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Financial Consultant

2 months ago

Leeds, Leeds, United Kingdom mbf. Full time
Job Description

Job Title: Financial Consultant

Job Type: Full-time

Location: Hybrid (Leeds, London, Manchester, Glasgow, Edinburgh)

Job Description:

We are seeking a highly motivated and experienced Financial Consultant to join our dynamic team at mbf. as a Financial Consultant, you will be responsible for providing high-quality financial advice to clients, managing a portfolio of clients, and conducting client meetings remotely via Teams.

Key Responsibilities:

  • Provide financial advice to clients and manage their portfolios.
  • Work primarily from home with a flexible hybrid model requiring office attendance twice a week.
  • Conduct client meetings remotely via Teams.
  • Manage a portfolio of clients and provide financial planning advice.

Qualifications and Experience:

  • Level 4 Diploma (LIBF, CISI, or CII).
  • SPS not required initially but must be signed off once joined.
  • Experience in giving financial advice and some paraplanning experience would be ideal.
  • Ability to work independently without paraplanning support, although dedicated administrative support is provided.

Benefits:

  • Competitive salary ranging from £45,000 to £60,000, depending on skills and experience.
  • Discretionary bonus.
  • Attractive benefits package including 40 days holiday, 13% Pension, PHI, DIS, Income Protection etc.

About mbf:

  • mbf is a leading global investment company known for its expertise in investment management, financial planning, and research.
  • We are a dynamic team that values innovation and client satisfaction.
  • We offer a unique opportunity for growth, flexibility, and the chance to work with a diverse client base.