Chartered Financial Planning Specialist
6 days ago
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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