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For Companies At a Glance
- Tasks: Manage high-value client relationships and provide tailored financial advice.
- Company: Join a leading global investment manager focused on wealth planning for UHNW clients.
- Benefits: Enjoy professional development opportunities and a dynamic team environment.
- Why this job: Make a real impact on clients' financial futures while growing your expertise in wealth management.
- Qualifications: Experience with high-net-worth clients and FCA-approved qualifications required.
- Other info: Ideal for motivated self-starters eager to learn and collaborate.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
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.
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.
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 actively within the wealth management sector. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Stay updated on the latest trends in wealth planning and taxation. Subscribe to relevant financial publications and follow thought leaders on social media. This knowledge will not only enhance your expertise but also impress potential employers.
✨Tip Number 3
Consider obtaining additional qualifications or certifications that are highly regarded in the industry, such as the Chartered Financial Planner designation. This demonstrates your commitment to professional development and can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by practising how to clearly articulate complex financial concepts. Use examples from your past experiences to showcase your ability to manage high-value client relationships and provide tailored advice.
We think you need these skills to ace Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in advising high-net-worth individuals and your knowledge of wealth planning strategies. Use specific examples that demonstrate your ability to manage client relationships and provide complex financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth planning and how your skills align with the company's mission. Mention your FCA-approved qualifications and any relevant certifications, such as the Advanced Financial Planning Certificate or Chartered Financial Planner.
Showcase Your Interpersonal Skills: Since strong communication and relationship-building skills are crucial for this role, include examples in your application that illustrate your ability to present complex information clearly and build rapport with clients.
Highlight Continuous Learning: Demonstrate your commitment to professional development by mentioning any recent courses, certifications, or training you've undertaken. This shows your dedication to staying updated on industry trends and regulations.
How to prepare for a job interview at mbf
✨Showcase Your Expertise
Make sure to highlight your experience in advising high-net-worth individuals. Be prepared to discuss specific cases where you've successfully implemented wealth planning strategies, particularly around pensions and taxation.
✨Demonstrate Strong Interpersonal Skills
Since the role involves managing client relationships, it's crucial to exhibit your communication skills. Practice articulating complex financial concepts in a clear and concise manner, as this will be key in building trust with clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare examples of how you've identified new planning opportunities for clients or navigated compliance challenges in previous roles.
✨Stay Updated on Industry Trends
Show your commitment to continuous learning by discussing recent developments in wealth management and financial planning. This demonstrates your proactive approach and dedication to providing the best advice to clients.