- 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
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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:
