Financial Advisor - CV Elite Ltd : Job Details

The Role: I am recruiting a Financial Advisor on behalf of MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). The successful candidate is likely to be a relatively recently qualified Financial Advisor (Financial Planner, Financial Adviser, IFA), who is looking for an employed role where they will be provided with an established portfolio of highly varied and frequently complex clients, delivering fully holistic, independent financial advice, whilst working alongside and learning from expert Chartered Financial Planners.

The Person: The successful Financial Advisor (Financial Planner, Financial Adviser, IFA) will be a warm relationship builder who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will receive the support and funding to enable you to progress professionally, working towards becoming Chartered (if you are not already). The successful Financial Advisor will be aspirational and keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: Basic salary up to £80,000 (dependant on experience) + bonus + generous pension + continued professional development + 25 days holiday + bank holidays + private health care + flexible working etc.

The Company: MLP Wealth Management are a well-established, family-run Chartered Financial Planning firm with over 40 years of experience in the industry. Two brothers officially took over the business last year, bringing with them ambitious goals and a vision to take the company to new heights. The have created a collaborative, close knit team culture, and provide a great place to work, where continuous improvement and career progression is prioritised and where feedback and input in the future direction of the business is encouraged. The office is located in a beautifully restored former Bank and they’ve crafted an environment that delivers an exceptional client experience —from the stunning décor, a cozy waiting area with music to fine coffee served in china cups - making every client feel special from the moment they walk through the doors. They are also passionate about contributing to the wellbeing of their local community. With a steady stream of walk-in inquiries—often involving clients with substantial financial needs—they are excited to continue growing their team to meet the demands of their expanding business.

Financial Advisor (Financial Planner, Financial Adviser, IFA), Responsibilities:

• Service and develop strong relationships with an established portfolio of clients.
• Conduct client meetings, providing a highly personalised, holistic financial planning service.
  • Life planning and goal setting
  • Cashflow forecasting.
  • Investment and portfolio construction.
  • Pension and retirement planning.
  • Inheritance tax and estate planning
  • Contingency planning
  • Capital protection.
  • Ongoing investment and portfolio reviews.
• Work with Paraplanning support team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.
• Ensure all regulatory and compliance standards are met.
• Contribute to the ongoing growth and development of best practice within the business.

Financial Planner (Financial Planner, Financial Adviser, IFA), Skills and Experience:

• Experience of working as a Financial Advisor (Financial Planner, Financial Adviser, IFA) - we are happy to consider a newly qualified advisor, keen to work with established portfolio of clients and progress their career.
• Experience of all areas of financial planning - cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
• Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (support with this will be provided).
• A keen listener, a strong relationship builder and collaborative team player with a caring, customer centric approach.
• Quality focused, analytical with excellent attention to detail.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Advisor (Financial Planner, Financial Adviser, IFA) directly on behalf of MLP Wealth Management so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.