Lead Financial Planner

mbf; Greater London; Hybrid; GBP 75,000 - 100,000; Full time

Benefits offered by this job

Bonus potential

Equity or profit share discussions

Fellowship support for professional路线

Job summary

mbf is seeking a Lead Financial Planner in London with a path toward leadership. You will advise an established client book, influence the firm’s advice process, and help shape technology and propositions as the firm scales. The role includes mentoring junior planners and direct collaboration with the founders.

The position offers real flexibility in where and how you work, with a strong focus on outcomes and a pathway to ownership via equity and profit discussions.

Qualifications

• Chartered status and substantial experience advising private clients at a senior level.
• The credibility to be a visible face of the business with clients and introducers.
• An appetite for building something - process, people and proposition, not just your own caseload.
• Current CAS, with SM&CR Certified Person experience an advantage.

Responsibilities

• Advise a book of established clients while helping shape how the firm delivers advice as it scales.
• Input into the investment proposition, the advice process and the technology the business runs on.
• Mentor and develop the junior planners and paraplanners coming through, with the chance to build out your own team.
• Work directly with the founders on the direction of the business, not several layers removed from the decisions.
• Real flexibility on how and where you work, judged on outcomes rather than hours at a desk.

Skills

Chartered status

Senior-level advisory experience

Client relationship management

SM&CR Certified Person experience

Job description

Lead Financial Planner | London / Hybrid | £90,000 - £100,000 plus bonus and equity potential

A growing, founder-led financial planning business is looking for a senior planner to become one of the leading advisers in the firm. This is a role with a route into leadership for the right person, rather than a seat in a large and settled team.

The opportunity

• Advise a book of established clients while helping shape how the firm delivers advice as it scales
• Input into the investment proposition, the advice process and the technology the business runs on
• Mentor and develop the junior planners and paraplanners coming through, with the chance to build out your own team
• Work directly with the founders on the direction of the business, not several layers removed from the decisions
• Real flexibility on how and where you work, judged on outcomes rather than hours at a desk

What you'll need

• Chartered status and substantial experience advising private clients at a senior level
• The credibility to be a visible face of the business with clients and introducers
• An appetite for building something - process, people and proposition, not just your own caseload
• Current CAS, with SM&CR Certified Person experience an advantage

What's on offer

• Basic salary of £75,000 to £90,000 depending on experience
• Performance bonus with realistic total earnings comfortably into six figures
• Equity or profit share conversations open to the right candidate over time
• Full support for Fellowship and any specialist route you want to take
• 30 days holiday plus bank holidays, enhanced pension, private medical and income protection

This is for a planner who has done well in a larger firm and now wants ownership of something.