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    Chartered Financial Planner - London (Greater), United Kingdom - mbf.

    mbf.
    mbf. London (Greater), United Kingdom

    1 week ago

    Default job background
    Part time, Full time Accounting / Finance
    Description


    Job Title:
    Senior Financial Planner

    Location:
    London

    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.

    Key

    Responsibilities:

    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.

    Requirements:
    • Proven experience as a Financial Planner with a focus on private clients.
    • Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered.
    • Strong understanding of wealth management principles and financial planning strategies.
    • Excellent interpersonal and communication skills.
      Benefits:
      • Competitive salary up to £90,000 per annum.
      • Performance based bonus.
      • Comprehensive benefits package.
      • Opportunity to work with a prestigious and established Wealth Manager.
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