Senior Financial Planner
other jobs mbf.
Added before 7 Days
- England,London,City of London
- full-time
- £70,000 - £100,000 per annum
Job Description:
Job Title: Senior Financial Planner
Location: London
Salary: Up to £100,000, 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 £100,000 per annum.
*Performance based bonus.
*Comprehensive benefits package.
*Opportunity to work with a prestigious and established Wealth Manager.
Location: London
Salary: Up to £100,000, 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 £100,000 per annum.
*Performance based bonus.
*Comprehensive benefits package.
*Opportunity to work with a prestigious and established Wealth Manager.
Job number 1746860
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...