Financial Planner

4 days ago

Kingston upon Thames, Greater London, United Kingdom mbf. Full time
{"title": "Financial Planner", "content": "Role Overview

mbf. is seeking a seasoned Financial Planner to join their esteemed team. In this role, you will have the opportunity to manage an existing book of 100 high net worth, long-established private clients, providing them with comprehensive financial planning and management services.

Key Responsibilities
  • Manage and service an existing portfolio of 100 high net worth, long-established private clients, delivering personalized wealth planning and management services.
  • Conduct thorough client reviews and meetings, offering expert advice on investment portfolios, retirement planning, estate planning, and other wealth management areas.
  • Develop and maintain strong client relationships, acting as a trusted advisor and delivering exceptional service.
  • Collaborate with internal teams to ensure the seamless delivery of services and meet client needs effectively.
  • Stay updated on industry trends, regulatory changes, and best practices in wealth management to provide informed advice to clients.
Requirements
  • Qualified to Chartered Financial Planner level.
  • Proven track record of managing and servicing a portfolio of high net worth clients, with several years of experience in wealth planning and management.
  • Strong knowledge of financial products, investment strategies, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proficiency in IT tools and systems, including Microsoft Office suite.
What We Offer
  • Competitive salary package based on experience and qualifications £75,000 to £100,000
  • Comprehensive benefits package
  • Hybrid working model, offering flexibility between office and remote work.
", "lang_code": "en"}

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