Wealth Management Advisor

7 days ago

Glasgow, Glasgow City, United Kingdom mbf Full time
Job Overview

**Financial Planner Role at MBF**

We are seeking an experienced Financial Planner to join our team at MBF, a leading wealth and investment management organization. As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of high net worth clients.

Key Responsibilities:

  • Manage and develop relationships with a portfolio of clients, providing continuous support and advice to meet their financial goals and objectives.
  • Engage in business development to attract new clients, leveraging internal and external networks to expand our client base.
  • Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas, to ensure clients' financial well-being.
  • Provide guidance to paraplanning and administration teams, ensuring high standards and timely task completion to maintain client satisfaction.
  • Stay up-to-date with regulatory requirements and company policies to maintain compliance and ensure the highest level of service to our clients.

Requirements:

  • A minimum Level 4 qualification, ideally progressing towards the CII Level 6 Advanced Diploma or equivalent, in financial planning or a related field.
  • Maintenance of SPS in line with professional body requirements to ensure ongoing professional development.
  • Prior experience as a Financial Planner, whether newly qualified or more experienced, with a strong understanding of financial planning, client advice, and complex advisory areas.
  • Deep knowledge of financial markets, risk management techniques, and regulatory frameworks to provide expert advice to clients.

What We Offer:

  • A competitive basic salary, depending on experience and qualifications, with a range of £50,000 to £70,000.
  • An excellent benefits package, including pension, DIS, income protection, PMI, and many others, to support your financial well-being.
  • A discretionary annual bonus based on personal and company performance to recognize your contributions to our success.
  • Plenty of opportunities to develop your career within a genuine market leader, with full support towards qualifications and professional development.

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