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Wealth Planning Specialist

2 months ago

London, Greater London, United Kingdom mbf Full time

Job Title: Planning Officer

Job Summary:

We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management division, you will be responsible for providing expert advice to high-net-worth individuals on wealth planning and tax strategies.

Key Responsibilities:

  • Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies.
  • Develop new client relationships through active marketing efforts and your professional network.
  • Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and alignment with their best interests.
  • Conduct regular client meetings, document agreed actions, and ensure swift implementation.
  • Identify and communicate new planning opportunities beneficial to clients.
  • Serve as a knowledge resource for portfolio managers on financial planning matters.
  • Contribute content for external distribution and internal training.
  • Continuously update your knowledge through professional development and examinations.

Requirements:

  • Experience in advising high-net-worth individuals on wealth planning and tax strategies.
  • In-depth knowledge of pensions and taxation.
  • FCA-approved regulatory qualification at Level 4 or above.
  • Advanced Financial Planning Certificate, Chartered Financial Planner, or equivalent.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.

Preferred Qualifications:

  • Pension Transfer Specialist qualification.
  • Excellent understanding of major wealth planning strategies in the UK marketplace.
  • Knowledge of Intelliflo Office and The Exchange.