Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial planning advice and manage client relationships.
- Company: Established wealth management firm with a collaborative team culture.
- Benefits: Competitive salary, bonus potential, pension, and private medical.
- Other info: Office-based role with some flexibility for home working.
- Why this job: Inherit an existing client bank and shape your role to your strengths.
- Qualifications: Experience in financial planning and strong relationship management skills.
The predicted salary is between 50000 - 65000 £ per year.
An established and highly regarded independent wealth management firm is looking to appoint a Financial Planner to join its growing team. This is a rare opportunity to inherit an existing client bank (£9m–£14.5m AUA) while also having the flexibility to shape the role around your strengths – whether that’s relationship management or business development.
The Opportunity
- Inherit and develop an existing client bank
- Work within a collaborative, close-knit team environment
- Flexibility to focus on servicing clients, developing new business, or a blend of both
- Access to referrals, introducer relationships and networking opportunities
- Strong administrative support and well-established internal systems
Clients
You will work with a diverse client base including business owners, professionals and high-net-worth individuals, as well as younger clients at earlier stages of their financial journey. The firm takes a long‑term, relationship‑led approach and does not operate rigid minimum thresholds.
The Role
- Provide holistic financial planning advice across pensions, investments and protection
- Manage and develop ongoing client relationships
- Conduct suitability reports, cashflow modelling and advice delivery
- Identify and support new business opportunities where appropriate
- Work closely with internal teams to deliver a high-quality client experience
Requirements
- Previous experience in a Financial Planning role
- Strong relationship management and communication skills
Package
- Competitive Basic salary dependant on experience and qualifications
- Bonus (with no upper earning limit longer term)
- Pension and private medical
Additional Information
This is a predominantly office-based role to support collaboration and development, with some flexibility for home working.
Financial Planner in England employer: MERJE
Contact Detail:
MERJE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in England
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience and how it aligns with their needs. Bring examples of your past successes, especially in relationship management or business development, to really make an impression.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, send a quick thank-you note or email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your talents. Plus, it helps us keep track of your application and gives you a better chance of landing that Financial Planner role with us.
We think you need these skills to ace Financial Planner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planner role. Highlight your relationship management and communication skills, as these are key for us at StudySmarter.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team and how you can contribute to managing and developing client relationships.
Showcase Your Experience: Don’t just list your previous roles; share specific examples of how you’ve provided holistic financial planning advice or developed new business opportunities. We love seeing real-life applications!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at MERJE
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial concepts. Brush up on key metrics and be ready to discuss how you've managed client portfolios in the past. This shows you’re not just about theory but have practical experience.
✨Showcase Relationship Management Skills
Since this role emphasises relationship management, prepare examples of how you've built and maintained client relationships. Think about specific instances where your communication skills made a difference, and be ready to share those stories.
✨Understand Their Client Base
Familiarise yourself with the types of clients the firm serves, from business owners to high-net-worth individuals. Tailor your responses to show how your experience aligns with their diverse clientele and how you can add value to their existing client bank.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the firm’s approach to financial planning. Inquire about their internal systems or how they support new business development. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.