High Net Worth Financial Advisor

2 weeks ago


London, Greater London, United Kingdom mbf Full time

About MBF:

We are a leading wealth management firm based in London, committed to delivering personalized financial solutions to high net worth individuals. Our company's legacy spans over a century, characterized by a strong track record of professionalism and integrity within the industry.

Job Profile:

We are seeking an accomplished Wealth Planner to join our team. This role is ideal for an individual with 2-3 years of client-facing experience who holds chartered status. As a Wealth Planner, you will have the opportunity to collaborate closely with our Head of Wealth and gain valuable experience in the upper echelons of the financial market.

Key Accountabilities:

  • Develop and execute customized financial planning strategies in collaboration with the Head of Wealth.
  • Cultivate and maintain strong relationships with high-net-worth clients, ensuring the achievement of their financial objectives.
  • Conduct thorough financial reviews and analysis, providing expert guidance to clients.

Requirements:

  • 2-3 years of client-facing experience within Financial Planning.
  • Chartered status or working towards it.
  • Exceptional interpersonal and communication skills.
  • Strong analytical capabilities and attention to detail.
  • A genuine passion for the financial industry and a drive for excellence.

Remuneration:

The estimated salary for this position is £90,000 per annum, with a performance-based bonus structure and a comprehensive benefits package. We also offer flexible working arrangements to support work-life balance and exciting prospects for long-term career development within our reputable organization.

This is an excellent opportunity to join our team and embark on a fulfilling journey in the world of financial planning at the highest level of the market.



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