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Senior Wealth Manager

2 months ago

Glasgow, Glasgow City, United Kingdom mbf. Full time

Job Summary:

We are seeking an experienced Financial Planning Specialist to join our team at mbf. as a Senior Wealth Manager. As a key member of our wealth management team, you will be responsible for delivering expert financial planning advice to our high net worth clients.

About the Role:

  • Manage and develop relationships with a portfolio of clients, providing continuous support and advice.
  • Engage in business development to attract new clients, leveraging both internal and external networks.
  • Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas.
  • Provide guidance to paraplanning and administration teams, ensuring high standards and timely task completion.
  • Stay up-to-date with regulatory requirements and company policies to maintain compliance.

Key Responsibilities:

  • Develop and implement tailored financial plans to meet the unique needs of our clients.
  • Conduct thorough financial analyses to identify areas for improvement and provide recommendations for optimization.
  • Collaborate with internal teams to ensure seamless delivery of financial planning services.
  • Stay current with industry trends and regulatory changes to ensure our clients receive the best possible advice.

Requirements:

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

What We Offer:

  • Competitive basic salary, depending on experience and qualifications.
  • Excellent Benefits package including Pension, DIS, Income Protection, PMI and many others.
  • Discretionary annual bonus based on personal and company performance.
  • Plenty of opportunities to develop your career within a genuine market leader.
  • Full support towards qualifications.