At a Glance
- Tasks: Deliver holistic financial planning advice and nurture client relationships.
- Company: Established financial planning firm with a focus on client care.
- Benefits: Competitive salary, bonus structure, pension, and private medical insurance.
- Other info: Remote and field-based role with excellent career growth opportunities.
- Why this job: Inherit a loyal client portfolio and enjoy long-term stability.
- Qualifications: Diploma Level 4 qualified with strong client relationship skills.
The predicted salary is between 50000 - 50000 € per year.
An established and growing financial planning firm is seeking an experienced Financial Planner to take over a well-maintained client portfolio from a retiring Adviser based around the Solihull area. This is an excellent opportunity for an Adviser who enjoys delivering high-quality ongoing advice and building long-term client relationships, rather than focusing heavily on new business generation.
The Opportunity
- Basic salary of £50,000
- Existing client bank of approximately 130–140 clients
- £220,000 recurring ongoing income attached to the portfolio with full validation credit given
- Bonus structure based on recurring income and new business generated
- Remote and field-based role with no requirement to attend an office
- Benefits including Pension, Death in Service and Private Medical Insurance
Bonus Structure
The incoming Adviser will receive full credit for the existing £220,000 ongoing income attached to the client bank. With a validation threshold of 3x salary (£150,000), this means the successful candidate would immediately earn a 25% bonus on the £70,000 excess recurring income already attached to the portfolio. In addition, a further 25% bonus is payable on any additional new business generated.
About the Role
You will inherit an established and loyal client portfolio and be responsible for delivering holistic financial planning advice across:
- Pensions
- Investments
- Protection
- Retirement planning
The focus is on maintaining and developing trusted client relationships, ensuring excellent ongoing service and advice standards.
About You
- Experienced Financial Planner / Independent Financial Adviser
- Strong technical knowledge across pensions, investments and protection
- Excellent client relationship and service skills
- Diploma Level 4 qualified minimum
- Based within reasonable distance of Solihull for client meetings
- Well suited to someone who enjoys servicing and nurturing an existing book rather than a pure business development role
This role offers a rare opportunity to join a growing advice business with immediate recurring income, established clients and genuine long-term stability.
Financial Planner in Solihull employer: mbf
Join a dynamic financial planning firm that prioritises employee well-being and professional growth, offering a competitive salary and an attractive bonus structure. With a focus on nurturing existing client relationships, you will enjoy the flexibility of remote and field-based work while benefiting from a supportive culture that values high-quality advice and long-term stability. This role not only provides immediate recurring income but also fosters an environment where your expertise can flourish, making it an ideal place for dedicated Financial Planners in the Solihull area.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Solihull
✨Tip Number 1
Network like a pro! Reach out to your existing connections in the financial planning world. Let them know you're on the lookout for opportunities, and who knows? They might just have a lead or two that could land you that perfect role.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise in financial planning. Share insights, engage with industry discussions, and connect with potential employers. It’s all about making yourself visible and memorable!
✨Tip Number 3
Prepare for those interviews! Research the company and their client base thoroughly. Be ready to discuss how your experience aligns with their needs, especially in maintaining and nurturing client relationships. Show them you’re the right fit!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that dream job!
We think you need these skills to ace Financial Planner in Solihull
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 expertise in pensions, investments, and client relationship management to show us you’re the right fit for our existing client bank.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for delivering high-quality advice and building long-term relationships. Let us know why you’re excited about this opportunity and how you can contribute to our growing firm.
Showcase Your Experience:When detailing your previous roles, focus on your achievements in financial planning and client servicing. We want to see how you've successfully managed client portfolios and delivered ongoing advice, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team. We can’t wait to hear from you!
How to prepare for a job interview at mbf
✨Know Your Client Portfolio
Before the interview, take some time to familiarise yourself with the existing client bank. Understand the demographics and needs of the clients you'll be working with. This will help you demonstrate your ability to maintain and nurture these relationships during the interview.
✨Showcase Your Technical Knowledge
Brush up on your knowledge of pensions, investments, and protection. Be prepared to discuss how you would approach financial planning for different scenarios. This will show that you have the expertise needed to provide high-quality advice.
✨Emphasise Relationship Building
Since this role focuses on maintaining long-term client relationships, be ready to share examples from your past experiences where you've successfully built trust and rapport with clients. Highlight your commitment to ongoing service and support.
✨Prepare Questions About the Role
Think of insightful questions to ask about the firm’s approach to client management and their expectations for the Financial Planner role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
