High Net Worth Financial Advisor
2 weeks ago
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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