Investment Planning Specialist

3 weeks ago


London, Greater London, United Kingdom mbf Full time

**Grow Your Career with Us**

We are seeking an Investment Planning Specialist to join our team at mbf. This is an exciting opportunity for motivated individuals who want to build a successful career in wealth planning.

In this role, you will work closely with clients to develop and implement investment strategies that meet their financial goals. You will also contribute to the growth of our team, sharing your expertise and experience with colleagues to drive success.

The estimated salary for this role is £85,000 - £95,000, plus a bonus scheme tied to revenue growth. With long-term earning potential significant, you can expect to earn into multiple six figures over time.

Key Qualifications:

  • Degree-level qualification in finance or a related field.
  • Proven track record in financial planning or a strong foundation in developing client relationships.
  • Ability to grow and manage a book of business, with a focus on revenue growth.
  • Commitment to providing high-quality, compliant financial advice.

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