Lead Financial Planner

mbf; Greater London; Hybrid; GBP 90,000 - 100,000; Full time

Benefits offered by this job

Bonus potential

Equity potential

Fellowship support

Private medical

Job summary

mbf in London is seeking a Senior Lead Financial Planner to join a founder-led practice on a hybrid basis. You will advise an established client book, shape the advice process and technology as the firm scales, and mentor junior planners while building a team.

You’ll work directly with the founders, with flexible arrangements and outcomes-based reward, including bonus and potential equity. The role targets a senior professional with Chartered status, CAS/SM&CR experience, and a drive to grow a

Qualifications

• Chartered status and substantial experience advising private clients at a senior level.
• Credibility to be a visible face of the business with clients and introducers.
• Appetite for building 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 junior planners and paraplanners, 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 decisions.
• Enjoy real flexibility on how and where you work, judged on outcomes rather than hours.

Skills

Chartered status

Senior client advisory

Credibility with clients

People & process building

Education

Chartered status

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.