Financial Planner I - London, United Kingdom - mbf

Description

Job Description Job Title:
Senior Financial Planner

Salary:
Up to £90,000, plus Bonus & Benefits

An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London.

In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000.

This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.

Client Management:

Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.

Retirement Transition:

Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships.

Revenue Generation:
Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager.

Proven experience as a Financial Planner with a focus on private clients.
Ideally Chartered Financial Planner status via the CII; Strong understanding of wealth management principles and financial planning strategies.
Competitive salary up to £90,000 per annum.
Performance based bonus.
Comprehensive benefits package.