Senior Financial Planner - mbf. : Job Details

We’re currently seeking a Senior Financial Planner at Director level to join our client, a leading wealth management organisation based in London.

Our client, a trusted name with over 186 years of experience, is on the lookout for an Associate Director to join their London team. Known for their client-centric approach, they help individuals, family trusts, businesses, and charities to achieve financial success through comprehensive, tailored advice. With a reputation for integrity, innovation, and a deep commitment to long-term relationships, this company is at the forefront of financial advice in the UK.

As a Senior Financial Planner working at Director level, you’ll be at the forefront of delivering strategic financial planning and wealth management advice to a diverse clientele across London and the South East. This is an opportunity to make a real impact, providing clients with holistic advice while building a strong, trusted client base.

• Client Relationship Management: Build new relationships and nurture existing ones, providing a high standard of service to ensure satisfaction and loyalty. You’ll be instrumental in growing the client base, creating opportunities for referrals and new business.
• Financial Planning Expertise: Provide technically accurate, up-to-date advice tailored to each client’s financial needs, focusing on areas such as retirement planning, inheritance, and tax efficiency.
• Collaborative Approach: Work closely with in-house Investment Management and Professional Services teams, ensuring a seamless and integrated experience for clients.
• Leadership: Structure and lead professional client meetings, and if you’re experienced in management, you’ll also have the chance to mentor and develop a high-performing team.

• Chartered via the CII, or working towards
• A minimum of 4 years in financial planning, with strong technical expertise and a proven ability to communicate complex strategies effectively.
• A natural relationship builder with a client-centric mindset, driven to provide exceptional service and foster long-term relationships.
• An individual with a passion for growth and business development, ideally with some team management experience.

• Competitive Package: Enjoy a salary of up to £110,000, annual bonus, and a comprehensive benefits package including private medical insurance, life assurance, and pension contributions.
• Flexible Working: Benefit from a hybrid working model, with the flexibility to balance your career with your personal life.
• Investing in You: The company places a high value on diversity, equity, and inclusion, offering a supportive and inclusive environment where every individual can thrive.
• Generous Holiday: A strong holiday package with options to purchase additional leave, supporting your well-being and work-life balance.

If you’re an ambitious financial planner who thrives on delivering top-quality advice and enjoys developing meaningful client relationships, this is the perfect opportunity to join a respected industry leader.