Wealth Planning Specialist

1 week ago

London, Greater London, United Kingdom mbf Full time
Job Title: Asset Planning Officer

We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.

Key Responsibilities:
  • Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies.
  • Develop new client relationships through active marketing efforts and your professional network.
  • Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and alignment with their best interests.
  • Conduct regular client meetings, document agreed actions, and ensure swift implementation.
  • Identify and communicate new planning opportunities beneficial to clients.
  • Serve as a knowledge resource for portfolio managers on financial planning matters.
  • Contribute content for external distribution and internal training.
  • Continuously update your knowledge through professional development and examinations.
Requirements:
  • Experience in advising high-net-worth individuals on wealth planning and tax strategies.
  • In-depth knowledge of pensions and taxation.
  • FCA-approved regulatory qualification at Level 4 or above.
  • Advanced Financial Planning Certificate, Chartered Financial Planner, or equivalent.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
  • Pension Transfer Specialist qualification.
  • Excellent understanding of major wealth planning strategies in the UK marketplace.
  • Knowledge of Intelliflo Office and The Exchange.

We are looking for a highly motivated and experienced professional who can provide exceptional service to our clients. If you have a passion for wealth planning and a strong background in financial services, we encourage you to apply for this exciting opportunity.

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