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- Tasks: Serve as the main contact for Ultra High Net Worth clients, building relationships and providing financial advice.
- Company: Join a leading firm specializing in financial solutions for industry leaders in Private Equity and Law.
- Benefits: Enjoy 25 days of annual leave, hybrid work options, and support for mental and physical health.
- Why this job: Shape your career while making a real impact on clients' financial lives in a supportive environment.
- Qualifications: Must hold a Chartered certificate, with 5+ years of experience advising HNW and UHNW clients.
- Other info: Experience a flexible, outcome-led culture with regular team socials and family-friendly policies.
The predicted salary is between 43200 - 72000 £ per year.
As a Wealth Planner, you will represent the company and serve as the primary point of contact for their sophisticated Ultra High Net Worth (UHNW) clients, who are industry leaders in Private Equity, Corporate Finance, and Law sectors.
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Build strong relationships with clients to understand their financial and life goals, meeting them in person when necessary.
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Develop and oversee the execution of clients’ Financial Life Strategy.
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Maintain ongoing relationships with clients, responding to queries, conducting meetings, and offering financial advice.
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Collaborate with the Investment and Financial Life Solutions team to provide specialized investment advice.
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Become an expert in their technology and leverage it to drive optimal performance outcomes for clients.
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Shape the future of your role as the company grows, with opportunities for career progression.
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Hold a Chartered certificate and be regulated by the FCA to give financial advice (Ideally CII).
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Significant experience providing financial advice to sophisticated High Net Worth (HNW) and UHNW clients, ideally with 5+ years in the industry and at least 1 year as an adviser.
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Thorough understanding of common tax wrappers held by UK-based HNW and UHNW clients, such as ISAs and pensions.
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Demonstrable experience in sophisticated cash-flow planning and financial modeling.
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High Level academic background
The Person:
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Warm and engaging with the ability to build strong relationships.
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Solutions-led with the ability to proactively seek answers.
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Methodical and detail-oriented with confidence in handling demanding clients.
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Effective collaborator with a people-centered approach.
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Inquisitive, independent thinker eager to share ideas.
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Comfortable in a flat hierarchy and team-oriented environment.
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Outcome-led, flexible, and happy work environment with a hybrid working policy.
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25 days of annual leave per year.
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Regular team socials for work-life balance.
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Support for mental and physical health, including online fitness classes and access to a gym group in London.
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Family-friendly policies.
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 with professionals in the Private Equity, Corporate Finance, and Law sectors. Attend industry events or webinars where you can meet potential clients and other wealth planners. Building these connections can help you understand the needs of UHNW clients better.
✨Tip Number 2
Stay updated on the latest financial technologies and tools that can enhance your service delivery. Familiarize yourself with the technology used by StudySmarter to demonstrate your ability to leverage it for optimal client outcomes during interviews.
✨Tip Number 3
Prepare to discuss your experience with sophisticated cash-flow planning and financial modeling. Be ready to share specific examples of how you've successfully managed HNW and UHNW clients' financial strategies in the past.
✨Tip Number 4
Showcase your interpersonal skills during the interview process. Practice articulating how you build relationships with clients and handle demanding situations, as this role requires a warm and engaging approach.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Wealth Planner. Tailor your application to highlight your experience with Ultra High Net Worth clients and your ability to build strong relationships.
Highlight Relevant Experience: In your CV and cover letter, emphasize your significant experience in providing financial advice, particularly to HNW and UHNW clients. Mention any specific achievements or successful strategies you've implemented in previous roles.
Showcase Your Skills: Demonstrate your methodical and detail-oriented approach in your application. Provide examples of how you've effectively collaborated with teams and handled demanding clients, showcasing your solutions-led mindset.
Personalize Your Application: Make your application stand out by personalizing it. Address the hiring manager by name if possible, and express your enthusiasm for the company’s values and culture, especially regarding work-life balance and support for mental health.
How to prepare for a job interview at mbf.
✨Understand Your Clients
As a Wealth Planner, it's crucial to demonstrate your understanding of Ultra High Net Worth clients. Be prepared to discuss how you would build relationships and tailor financial strategies to meet their unique goals.
✨Showcase Your Expertise
Highlight your experience in providing financial advice, especially to HNW and UHNW clients. Be ready to share specific examples of sophisticated cash-flow planning and financial modeling you've conducted in the past.
✨Familiarize Yourself with Relevant Regulations
Since holding a Chartered certificate and being FCA regulated is essential, ensure you can discuss relevant regulations and how they impact your advisory role. This shows your commitment to compliance and professionalism.
✨Demonstrate Collaboration Skills
The role requires effective collaboration with the Investment and Financial Life Solutions team. Prepare to discuss how you have successfully worked in teams before and how you plan to leverage technology to enhance client outcomes.
