Financial Strategist

2 days ago


London, Greater London, United Kingdom mbf Full time
About the Role

We are seeking a highly skilled Financial Strategist to join our team at mbf, a rapidly growing FinTech company dedicated to redefining personal finance. As a key member of our Wealth Planning department, you will be responsible for building strong relationships with our Ultra High Net Worth (UHNW) clients, providing personalized financial advice and guidance.

Key Responsibilities:
  • Develop and implement customized Financial Life Strategies for our clients.
  • Maintain ongoing relationships with clients, responding to queries and conducting meetings as needed.
  • Collaborate with our Investment and Financial Life Solutions team to provide specialized investment advice.
  • Become an expert in our technology and leverage it to drive optimal performance outcomes for clients.
Requirements

To be successful in this role, you will need to have:

  • A Chartered certificate and be regulated by the FCA to give financial advice.
  • Significant experience providing financial advice to sophisticated High Net Worth (HNW) and UHNW clients.
  • A thorough understanding of common tax wrappers held by UK-based HNW and UHNW clients.
  • Demonstrable experience in sophisticated cash-flow planning and financial modelling.
The Ideal Candidate

We are looking for a Wealth Management Specialist who is warm and engaging, with the ability to build strong relationships. You should be solutions-led, methodical and detail-oriented, with confidence in handling demanding clients. A high level academic background is also essential.

Estimated salary: £80,000 - £120,000 per annum.



  • London, Greater London, United Kingdom Bruin Financial Full time

    Located in the heart of London, Bruin Financial is a well-established Lloyd's and London Insurance Company seeking an experienced Senior Financial Strategist to join their busy Head Office. With employee wellbeing at the forefront of everything they do, this employer of choice offers a strong inclusive culture in their working environment.Job Overview:The...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    About UsAt Financial Staffing Solutions, we are seeking a skilled Senior Financial Strategist to join our team. This is an excellent opportunity for a talented professional to take on a leadership role and contribute to the growth and success of our organization.Job DescriptionWe are looking for a highly motivated and experienced Financial Operations Manager...


  • London, Greater London, United Kingdom Financial Times Full time

    In this challenging and rewarding role as a Senior Strategist at FT Longitude, you'll devise and lead innovative campaign strategies for multinational clients across diverse sectors. Reporting to the Director of Strategy, you'll collaborate closely with a dynamic team of strategists, designers, and editors to deliver campaigns that have a meaningful...


  • London, Greater London, United Kingdom MacroBond Financial Full time

    Transform the way economists, strategists and portfolio managers analyze, visualize and share economic and financial data as an Enterprise Sales Strategist at MacroBond Financial. Our cutting-edge B2B SaaS research solutions empower economic and financial experts in buy-side, sell-side, corporate, government, and academic sectors.About UsWe're a global...

  • Financial Strategist

    22 hours ago


    London, Greater London, United Kingdom Voutique Full time

    Job Title: Financial StrategistWe are seeking an experienced Financial Strategist to join our team at Voutique in London. The estimated salary for this role is £60,000 - £80,000 per year.About the Role:The successful candidate will be responsible for developing and presenting strategic analyses to senior leadership. This includes evaluating current...


  • London, Greater London, United Kingdom Henderson Brown Recruitment Full time

    Job Title: Financial StrategistCompetitive salary: £65,000 - £80,000 per annum.Henderson Brown Recruitment is seeking a highly skilled Financial Strategist to drive financial strategy and operational alignment for a leading sustainability-focused produce business. As Head of Finance, you will oversee a skilled finance team of five while championing the...


  • London, Greater London, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking an experienced Insurance Regulatory Strategist to join our Fixed Retail Insurers Supervision Team in the Market Interventions Insurance Division at the Financial Conduct Authority (FCA).


  • London, Greater London, United Kingdom CMC Consulting Ltd Full time

    Job Title: Senior Financial StrategistA commercially focused Financial Strategist is required to drive margin improvement and collaborate with sales teams to achieve financial targets through robust analysis and decision support.Key Responsibilities:Develop a deep understanding of the business results and articulate the key business drivers of...


  • London, Greater London, United Kingdom InterQuest Financial Markets Full time

    Job OverviewWe are seeking an experienced Corporate Content Strategist to join our team at InterQuest Financial Markets. The successful candidate will be responsible for developing and delivering engaging corporate content across the EMEA region, aligning with business objectives.


  • London, Greater London, United Kingdom Svims Full time

    Job Title: Financial Performance StrategistWe are seeking a skilled Financial Performance Strategist to join our team at Svims. The ideal candidate will have a strong background in financial analysis and performance improvement.About the Role:The Financial Performance Strategist will be responsible for collaborating with Investor Relations and operations to...


  • London, Greater London, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are looking for a highly skilled Cyber Risk Strategist to join our team at the Financial Conduct Authority. The successful candidate will work on high-profile regulatory initiatives, influencing a wide range of internal and external stakeholders and building their network of contacts.The ideal candidate will have knowledge or experience of...


  • London, Greater London, United Kingdom New Wine Trust Full time

    We are seeking a highly skilled Chief Financial Strategist to support our ministries and PCC with exceptional financial management and reporting.Key ResponsibilitiesForecast and monitor cash flow, identifying risks to reserves.Process accruals and pre-payments, balance sheet reconciliation, and variance analysis to assist ministries in working within their...

  • Financial Strategist

    19 hours ago


    London, Greater London, United Kingdom The Access Project Full time

    About The Access ProjectThe Access Project is a charity dedicated to reducing educational barriers for under-resourced young people, helping them pursue their chosen career and follow their dreams. By providing mentoring, skills coaching, and tuition, we support students to access top universities.Our mission is to combat educational inequality and improve...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job Title: Chief Financial StrategistWe are seeking an experienced Chief Financial Strategist to join our team at Financial Staffing Solutions.About the Role:The Chief Financial Strategist will provide strategic guidance and advice on all finance-related matters, leading all financial operations of the business and managing a small team.Key...


  • London, Greater London, United Kingdom NCAA (National Collegiate Athletic Association) Full time

    Job SummaryWe are seeking a highly skilled Financial Strategist to join our team at the National Collegiate Athletic Association. This role will involve developing and implementing systematic trading strategies for equities.The ideal candidate will have a strong academic background in a quantitative or technical discipline, with advanced coding and software...

  • Financial Strategist

    3 weeks ago


    London, Greater London, United Kingdom Brackenberry Full time

    Job SummaryWe are seeking a skilled Financial Strategist to collaborate with a Local Authority in Islington, assisting with the appointment of an Interim Finance Manager on a 3-month contract. The position is highly likely to be extended at the client's discretion.Salary: £458.19 - £600.00 per hour.


  • London, Greater London, United Kingdom ENGINEERINGUK Full time

    About the RoleWe're looking for a Senior Financial Strategist to join our team. In this role, you'll work closely with partners to help inform and guide their key decisions. You'll be responsible for building financial models to drive business decisions and making judgement calls on challenges using your understanding of Amazon's cost structure.As a Senior...


  • London, Greater London, United Kingdom Essex Local Nature Partnership Full time

    About the RoleWe are seeking a seasoned Chief Financial Strategist to join our team in Essex, UK. As a key member of our financial leadership team, you will play a crucial role in shaping the financial strategy and direction of our organisation.The estimated salary for this position is £65,000 - £85,000 per annum, depending on experience. In addition to a...

  • Financial Strategist

    4 weeks ago


    London, Greater London, United Kingdom Baller League Full time

    Company Overview: At Baller League, we are seeking a highly skilled Financial Strategist to join our team. The successful candidate will play a pivotal role in driving business growth and ensuring the financial stability of our organization.About the Role: As a Financial Strategist, you will be responsible for leading our finance functions, providing expert...


  • London, Greater London, United Kingdom Austin Fraser Full time

    Regional Financial StrategistJob Overview:We are seeking an experienced Regional Financial Strategist to join our team in West London. As a key member of the senior management team, you will be responsible for developing and implementing financial strategies to drive business growth and profitability.Main Responsibilities:Develop and implement financial...