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Financial Planning Expert

2 months ago

Kingston upon Thames, Greater London, United Kingdom mbf. Full time
{"Job Title": "Financial Planner", "Job Description": "Unlock Your Financial Potential

At mbf., we're seeking a seasoned Financial Planner to join our esteemed team. As a trusted advisor, you'll have the opportunity to manage an existing portfolio of 100 high net worth clients, delivering personalized wealth planning and management services.

Key Responsibilities:
  • Manage and service a portfolio of high net worth clients, providing expert advice on investment portfolios, retirement planning, estate planning, and other wealth management areas.
  • Conduct thorough client reviews and meetings, offering informed guidance on financial strategies and solutions.
  • Develop and maintain strong client relationships, acting as a trusted advisor and delivering exceptional service.
  • Collaborate with internal teams to ensure 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.

If you're a seasoned Financial Planner with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this exciting opportunity.

", "lang_code": "en-US"}