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Wealth Strategist

2 months ago

London, Greater London, United Kingdom mbf Full time
Unlock Your Potential as a Wealth Planner

At mbf, we're seeking a skilled Wealth Planner to join our team and help high-net-worth individuals achieve their financial goals. As a key member of our Wealth Planning team, you'll provide comprehensive financial advisory services, including regulated advice on pensions, tax, and general financial guidance.

Key Responsibilities:

  • Develop and implement tailored wealth planning strategies for UHNW clients.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Provide expert advice on complex financial matters, ensuring alignment with clients' best interests.
  • Collaborate with portfolio managers to deliver exceptional client outcomes.
  • Stay up-to-date with industry developments and best practices through ongoing professional development.

Requirements:

  • Proven experience in advising high-net-worth individuals on wealth planning and tax strategies.
  • Advanced knowledge of pensions and taxation.
  • FCA-approved regulatory qualification at Level 4 or above.
  • Strong analytical and numeracy skills, with the ability to present complex information clearly.
  • Excellent communication and interpersonal skills, with a professional and organized approach.

About Us:

mbf is a global leader in investment management, dedicated to empowering clients for a prosperous future. We're committed to delivering exceptional client outcomes and fostering a dynamic, collaborative work environment.