At a Glance
- Tasks: Manage and grow a portfolio of private clients with holistic financial advice.
- Company: Top 10 UK accountancy and advisory firm with a thriving Wealth Planning division.
- Benefits: Competitive salary, bonus potential, hybrid working, and comprehensive benefits package.
- Other info: Excellent career progression opportunities, including advancement to Senior Manager or Partner level.
- Why this job: Join a respected firm and play a key role in their growth while advancing your career.
- Qualifications: Level 4 Diploma qualified with at least 3 years’ experience in wealth management.
The predicted salary is between 75000 - 90000 £ per year.
The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.
Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering.
What You’ll Do:
- Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies.
- Develop new client relationships through active marketing efforts and your professional network.
- Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and alignment with their best interests.
- Conduct regular client meetings, document agreed actions, and ensure swift implementation.
- Take primary responsibility for new client setup, sign-off, and suitability for advice structures.
- Identify and communicate new planning opportunities beneficial to clients.
- Serve as a knowledge resource for portfolio managers on financial planning matters.
- Contribute content for external distribution and internal training.
- Continuously update your knowledge through professional development and examinations.
Qualifications and Experience:
- Experience in advising high-net-worth individuals on wealth planning and tax strategies.
- In-depth knowledge of pensions and taxation.
- FCA-approved regulatory qualification at Level 4 or above.
- Advanced Financial Planning Certificate, Chartered Financial Planner, or equivalent.
- Current Statement of Professional Standing (SPS).
- Proficiency in Microsoft Word, Excel, and PowerPoint.
Preferred:
- Familiarity with fund management, professional advisory, IFA, or life company industry.
- Pension Transfer Specialist qualification.
- Excellent understanding of major wealth planning strategies in the UK marketplace.
- Knowledge of Intelliflo Office and The Exchange.
Who You Are:
- Professional, organised, and motivated self-starter.
- Strong interpersonal and communication skills.
- Ability to present complex matters clearly and concisely.
- Strong analytical and numeracy skills.
- Ability to build strong working relationships across all levels.
- Demonstrated willingness to learn, develop, and collaborate for excellent client outcomes
Seize the opportunity to join a global leader in investment management and contribute to our mission of empowering clients for a prosperous future.
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Wealth Planner employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that Wealth Planner role.
✨Tip Number 2
Show off your expertise! Prepare to discuss recent trends in wealth management and how they impact clients. This will not only impress potential employers but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 3
Leverage internal referrals! If you know someone working at the firm you're eyeing, reach out for an informal chat. They can provide insights and might even put in a good word for you, which can be a game-changer.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
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 with HNW clients and any relevant qualifications, like your Level 4 Diploma or Chartered status. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about holistic wealth management and how you can contribute to our growing team. Be sure to mention any networking successes or business development activities you've been involved in.
Showcase Your Client Relationship Skills:In your application, emphasise your ability to develop and nurture long-term client relationships. Share specific examples of how you've successfully managed client portfolios and driven new business growth. We love seeing real-life success stories!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. 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 financial planning knowledge, especially around holistic wealth management and investment advice. Being able to discuss recent trends or changes in the industry will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Networking Skills
Since this role involves developing new client relationships, be ready to share examples of how you've successfully networked in the past. Talk about specific strategies you've used to build connections and how they led to new business opportunities.
✨Demonstrate Client-Centric Thinking
Prepare to discuss how you manage and grow client portfolios. Use real-life examples to illustrate how you've provided comprehensive financial advice and nurtured long-term relationships with high-net-worth clients.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's growth plans, their approach to client referrals, or how they support their Wealth Planning division. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
