Financial Planner
other jobs mbf.
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £65,000 - £85,000 per annum
Job Description:
Full job descriptionWe are working with a leading UK wealth management business to recruit an experienced Financial Adviser for their City of London office.
This is an excellent opportunity to join a well-established, growing organisation with a strong reputation for delivering high-quality, holistic financial planning. The business has invested heavily in its people, technology and support infrastructure, creating an environment where advisers can focus on delivering outstanding client outcomes rather than administration or cold business development.
The Opportunity
The successful individual will inherit an existing portfolio of approximately 70 clients, with further opportunities to grow the client bank through referrals, internal introductions and ongoing relationship development.
You will provide holistic financial planning advice across pensions, investments, protection, tax planning and estate planning, building long-term relationships with clients while delivering tailored solutions aligned to their financial objectives.
Comprehensive paraplanning and administrative support is provided, allowing you to spend more time with clients and less time on paperwork.
What’s on Offer
*£65,000 basic salary plus £10,000 bonus (Level 4 qualified)
*£75,000 basic salary plus £10,000 bonus for Chartered or near Chartered Advisers
*Additional performance-related bonus with excellent overall earning potential
*Existing portfolio of around 70 clients
*Full paraplanning and administrative support
*Hybrid working (typically 3 days in the office and 2 from home)
*Modern City of London offices
*Ongoing professional development and clear long-term career progression
*Comprehensive benefits package
About You
To be considered, you should have:
*Level 4 Diploma in Financial Planning
*Current Competent Adviser Status (CAS)
*A valid Statement of Professional Standing (SPS)
*Strong technical knowledge across pensions, investments, protection and wider financial planning
*Excellent communication and relationship management skills
*A genuine passion for delivering exceptional client outcomes
*Chartered status, or progress towards Chartered, would be advantageous but is not essential.
This is an outstanding opportunity for an ambitious Financial Adviser seeking a professional, client-focused environment where advice quality and long-term relationships are prioritised over aggressive sales targets.
This is an excellent opportunity to join a well-established, growing organisation with a strong reputation for delivering high-quality, holistic financial planning. The business has invested heavily in its people, technology and support infrastructure, creating an environment where advisers can focus on delivering outstanding client outcomes rather than administration or cold business development.
The Opportunity
The successful individual will inherit an existing portfolio of approximately 70 clients, with further opportunities to grow the client bank through referrals, internal introductions and ongoing relationship development.
You will provide holistic financial planning advice across pensions, investments, protection, tax planning and estate planning, building long-term relationships with clients while delivering tailored solutions aligned to their financial objectives.
Comprehensive paraplanning and administrative support is provided, allowing you to spend more time with clients and less time on paperwork.
What’s on Offer
*£65,000 basic salary plus £10,000 bonus (Level 4 qualified)
*£75,000 basic salary plus £10,000 bonus for Chartered or near Chartered Advisers
*Additional performance-related bonus with excellent overall earning potential
*Existing portfolio of around 70 clients
*Full paraplanning and administrative support
*Hybrid working (typically 3 days in the office and 2 from home)
*Modern City of London offices
*Ongoing professional development and clear long-term career progression
*Comprehensive benefits package
About You
To be considered, you should have:
*Level 4 Diploma in Financial Planning
*Current Competent Adviser Status (CAS)
*A valid Statement of Professional Standing (SPS)
*Strong technical knowledge across pensions, investments, protection and wider financial planning
*Excellent communication and relationship management skills
*A genuine passion for delivering exceptional client outcomes
*Chartered status, or progress towards Chartered, would be advantageous but is not essential.
This is an outstanding opportunity for an ambitious Financial Adviser seeking a professional, client-focused environment where advice quality and long-term relationships are prioritised over aggressive sales targets.
Job number 3897390
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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...