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Financial Consultant

2 months ago

Midlothian, United Kingdom mbf. Full time
Job Description

Job Title: Financial Consultant

Job Type: Full-time

Location: Hybrid (Edinburgh)

Job Category: Financial Services

About the Company: mbf is a leading global investment company that provides expert financial planning and investment management services to clients.

Job Summary: We are seeking a highly motivated and experienced Financial Consultant to join our dynamic team. As a Financial Consultant, you will be responsible for providing high-quality financial advice to clients, managing a portfolio of clients, and conducting client meetings remotely via Teams.

Key Responsibilities:

  • Provide Financial Advice: Offer expert financial planning advice to clients, taking into account their individual needs and goals.
  • Client Portfolio Management: Manage a portfolio of clients, providing ongoing financial planning and investment advice.
  • Client Meetings: Conduct client meetings remotely via Teams, ensuring effective communication and relationship-building.
  • Paraplanning Support: Work independently without paraplanning support, although dedicated administrative support is provided.

Requirements:

  • Qualifications: Level 4 Diploma (LIBF, CISI, or CII)
  • Experience: Experience in giving financial advice and some paraplanning experience would be ideal.
  • Skills: Ability to work independently, excellent communication and interpersonal skills, and a strong understanding of financial planning and investment management.

What We Offer:

  • Competitive Salary: £45,000 - £60,000 per annum, depending on skills and experience.
  • Discretionary Bonus: Opportunity to earn a discretionary bonus based on individual performance.
  • Benefits Package: Attractive benefits package including 40 days holiday, 13% Pension, PHI, DIS, Income Protection, etc.

Why Work for mbf?

  • Dynamic Team: Join a dynamic and forward-thinking team that values innovation and client satisfaction.
  • Career Growth: Opportunity to grow and develop your career in a rapidly evolving industry.
  • Flexible Working: Enjoy a flexible working arrangement, with the option to work from home and in the office.