Financial Planner

5 days ago

Leatherhead, Surrey, United Kingdom mbf. Full time

Job Summary:

We are seeking a highly motivated and experienced Financial Planner to join our team at mbf. as a Financial Planner - Wealth Management Specialist. As a key member of our Financial Advisory practice, you will be responsible for providing exceptional client service and building a high-quality client book.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance to ensure their financial well-being.
  • Stay up-to-date with industry trends and regulations, ensuring that clients receive the best possible advice and guidance.
  • Collaborate with other members of the team to share knowledge and best practices, driving business growth and success.
  • Identify opportunities to expand the client base and increase revenue, through targeted marketing and business development initiatives.

Requirements:

  • Strong financial planning qualifications and industry certifications (DipPFS or equivalent).
  • Proven experience in financial planning, with a track record of delivering exceptional client service.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Self-motivated and driven to achieve targets, with a strong work ethic and attention to detail.
  • Knowledge of financial products and investment strategies, with the ability to provide expert advice and guidance.

What We Offer:

  • A highly competitive base salary and uncapped bonus potential.
  • Ongoing training and professional development, to ensure you stay up-to-date with industry trends and regulations.
  • A supportive and collaborative work environment, with a strong focus on teamwork and business growth.
  • Opportunities for career growth and advancement, within a dynamic and rapidly expanding financial services company.
  • A highly flexible working arrangement, to accommodate your needs and enhance work-life balance.

Location:

This opportunity is based in the UK, where you'll find great potential for building and expanding your client base.

Work Schedule:

We offer highly flexible working arrangements to accommodate your needs and enhance work-life balance.

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