Financial Planner

mbf; Greater London; Hybrid; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Bonus

Pension up to 12% employer

Private medical cover

Income protection

Long-term disability

Health screening

25 days holiday

Job summary

mbf is recruiting a Chartered Financial Planner to join our London office. You will take over an active client bank generating substantial recurring revenue and will access new business opportunities within a well-established national wealth management group.

The role offers hybrid working from the London office, with a base salary up to £80,000 plus a performance-related bonus and comprehensive benefits.

Qualifications

• Chartered status with the CII is required.
• Current SPS from the CII is required.
• Minimum of three years' relevant industry experience.
• Comprehensive industry and technical knowledge.
• Excellent interpersonal and communication skills.
• Ability to work in a structured, efficient manner with support staff.

Responsibilities

• Provide holistic financial planning advice through KYC and needs analysis.
• Manage transition of the client bank from retiring adviser.
• Produce reports to business and regulatory standards and implement solutions.
• Coordinate with support teams to meet record-keeping and file quality requirements.
• Deliver ongoing services to fee-paying clients at the agreed service level.
• Engage with external introducers and identify new opportunities.

Skills

Chartered status

SPS from CII

3+ years experience

Strong communication

Structured workflow

Job description

To £80,000 plus bonus and an exceptional benefits package

We are working with a well-established national wealth management business to recruit a Chartered Financial Planner into their London office.

Our client is a chartered firm with a national presence and an excellent reputation, forming part of a larger financial services group. They deliver holistic advice across retirement planning, investments, protection and tax planning to clients throughout the UK.

The opportunity

• This is an immediate vacancy created by the retirement of an existing Financial Planner. The successful candidate will take over an active, established client bank producing in excess of £300,000 in recurring revenue, with access to new business opportunities alongside it. The role is based from the London office with hybrid working available.

Key responsibilities

• Provide financial planning advice to individuals through comprehensive KYC and needs analysis, identifying solutions within the principles of best advice and suitability
• Manage the transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships
• Work alongside the support team to produce advice reports to business and regulatory standards, and implement agreed solutions
• Manage workflow with the support teams so that administration meets the firm's record keeping and file quality requirements
• Deliver ongoing services to existing fee-paying clients to the agreed service level
• Deal with advice enquiries from within and outside the business, promote services to external introducers and work with colleagues across the wider group to identify new opportunities
• Maintain competence in line with the FCA's Statements of Principles and the firm's Training and Competence scheme

What you will need

• Chartered status with the CII, or working towards it
• A current Statement of Professional Standing from the CII
• A minimum of three years' relevant industry experience
• Comprehensive industry and technical knowledge
• Excellent interpersonal and communication skills
• The ability to work in a structured, efficient manner, making effective use of support staff

Package and benefits

• Base salary to £80,000
• Annual performance-related bonus
• Pension with employer contributions of up to 12%
• Life assurance at 6x pensionable salary, flexible up to 18x
• Company-funded private medical cover, with the option to add family or partner cover
• Income protection at 60% of salary, with the option to increase to 75%
• Six months' full pay under short-term disability after one year of service
• £150 per year towards health screening
• 25 days' holiday, with the option to buy or sell up to five days