- Passion for client care and excellence
- Chartered or working towards CFP (Level 6/7)
- Minimum 5 years' advisory experience. Ideally we are looking for candidates with 10 years +
- Longevity. Candidates should be able to prove their ability to build long standing relationships at a high level.
- Ideally candidates will have experience working with HNW clients.
- Strong integrity and work ethic
- £80,000 to £120,000 basic salary
- Group benefits
- No personal targets or OTE. This is a true, employed Financial Planner role, working for the best needs of the company and the clients.
- Discretionary bonus, around 10% of salary based on company targets
- Agile working - meetings will take place in the office. Outside of this, you will be free to work as you please
- Study support
- Wellbeing services
-
Financial Planner
3 weeks ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in buildin ...
-
Financial Planner
3 weeks ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modellingnSalary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building ...
-
Financial Planner
4 weeks ago
Switch Recruitment Leicester, United KingdomWe are pleased to be working with this leading East Midlands based chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / Financial Planner to provide expert advice to their existing database of HNW and Corporate clients. · **I ...
-
Financial Planner
3 weeks ago
mbf Nottingham, United KingdomJob DescriptionFinancial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specia ...
-
Senior Financial Planner
3 weeks ago
IDEX Consulting Nottingham, United KingdomMy client is seeking an experienced Senior Financial Planner to join their growing team. · You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. This will be met through regular review meetin ...
-
Financial Planner
3 weeks ago
mbf Nottingham, United Kingdom £80,000 - £120,000Job Description · Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who ...
-
Financial Planner
2 weeks ago
Office Angels Nottinghamshire, United Kingdom**As the Financial Planner your responsibilities will include**: · - Meeting clients to understand their future investment plans and documenting them accordingly · - Obtaining detailed reports and information from the clients to determine income, expenses, risk tolerance, capacit ...
-
Financial Planner
1 week ago
Duncan & Toplis East Midlands, United KingdomFinancial planning services | Full-time | East Midlands · We have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions. · Recommending strategies to achieve the financial objec ...
-
Financial Planner
2 weeks ago
Resource Matters Ltd Chesterfield, United Kingdom**Branch Based Employed Independent Financial Planner - Large Client Portfolio & Full Lead generation,** · **To £55,000 Basic + package + bonuses, £75k OTE - Totally uncapped earnings - Branch & Home Based** · Our Client one of the most popular and well known blue chip firms in t ...
-
Financial Planner
4 weeks ago
Heat Recruitment Ltd Nottingham, United Kingdom Part time, Full timeSenior Financial Planner · Location: · Nottingham, UK · Job Conditions: Full-time, Permanent · Benefits Include: · * Group benefits: pension, death in service, income protection, and private medical insurance. · * Discretionary bonus. · * City centre location with car parking pro ...
-
Financial Planner
1 week ago
Idex Nottingham, United KingdomFinancial Planner opportunity with an award-winning top tier integrated Wealth Management practice. · As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and su ...
-
Financial Planner
3 weeks ago
CleverHR Nottingham, United KingdomProvide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing cl ...
-
Financial Planner
3 weeks ago
Zoop Recruitment Grantham, United KingdomZoop are delighted to be working with a well established independent financial advisory business that has achieved chartered status. · Operating from its head office in Grantham, our client is proud to have now spent 25 years serving clients across the region, meeting with client ...
-
Trainee Financial Planner
4 weeks ago
Switch Recruitment Leicester, United KingdomOur client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent Paraplanner who is seeking the opportunity to become a Financial Planner to join thei ...
-
Assistant Financial Planner
1 week ago
Mazars Nottingham, United Kingdom**Assistant Financial Planner - Private Client** · At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, ...
-
Senior Financial Planner
1 month ago
Idex Nottingham, United KingdomMy client is seeking an experienced Senior Financial Planner to join their growing team. · You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. · This will be met through regular review meeti ...
-
Independent Financial Advisor/planner
1 week ago
Jones & Co Independent Financial Advice Chesterfield, United Kingdom**Jones & Co Independent Financial Advice** · **Post: Independent Financial Advisor/Lifestyle Financial Planner** · **Salary: Negotiable (OTE £100,000+)** · **Hours: Office Hours 35 hours p/w** · **60 minutes lunch break** · **20 Days (140 hours) holiday entitlement plus Bank Hol ...
-
Chartered Financial Planner
3 days ago
North Oak Recruitment Ltd Nottinghamshire, United Kingdom permanentChartered Financial Planner - full time / fully employed · Nottinghamshire (Our Ref AL1294) · Hybrid · My client is a multi-award-winning IFA and specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and their c ...
-
Financial Planner
4 days ago
Cowens Financial Planning Mansfield, United Kingdom**FINANCIAL PLANNER** · **MANSFIELD, NOTTINGHAMSHIRE** · **Are you a passionate professional who puts people first ?** · **Join us on our journey to facilitate financial freedom** · As Cowens Financial Planning continues to grow we're looking for an experienced financial planner ...
-
Financial Planner Administrator
1 week ago
Finlink Ltd Belper, United KingdomAn exciting opportunity to join a small family run financial advice firm as a full-time Financial Planner Administrator. · This business is directly authorised with the FCA and works in a very collaborative and agile way. The firm is a small team of advisers and administrators wh ...
Financial Planner - Nottingham, United Kingdom - mbf
Description
Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling
The following information aims to provide potential candidates with a better understanding of the requirements for this role.Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus
MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tailored financial solutions for their UHNW client base. They are seeking an experienced Advisor to help them to service existing clients as well as dealing with new leads and enquiries.
About the Role: Our client is currently searching for a Senior Financial Planner, responsible for advising high-net-worth clients. You will be expected to deliver exceptional service, build networks, and contribute to firm growth. The company offer exceptionally high levels of service, usually meeting with clients on a monthly basis to provide ongoing updates as well as assessing new situations/ opportunities as they develop.
As well as servicing existing clients, you'll also be the face of the company when new clients and leads come in. Candidates will ideally have a proven record of winning/ converting new business opportunities, using their experience and knowledge to ensure that the prospect chooses to become a client.
The company believe in tailoring their approach to the needs of the client and therefore candidates must have experience and knowledge of a wide range of products and services.
Requirements:
Benefits:
