Average Financial Planner salary in City of London

MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-being. About the Company: Our client is a renowned Fintech firm known for its innovative approach to financial planning and unwavering commitment to client satisfaction. Boasting a diverse and dynamic team of professionals, they provide unparalleled opportunities for career advancement and skill development. Role Overview: We are seeking a motivated Trainee Financial Planner to join our client's advisory team. This role presents a rare chance to work alongside industry experts, gain invaluable experience, and progress towards achieving DipPFS/Chartered status. As a key player in the team, you will contribute to delivering exceptional financial solutions and services to our esteemed Private Clients. Key Responsibilities: Collaborate with senior advisors to deliver tailored financial advice and solutions to HNW Private Clients.Support in client meetings, conducting financial analysis, and assisting with portfolio management.Work closely with internal teams to ensure seamless service delivery and exceed client expectations.Stay updated on financial planning regulations and industry trends to provide informed advice and recommendations. Requirements: Proven experience within the financial planning/IFA sector is a must.Strong academic background with a good degree in Finance, Economics, or a related discipline.Progress towards DipPFS/Chartered status is highly preferred.Exceptional communication and interpersonal skills.Ability to thrive in a fast-paced, collaborative environment. Benefits: Competitive salary package (£40,000 - £60,000) plus benefitsClear career progression pathway towards an Advisory role.Comprehensive training and development opportunities.Flexible working arrangements, including hybrid work options.Access to cutting-edge technology and resources. This is a fantastic opportunity to further develop your career in financial planning with a progressive and forward-thinking organisation offering clear development opportunities.

Are you a natural hunter and business development specialist with the desire to maximise your earnings whilst delivering the best outcomes for your clients? If the answer is yes, we would like to hear from you. In order to achieve their aims and to continue their development, our client is looking to attract accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage and develop your portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. Enquiries and applications are invited from skilled and experienced Financial Planners who have a proven track record in building and developing a portfolio of HNW clients. You will have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships. This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. You will be able to develop your existing portfolio and benefit from a proven business model and increase your performance and income. So if you are a successful IFA with a proven record of providing innovative solutions to HNW clients and you are looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support, this role will be of interest. Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

A forward-thinking financial planning firm is dedicated to creating a highly flexible and relaxed working environment. They focus on providing exceptional service to their clients while ensuring a unique and positive experience for all employees. Their office is located on Lombard Street in the City, with a strong emphasis on work-life balance. Role Overview The firm is seeking a passionate and service-focused Financial Planner to join their team. This role is purely service-oriented with no sales targets, allowing the successful candidate to concentrate fully on client care and relationship building. The Financial Planner will support the director in servicing an extensive client base and helping them achieve their financial goals. Key Responsibilities: Manage and service a book of clients, ensuring they receive top-quality financial advice and support.Build and maintain strong relationships with clients, helping them stay on track to meet their financial objectives.Work closely with a friendly back-office team to provide seamless client service.Maintain high standards of compliance and client care.Conduct regular reviews and updates of client financial plans.Prepare detailed financial plans and reports for clients.Stay updated with financial regulations and market trends to provide current and accurate advice.Identify and address clients’ financial planning needs, including retirement, investment, and estate planning. Why Join the Team: Flexibility: Office presence is required only one day per week, with bespoke hours available for those with family commitments. Can work around school runs an school holidaysWork-Life Balance: The company prioritizes carving out time for home as well as work.Supportive Environment: A safe, supportive, and motivating workplace where employees can thrive.Compensation and Benefits:Salary: £58,000Pension: 8% employer contributionPrivate Medical Insurance (PMI) after one year of serviceDiscretionary bonus of up to 10% Ideal Candidate: Motivated and Kind: Driven, kind, and eager to contribute positively to the practice.Client-Centric: Dedicated to providing the best possible service and care to clients.Team Player: Enjoys working collaboratively with a friendly team to achieve common goals. Join a workplace that values flexibility, balance, and exceptional client service as a Champion Adviser. The firm looks forward to welcoming a new team member who will help clients achieve their financial goals in a supportive and flexible environment.