Financial Planner

mbf; Manchester; Vor Ort; GBP 60.000 - 85.000; Vollzeit

Benefits dieser Stelle

Bonus

Benefits

Zusammenfassung

mbf in Manchester is recruiting an experienced Financial Planner to take over an established client bank and provide continuous, high-quality financial advice. This client-centric role focuses on servicing and relationship management rather than chasing new business.

The firm offers a competitive £60,000–£85,000 basic salary plus a bonus, with flexible working arrangements and a commitment to long-term client relationships within a Chartered practice.

Qualifikationen

• Experienced in client servicing and relationship management.
• Ability to advise across pensions, investments and retirement planning.

Aufgaben

• Client servicing and relationship management for an established client bank.

Kenntnisse

Client relationship management

Ausbildung

Diploma qualified, ideally Chartered or working towards it

Jobbeschreibung

Manchester City Centre | £60,000–£85,000 + Bonus + Benefits

An established client bank, interesting financial planning work and a business that values client relationships over sales targets.

We're working with a highly regarded, independent firm of Chartered Financial Planners in central Manchester who are looking to recruit an experienced Financial Planner.

Established for over 20 years, the business has developed an excellent reputation for providing high-quality, personal financial advice. It has a strong technical team, a collaborative culture and expertise across some particularly interesting and specialist areas of financial planning.

The opportunity

Following the earlier-than-planned retirement of one of the firm's Partners, an established client bank is available for someone to take responsibility for.

The other Partners are currently looking after these clients, but the business is keen to appoint someone who can provide the continuity and personal attention they've come to expect.

This is very much a client servicing and relationship management opportunity rather than a business development role.

Advisers are salaried, and the firm's approach is built around delivering excellent advice rather than chasing sales targets. The bonus structure for this position reflects that, focusing on client retention rather than new business income.

There's also plenty of opportunity to work with additional clients, referrals and new enquiries.

Interesting, varied financial planning

The firm advises a broad range of clients, predominantly across the North West, covering everything from pensions, investments and retirement planning to more complex areas involving inheritance tax, trusts, estate planning and specialist financial circumstances.

One of the attractions is the collaborative approach. Advisers work alongside experienced colleagues with different technical specialisms, providing an opportunity to broaden their knowledge and work on some genuinely interesting cases.

Who we're looking for

We're keen to speak with experienced Financial Planners who:

• Are Diploma qualified, ideally Chartered or working towards it
• Have experience of independently managing an established client base
• Are comfortable advising across a broad range of financial planning requirements
• Take genuine pride in building long-term relationships and providing excellent client service
• Would value a collaborative, technically strong environment
• Are looking for somewhere to settle and develop their career over the longer term

Salary and benefits

• £60,000–£85,000 basic salary depending on experience
• Additional bonus focused on client retention
• Established client bank from day one
• Flexible working arrangements, with some Manchester office presence preferred
• Long-term opportunity within an established Chartered practice

This could be an excellent opportunity for an experienced Financial Planner who enjoys the advisory side of the profession but would welcome less emphasis on constantly generating new business.