success in the Wealth Planner role. This not only shows your interest but also helps you gauge if it's the right fit for you.
✨Dress the Part
Even though it’s a hybrid role, first impressions matter. Dress professionally for the interview, as it reflects your seriousness about the position. A smart outfit can boost your confidence and set a positive tone for the conversation.
