Wealth Planner - mbf. : Job Details

We are working on an outstanding opportunity for a motivated and ambitious Wealth Planner to join a leading firm in the UK wealth planning sector. This role offers the perfect platform for individuals with a proactive attitude to develop their own client book, grow Assets Under Management (AUM) year-on-year, and take control of their earning potential.

This position is ideally suited for Self-Employed Financial Planners looking to transition into an employed role, offering excellent long-term earning potential and highly flexible working arrangements.

The Opportunity

Our client is a well-established and rapidly growing wealth management firm with a strong reputation for excellence. They are looking to expand their team by bringing on talented Wealth Planners who are ready to make a meaningful impact in the lives of their clients while building a lucrative career.

Key features of the role include:

• Comprehensive Support: Access to a range of high-quality leads, clients from retiring advisors, and proven business development tools.
• Tailored Onboarding: A structured 3-6 month training program covering business development, compliance, and service standards, ensuring you hit the ground running.
• Clear Earning Potential: A competitive base salary of £85,000 - £95,000, plus a highly attractive bonus scheme tied to revenue growth. Long-term earning potential is significant, with planners earning into multiple six figures.
• Flexible Working: Highly flexible arrangements, with office days (City or Leatherhead) only required 1-2 days per week, depending on your schedule and client needs.

Candidate Profile

• This role is designed for motivated individuals who are serious about building a successful, long-term career in wealth planning. Ideal candidates will have:
• A proven track record in financial planning or a strong foundation in developing client relationships.
• The ability to proactively grow and manage a book of business.
• A commitment to providing high-quality, compliant financial advice.
• Experience as a Self-Employed Planner or in a similar role, looking to move into an employed environment with structured support.

Why This Role Stands Out

• Unrivaled Support: From comprehensive onboarding to marketing events and networking opportunities, you’ll have everything you need to succeed.
• Exclusive Opportunities: Build relationships through high-profile events and access to a well-established client base.
• Long-Term Rewards: The bonus structure offers significant earning potential, making this an excellent option for those looking to grow their career over time.
• Flexibility: Work in a way that suits your lifestyle while focusing on building your AUM and career.

If you are a driven Wealth Planner ready to transition into a highly rewarding employed role, or a self-employed advisor seeking greater stability and support, we want to hear from you.