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For Companies 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.
- 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.
- Other info: Excellent career progression opportunities, including advancement to Senior Manager or Partner level.
The predicted salary is between 75000 - 90000 £ per year.
Job Title: Wealth Planner
An award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering clients across London and the South East.
The Opportunity
This is a newly created position within a well-established and expanding Wealth Management business. You’ll be responsible for delivering high-quality, holistic financial advice to a loyal client base while also driving new business growth through networking and internal referrals.
The firm has acquired several IFA businesses in recent years, providing an impressive client book and strong pipeline of leads. You’ll benefit from an established brand, in-house professional connections across tax, audit, and corporate finance, and the 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.
Seniority level
- Mid‑Senior level
Employment type
- Full‑time
Job function
- Finance
This is an exceptional opportunity for an ambitious Wealth Planner seeking to align with a respected professional services firm and play a key role in their next phase of growth.
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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! 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.
