Experienced Financial Planner

2 weeks ago

Exeter, Devon, United Kingdom mbf Full time

Job Opportunity with a Respected Financial Services Firm

mbf is partnering with a well-established, independent financial planning organization to find a skilled Financial Adviser. Our client is a reputable business with a strong presence in the financial services industry, providing comprehensive financial solutions to clients across the Devon and Somerset regions.

They are seeking to recruit a Financial Adviser to join their team to take over a substantial book of clients. The Managing Director has an extensive client portfolio, and they are looking to hand off a large amount of these clients so they can focus on growing the business - the client bank you will be inheriting will be in the region of £30M AUM. The main focus of this role will be to provide an exceptional level of service, ensuring a high level of client retention, although you will also be expected to organically develop new business from these existing clients and from the clients' professional introducers.

Key Responsibilities:

  • Provide holistic financial advice tailored to the unique needs and goals of each client.
  • Build and maintain strong relationships with clients, earning their trust and confidence.
  • Collaborate closely with in-house accountants to leverage their expertise and provide integrated solutions to clients.
  • Stay updated on industry trends, regulations, and best practices to ensure the highest level of service and compliance.

Requirements:

  • Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.
  • Demonstrated track record of success in building and managing client relationships.
  • Strong knowledge of financial products, investment strategies, and retirement planning.
  • Excellent communication, interpersonal, and problem-solving skills.

What's on Offer:

  • A dynamic and supportive work environment with opportunities for professional growth and development.
  • Basic salary circa £50,000 (although this can be flexible for the right individual) + performance-based bonuses.
  • Access to a large client book and regular leads to support your business development efforts.

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