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Financial Planning Specialist

2 months ago


St Albans, Hertfordshire, United Kingdom mbf. Full time
Financial Planning Opportunity

We 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 a strong focus on delivering exceptional client service, we have earned a reputation for excellence in delivering tailored financial solutions that transform our clients' lives.

As a Financial Planning Specialist, you will have the opportunity to build and grow your own high-quality and lucrative client book over time, with the support of a comprehensive training program and ongoing professional development.

  • We provide extensive lead generation opportunities, including business development initiatives and networking events, to help you establish a strong client base.
  • You will work with a diverse portfolio of clients and have the opportunity to make a real impact on their financial lives.
What We Offer
  • Growth Opportunities: Our recent growth offers immense opportunities for career progression and personal development.
  • Collaborative Team: Join a dynamic and passionate team of professionals committed to providing exceptional service to our clients.
  • Competitive Rewards: In addition to a competitive salary, we offer a highly lucrative bonus scheme to reward your hard work and dedication.
  • Flexible Working Arrangements: We understand the importance of work-life balance and offer flexible working arrangements to support your professional and personal commitments.
  • Comprehensive Benefits: Our comprehensive benefits package includes pension contributions, private healthcare, and more, ensuring your overall well-being.

This is a unique opportunity to be part of a company that has experienced significant growth over the past decade, with a strong focus on delivering exceptional client service and building long-term relationships.