Financial Planning Specialist

7 days ago


St Albans, Hertfordshire, United Kingdom mbf. Full time

We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.

As a Financial Planner at mbf., you will have the opportunity to work with a diverse portfolio of clients and make a real impact on their financial lives. You will be part of a dynamic and passionate team of professionals committed to providing exceptional service to our clients.

Key Responsibilities:

  • Develop and implement tailored financial solutions for clients to achieve their financial goals.
  • Build and grow your own high-quality and lucrative client book over time.
  • Work with a diverse portfolio of clients and make a real impact on their financial lives.
  • Collaborate with a dynamic and passionate team of professionals committed to providing exceptional service to our clients.
  • Participate in lead generation opportunities, including networking events and seminars.

What We Offer:

  • A competitive salary and a highly lucrative bonus scheme to reward your hard work and dedication.
  • A comprehensive benefits package, including pension contributions and private healthcare.
  • Flexible working arrangements to support your professional and personal commitments.
  • The opportunity to work with a leading financial planning firm in the UK and be part of a company that has experienced significant growth in recent years.

This is a unique opportunity for a Financial Planner with 2+ years client-facing experience to join a thriving team and build a successful client portfolio. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply.



  • St Albans, Hertfordshire, United Kingdom mbf. Full time

    Financial Planning OpportunityWe are seeking an experienced Financial Planning Specialist to join our dynamic and rapidly growing team at a leading financial services firm.Our company, mbf, is a prominent name in the UK wealth management sector, dedicated to helping clients achieve their financial goals through a holistic approach to financial planning.With...


  • St Albans, Hertfordshire, United Kingdom mbf. Full time

    We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our company is dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.As a Financial Planner at mbf., you will have the opportunity to work with a diverse...


  • St Albans, Hertfordshire, United Kingdom mbf. Full time

    We are seeking a highly motivated and experienced Financial Planner to join our dynamic team at mbf., a leading financial planning firm in the UK. Our company is dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.As a Financial Planner at mbf., you will have the opportunity to work with a diverse...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Financial Planning AssociateClick and Connect Online Limited is a pioneering independent financial advisory firm dedicated to ensuring the financial security of its clients. With a unique approach and vibrant energy, we distinguish ourselves in the competitive offshore advisory sector. We are currently seeking skilled financial advisory professionals eager...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Financial Planning AssociateClick and Connect Online Limited is a pioneering independent financial advisory firm dedicated to ensuring the financial security of its clients. With a unique approach and vibrant energy, we distinguish ourselves in the competitive offshore advisory landscape. We are currently seeking financial advisory professionals eager to...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job DescriptionWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service and achieving business growth.Key Responsibilities:Planner Support: Collaborate with Financial Planners to...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job DescriptionWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service and achieving business growth.Key Responsibilities:Planner Support: Collaborate with Financial Planners to...


  • St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

    Job Summary:We are seeking an experienced Paraplanning Professional to join our team at Finlink Ltd. As a key member of our financial planning team, you will provide high-quality paraplanning support to our advisors, helping them to deliver exceptional client service.About the Role:This is an exciting opportunity for a skilled Paraplanner to join our...


  • St Albans, Hertfordshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking a highly skilled Accounts Semi Senior to join our team at Hays Specialist Recruitment Limited. As a key member of our financial services team, you will be responsible for providing a wide range of services to clients, including financial statement preparation, bookkeeping, and the production of management accounts and financial...


  • St Albans, Hertfordshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking a highly skilled Accounts Semi Senior to join our team at Hays Specialist Recruitment Limited. As a key member of our financial services team, you will be responsible for providing a wide range of services to clients, including financial statement preparation, bookkeeping, and the production of management accounts and financial...


  • St Albans, Hertfordshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking a highly skilled Financial Services Accountant to join our team at Hays Specialist Recruitment Limited. As an Accounts Semi Senior, you will play a key role in providing a wide range of services to clients, including financial statement preparation, bookkeeping, and the production of management accounts and financial...


  • St Albans, Hertfordshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary:We are seeking a highly skilled Financial Services Accountant to join our team at Hays Specialist Recruitment Limited. As an Accounts Semi Senior, you will play a key role in providing a wide range of services to clients, including financial statement preparation, bookkeeping, and the production of management accounts and financial...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice based in the UK who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice based in the UK who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    About Our CompanyClick and Connect Online Limited is a leading financial advisory consultancy dedicated to securing our clients' financial futures. Founded by experienced financial professionals, we offer a fresh and dynamic approach that sets us apart in the industry.Why Choose UsWe are committed to providing the key competencies for success in a Wealth...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    About Our CompanyClick and Connect Online Limited is a leading financial advisory consultancy dedicated to securing our clients' financial futures. Founded by experienced financial professionals, we offer a fresh and dynamic approach that sets us apart in the industry.Why Choose UsWe are committed to providing the key competencies for success in a Wealth...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a Junior Paraplanner to become an integral part of our Financial Planning team. This role is designed for individuals who are eager to support Financial Planners in delivering exceptional service to clients.Role Overview:We are looking for a driven professional with a background in the financial services sector.Your...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Junior Financial Planning Assistant to help support the Financial Planners.The Financial Planning Assistant will be shared by four consultants and work alongside the admin team.Job SummaryWe are seeking a highly motivated and enthusiastic individual with...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Junior Financial Planning Assistant to help support the Financial Planners.The Financial Planning Assistant will be shared by four consultants and work alongside the admin team.Job SummaryWe are seeking a highly motivated and enthusiastic individual with...


  • St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time

    About the RoleHoxton Wealth is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth execution of trades and management of client accounts.Key ResponsibilitiesExecute trades accurately and efficiently on behalf of clients, ensuring timely and...