mbf
Financial Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Planner - London
To £80,000 basic, plus annual bonus and an exceptional benefits package
London office, hybrid working
The opportunity
We are working with the Private Wealth division of a multinational financial services organisation to recruit a Financial Planner into their London office.
This is a rare opportunity. Rather than building from scratch or inheriting a fragmented book, the successful candidate will take over an active, established client bank from a Financial Planner who is retiring from the business. That book currently produces over £300,000 in recurring revenue, and comes with access to new business opportunities alongside it.
For an adviser who has spent time servicing other people's clients, or who has been asked to bring assets with them elsewhere, this is a genuine step forward — an immediate, income-producing client base within a chartered business with national reach.
About our client
Our client is a chartered firm with a national presence and an excellent reputation, forming part of a substantial international financial services group. Their UK Private Wealth division is well established and growing.
They provide holistic advice across retirement planning, investments, protection and tax planning to private clients throughout the UK, supported by a strong central proposition, dedicated paraplanning and administration teams, and an established London team of experienced Chartered Financial Planners.
The role
Based from the London office with hybrid working, you will:
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Take over and manage an established portfolio of private clients, providing advice tailored to their individual circumstances and objectives
- Manage the transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong relationships throughout the handover
- Provide financial planning advice through comprehensive KYC and needs analysis, identifying solutions within the principles of best advice and suitability
- Work alongside the support team to produce advice reports to business and regulatory standards, and implement the solutions agreed with clients
- Manage workflow with the support teams so that all associated administration meets the firm's record keeping and file quality requirements
- Deliver ongoing services to existing fee-paying clients in line with the service level they have been promised
- Maximise the revenue opportunity within the client bank, contributing to the wider growth of the division
- Deal with advice enquiries generated from within and outside the business, promote the firm's services to external introducers, and work with colleagues across the wider group to identify new opportunities
- Maintain high standards of client care at every stage of the advisory process, complying with the FCA's Statements of Principles and the firm's documented performance standards and compliance plan
- Maintain competence through ongoing review of your own training needs, evidenced by a current Statement of Professional Standing
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What you will need
- Chartered status with the CII, or clear and demonstrable progress towards it
- A current Statement of Professional Standing
- A minimum of three years' relevant industry experience in an advisory capacity
- Comprehensive industry and technical knowledge across retirement, investment, protection and tax planning
- Excellent interpersonal and communication skills, with the ability to build trust quickly — important given you will be inheriting existing client relationships
- The ability to work in a structured, efficient manner and to make effective use of support staff
Package and benefits
- Base salary to £80,000
- Annual discretionary bonus based on performance
- Pension with employer contributions of up to 12%
- Life assurance at six times pensionable salary, with the flexibility to increase cover
- Company-funded private medical cover, with the option to add partner and family cover
- Access to a virtual GP service
- Income protection at 60% of salary, with the option to increase to 75%
- Short-term disability cover of six months at full pay after one year of service
- An annual allowance towards health screening
- 25 days' holiday, with the option to buy or sell up to five days
- Hybrid working from the London office
How to apply
If this opportunity is of interest, please apply with an up to date CV and we will be in touch to discuss it in more detail. All applications are handled in the strictest confidence.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location