Chartered Financial Planning Specialist

6 days ago


StokeonTrent, Stoke-on-Trent, United Kingdom mbf Full time

Job Opportunity: Experienced Financial Planner Wanted

About the Role:

We are seeking a skilled Financial Planner to join our team at mbf, a well-established firm of Chartered Financial Planners. The ideal candidate will have a proven track record of success in generating ongoing and new business, with a strong ability to build relationships with high net worth clients.

Key Responsibilities:

  • Manage a substantial client bank with significant assets under management, facilitating both ongoing and new business opportunities.
  • Develop and implement effective strategies to grow the client base and increase revenue.
  • Collaborate with the team to ensure a smooth transition and onboarding process for new clients.
  • Participate in business development initiatives to drive growth and expansion.

Requirements:

  • A minimum of 8 years' experience in a Financial Planner role, with a proven track record of success in generating ongoing and new business.
  • Demonstrated ability to quickly build strong relationships with high net worth clients.
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Knowledge of financial planning principles and practices, with a focus on wealth management and client relationships.

What We Offer:

  • Competitive compensation package, including a basic salary and uncapped bonus structure.
  • Opportunity to work with a substantial client bank and grow the business.
  • Collaborative and supportive team environment.
  • Professional development opportunities to enhance skills and knowledge.


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