Financial Planner
other jobs mbf.
Added before 15 Days
  • England,South East,Surrey
  • full-time
  • £65,000 - £120,000 per annum, OTE
Job Description:
In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.
Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East. This well-established and rapidly growing firm is seeking individuals with a vision for building and managing their own high-quality client book.
Role Description:
As a Financial Planner in this role, you will enjoy the support, guidance, and resources provided by a prominent name in the wealth advice sector. You’ll have the opportunity to provide first client service while developing and growing your own book of clients over a period of time with earnings increasing year on year, you will be in control of your own business/income.
Key Responsibilities:
* Offer personalized financial advice and wealth management services to clients.
* Build and manage a high-quality client book.
* Make use of training, leads, and client resources provided by the company.
* Maintain the highest standards of professionalism and integrity.
* Stay current with industry trends and regulations.
* Must be driven, hardworking and happy to network, proven training methods that have been a success for over 10 years will be provided but self-motivation and attitude are key.
On Offer:
* Highly competitive base salary.
* Uncapped bonus potential.
* Genuine opportunity to earn a six-figure salary where you are in control of your earnings, not relying on a discretionary bonus.
* Ongoing training and professional development.
* A supportive and collaborative work environment.
* Opportunities for career growth and advancement.
* Staring salary £55-£70k, full OTE earning details on request. OTE to increase year on year.
Qualifications:
* A strong commitment to providing exceptional client service.
* Financial planning qualifications and industry certifications (DipPFS or equivalent).
* Proven experience in financial planning.
* Excellent communication and interpersonal skills.
* Self-motivated and driven to achieve targets.
* Knowledge of financial products and investment strategies.
Location:
This opportunity is based in London and the South East, where you’ll find great potential for building and expanding your client base.
Work Schedule:
We offer highly flexible working arrangements to accommodate your needs and enhance work-life balance.
If you’re a dedicated and ambitious Financial Planner looking to take control of your financial future while delivering exceptional client service, please apply for this role. Be part of this clients on-going success story and apply for this exciting opportunity today.
Job number 1595854
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...
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