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Junior Financial Planner
2 months ago
Job Summary:
Mbf. is seeking a highly motivated and experienced Wealth Management Professional to join their team. As a Junior Financial Planner, you will be responsible for providing exceptional investment planning services to high net worth clients.
Key Responsibilities:
- Develop and implement comprehensive investment plans for clients with minimum of £1M of investable assets.
- Provide expert advice on investment strategies, risk management, and portfolio optimization.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Collaborate with cross-functional teams to deliver high-quality services and exceed client expectations.
Requirements:
- DipPFS qualification or equivalent experience.
- Strong knowledge of investment products, risk management, and financial planning principles.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
What We Offer:
Mbf. offers a competitive salary starting at £46k (flexible) and a high bonus earning potential. You will also have access to a comprehensive benefits package and opportunities for career growth and development.
