{"id":2747,"date":"2023-12-21T06:32:03","date_gmt":"2023-12-21T06:32:03","guid":{"rendered":"https:\/\/coinsrev.com\/info\/chartered-financial-planner\/"},"modified":"2023-12-21T06:32:03","modified_gmt":"2023-12-21T06:32:03","slug":"chartered-financial-planner","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/chartered-financial-planner\/","title":{"rendered":"Chartered Financial Planner"},"content":{"rendered":"<p><b>Employer:<\/b> mbf.<br \/>\n<b>Salary:<\/b> \u00a375,000 &#8211; \u00a390,000 per annum<br \/>\n<b>Date Added:<\/b> 21\/12\/2023<\/p>\n<p>Job Title: Senior Financial Planner<\/p>\n<p>Location: London<\/p>\n<p>Salary: Up to &#163;90,000, plus Bonus &amp; Benefits<\/p>\n<p>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 &#8211; the total client bank  currently generates circa &#163;1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of &#163;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.<\/p>\n<p>Key Responsibilities:<\/p>\n<p>Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.<\/p>\n<p>Retirement Transition: Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships.<\/p>\n<p>Revenue Generation: Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager.<\/p>\n<p>Requirements:<\/p>\n<ul>\n<li>Proven experience as a Financial Planner with a focus on private clients.<\/li>\n<li>Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered.<\/li>\n<li>Strong understanding of wealth management principles and financial planning strategies.<\/li>\n<li>Excellent interpersonal and communication skills.<\/li>\n<\/ul>\n<p>Benefits:<\/p>\n<ul>\n<li>Competitive salary up to &#163;90,000 per annum.<\/li>\n<li>Performance based bonus.<\/li>\n<li>Comprehensive benefits package.<\/li>\n<li>Opportunity to work with a prestigious and established Wealth Manager.<\/li>\n<\/ul>\n<p><b>Application Deadline:<\/b> 01\/02\/2024<br \/>\n<b>Contract Type:<\/b> Permanent<br \/>\n<b>Submitted Applications:<\/b> 0<\/p>\n<p><a class='btn btn-block btn-primary theme-btn-primary' style='text-align: center; text-decoration: none; margin: auto 0;width: 100%;' href='https:\/\/www.reed.co.uk\/jobs\/chartered-financial-planner\/51832862' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: mbf. Salary: \u00a375,000 &#8211; \u00a390,000 per annum Date Added: 21\/12\/2023 Job Title: Senior Financial Planner Location: London Salary: Up to &#163;90,000, plus Bonus &amp;<\/p>\n","protected":false},"author":1,"featured_media":597,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/coinsrev.com\/info\/wp-content\/uploads\/2023\/09\/pexels-ruslan-burlaka-140945.jpg","_links":{"self":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/2747"}],"collection":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/comments?post=2747"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/2747\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media\/597"}],"wp:attachment":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media?parent=2747"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=2747"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=2747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}