Senior Financial Planner

mbf.

Posted 9 hours ago, valid for 3 days

London, Greater London EC2V7NQ, England

£100,000 per annum

Full Time

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Sonic Summary

The Senior Financial Planner position is located in London and offers a salary of up to £100,000, along with a bonus and benefits.
This role involves managing a portion of the client bank from a retiring adviser, with an annual revenue generation of £500,000.
Candidates should have proven experience as a Financial Planner, ideally with Chartered Financial Planner status or close to completing the necessary exams.
Key responsibilities include client management, ensuring a smooth transition of clients, and maximizing revenue opportunities.
This opportunity allows for providing tailored financial advice to a well-established portfolio of clients.

Job Title: Senior Financial Planner

Location: London

Salary: Up to £100,000, plus Bonus & Benefits

An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.

Key Responsibilities:

Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.

Retirement Transition: Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships.

Revenue Generation: Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager.

Requirements:

Proven experience as a Financial Planner with a focus on private clients.
Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered.
Strong understanding of wealth management principles and financial planning strategies.
Excellent interpersonal and communication skills.

Benefits:

Competitive salary up to £100,000 per annum.
Performance based bonus.
Comprehensive benefits package.
Opportunity to work with a prestigious and established Wealth Manager.

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