Wealth Management Coordinator

1 day ago


Fareham, Hampshire, United Kingdom mbf Full time
Supporting Our Financial Planners

At mbf, we are seeking a highly skilled Wealth Management Coordinator to support our financial planners by delivering high-quality reports and recommendations. This is an exciting opportunity to join a growing company and contribute to delivering exceptional client outcomes.

Key Responsibilities:
  • Preparing detailed suitability reports for clients, ensuring accuracy and attention to detail.
  • Conducting in-depth research and analysis to support advice strategies, staying up-to-date with industry developments.
  • Collaborating with financial planners and support staff to ensure seamless service delivery.
What's in It for You?

We offer a competitive salary of £60,000 base salary, as well as discretionary bonus opportunities and a robust benefits package including pension, PMI, and full exam support to attain Chartered status.



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