Financial Planner - Service Only - mbf. : Job Details

A forward-thinking financial planning firm is dedicated to creating a highly flexible and relaxed working environment. They focus on providing exceptional service to their clients while ensuring a unique and positive experience for all employees. Their office is located on Lombard Street in the City, with a strong emphasis on work-life balance.

Role Overview

The firm is seeking a passionate and service-focused Financial Planner to join their team. This role is purely service-oriented with no sales targets, allowing the successful candidate to concentrate fully on client care and relationship building. The Financial Planner will support the director in servicing an extensive client base and helping them achieve their financial goals.

Key Responsibilities:

• Manage and service a book of clients, ensuring they receive top-quality financial advice and support.
• Build and maintain strong relationships with clients, helping them stay on track to meet their financial objectives.
• Work closely with a friendly back-office team to provide seamless client service.
• Maintain high standards of compliance and client care.
• Conduct regular reviews and updates of client financial plans.
• Prepare detailed financial plans and reports for clients.
• Stay updated with financial regulations and market trends to provide current and accurate advice.
• Identify and address clients’ financial planning needs, including retirement, investment, and estate planning.

Why Join the Team:

• Flexibility: Office presence is required only one day per week, with bespoke hours available for those with family commitments. Can work around school runs an school holidays
• Work-Life Balance: The company prioritizes carving out time for home as well as work.
• Supportive Environment: A safe, supportive, and motivating workplace where employees can thrive.
• Compensation and Benefits:
• Salary: £58,000
• Pension: 8% employer contribution
• Private Medical Insurance (PMI) after one year of service
• Discretionary bonus of up to 10%

Ideal Candidate:

• Motivated and Kind: Driven, kind, and eager to contribute positively to the practice.
• Client-Centric: Dedicated to providing the best possible service and care to clients.
• Team Player: Enjoys working collaboratively with a friendly team to achieve common goals.

Join a workplace that values flexibility, balance, and exceptional client service as a Champion Adviser. The firm looks forward to welcoming a new team member who will help clients achieve their financial goals in a supportive and flexible environment.