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Financial Planner
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Financial Planner
City of London (Hybrid) | £65,000 – £80,000 plus bonus and benefits
We are working with an independent, long-established London wealth manager to recruit a Financial Planner to join their team.
Our client is an independently owned firm that has been advising private clients for several decades. Ownership sits with the family shareholders and the staff, which gives the business a long-term outlook and a culture noticeably different from the consolidator-owned end of the market. It is a boutique operation by headcount, with the average client portfolio in the region of £450,000.
What makes this one worth a look is that they are a genuinely integrated wealth manager. A team of Discretionary Fund Managers works side by side with a team of Financial Planners, so planning and investment management are delivered as one joined-up service rather than sitting in separate silos or being outsourced elsewhere. Your focus is purely on the planning and advice side.
The Role
You will be servicing an existing client bank alongside the Discretionary Investment Managers. Day to day, that means:
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- Providing financial planning and advice to an established bank of private clients
- Suitability work, and analysis of clients' risk tolerance and capacity for loss
- Cashflow forecasting and the planning that sits around it
- Pensions and inheritance tax planning, where strong technical knowledge is essential
- Working closely with the Discretionary Investment Managers so planning and investment are delivered as a single service
- New business development where the opportunity arises, through referrals or an existing professional network. This is encouraged but not targeted
No existing client book is required. If you have one that can move with you, that is a bonus rather than an expectation.
Who This Will Suit
- Level 4 Diploma in Regulated Financial Planning, or equivalent (essential)
- Chartered status is not essential, but candidates ideally working towards it — the firm pays for study material and exams and provides study days
- Strong technical knowledge of pensions and inheritance tax (essential)
- Experience of suitability, risk profiling, capacity for loss analysis and cashflow forecasting
- Comfortable working alongside investment managers as part of an integrated proposition
- A team player with a client-first mindset, who is also mindful of the needs of the business
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The Package
- Salary in the region of £65,000 for a more junior planner, rising to £80,000 for someone chartered or close to it, with scope to go further for the right person
- Discretionary annual bonus, based on company profitability and personal contribution
- 10% employer pension contribution
- Private medical insurance
- Death in service cover
- 24 days' holiday on joining, rising to 30 days
- Hybrid working — three days in the office, two from home
- Full support towards Chartered status, including study material, exam fees and study days
To find out more or apply in confidence, contact Ben Holmes at mbf on 0208 164 4179.
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