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For Companies At a Glance
- Tasks: Manage high-value client relationships and provide tailored financial advice.
- Company: Leading global investment manager with a focus on wealth planning.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in financial advisory and strong relationship-building skills.
- Other info: Opportunity for continuous learning and career advancement in a supportive team.
The predicted salary is between 43200 - 72000 £ per year.
Opportunity
An award‑winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) seeks an experienced Wealth Planner. The role covers clients across London and the South East and offers autonomy to build your own presence in the local market.
Key Responsibilities
- Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice.
- Develop new client relationships through referrals, networking, and business development activities.
- Collaborate with internal teams to identify cross‑referral opportunities.
- Maintain up‑to‑date technical knowledge of financial planning, tax, and related areas.
- Contribute to the continued growth and development of the Wealth Planning division.
About You
- Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred.
- At least 3 years’ experience providing face‑to‑face advice to HNW clients.
- Proven ability to develop new business and nurture long‑term client relationships.
- Professional, confident, and proactive, with a genuine interest in holistic wealth management.
What’s on Offer
- £75,000–£90,000 base salary (depending on experience).
- Bonus up to 20% of base salary.
- Hybrid / flexible working across City and South London offices.
- Comprehensive benefits package and excellent career progression opportunities, including potential advancement to Senior Manager / Associate Director / Partner level.
Location: London, South East, United Kingdom.
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Wealth Planner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. The more connections we make, the better our chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential clients or during interviews, share your knowledge on wealth planning strategies. We want to demonstrate that we can provide valuable insights and solutions tailored to their needs.
✨Tip Number 3
Follow up after meetings! Whether it’s a casual coffee chat or a formal interview, sending a quick thank-you note can set us apart. It shows our enthusiasm and keeps us fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for us to showcase our skills and experience. Plus, it shows we’re genuinely interested in being part of the team. Let’s get our applications in!
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planner role. Highlight your experience in providing complex advice to UHNW clients and any relevant qualifications. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how you can contribute to our team. Be sure to mention specific skills that match the job description.
Showcase Your Client Management Skills: Since managing high-value client relationships is key, include examples of how you've successfully overseen client portfolios in the past. We love seeing real-life examples of your impact!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth planning, especially around pensions, tax, and financial guidance. Familiarise yourself with the latest trends and regulations in the industry so you can speak confidently about how you can provide value to UHNW clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high-value client relationships in the past. Be ready to discuss specific strategies you've used to develop new client relationships and how you've maintained existing ones, as this will demonstrate your ability to thrive in a client-focused role.
✨Be Ready to Discuss Compliance
Since compliance is crucial in wealth management, be prepared to talk about how you've ensured adherence to regulations in your previous roles. Highlight any experiences where you identified potential compliance issues and how you addressed them, showing that you prioritise clients' best interests.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company's wealth planning strategies and their approach to client relationships. This not only shows your genuine interest but also gives you a chance to assess if the company aligns with your career goals.
