Associate Financial Planner
3 weeks ago
At MBF, we are seeking a skilled and dedicated Associate Independent Financial Planner to join our team. As a key member of our Private Wealth division, you will work closely with clients to provide holistic financial advice and help them achieve their financial goals.
Key Responsibilities:- Collaborate with our experienced team to develop and enhance your skills in financial advice.
- Provide comprehensive financial advice to prospective and existing clients, identifying opportunities to grow their wealth.
- Compile accurate investment reports that meet client requirements and internal business standards.
- Conduct regular fact-finding, presentations, and service review meetings with clients to ensure their financial needs are met.
- Identify and develop new business opportunities to drive growth and revenue.
- Essential Qualification: Level 4 Diploma in Regulated Financial Planning.
- Skills: Strong networking, presentation, and business development skills, with the ability to build confidence and provide independent financial advice.
- Qualities: Self-motivated, engaging, compassionate, and client-focused, with a passion for delivering exceptional service.
- Competitive salary with bonus structure, including 40% bonus for billings between £100,000 - £140,000, with higher bonuses for billings above this range.
- Contributory pension scheme.
- 25 days holiday (increasing to 30 with length of service), plus bank holidays.
- Life Assurance.
- Comprehensive induction and training program.
- Fully funded exams and paid study leave.
- Flexible benefits package, including a wide range of voluntary benefits.
We offer a supportive and collaborative work environment, with opportunities for professional growth and development. If you are passionate about providing top-notch financial advice and are looking to grow your career in a dynamic and supportive environment, we encourage you to apply.
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Associate Financial Planner
4 weeks ago
Colchester, Essex, United Kingdom mbf. Full timeJob Title: Associate Independent Financial PlannerAt MBF, we're seeking a skilled and dedicated Associate Independent Financial Planner to join our team. As a key member of our Private Wealth division, you'll work closely with clients to provide expert financial advice and guidance.About the RoleThis is an exciting opportunity for a motivated and ambitious...
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Associate Financial Planner
4 weeks ago
Colchester, Essex, United Kingdom mbf. Full timeJob Title: Associate Independent Financial PlannerAt MBF, we're seeking a skilled and dedicated Associate Independent Financial Planner to join our team. As a key member of our Private Wealth division, you'll work closely with clients to provide expert financial advice and guidance.About the RoleThis is an exciting opportunity for a motivated and ambitious...
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Associate Financial Planner
3 weeks ago
Colchester, Essex, United Kingdom mbf. Full timeJob Title: Associate Independent Financial PlannerAt mbf, we are seeking a highly skilled and motivated Associate Independent Financial Planner to join our team. As a key member of our Private Wealth division, you will work closely with clients to provide expert financial advice and help them achieve their long-term goals.Key Responsibilities:Provide...
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Associate Financial Planner
3 weeks ago
Colchester, Essex, United Kingdom mbf. Full timeJob Title: Associate Independent Financial PlannerAt mbf, we are seeking a highly skilled and motivated Associate Independent Financial Planner to join our team. As a key member of our Private Wealth division, you will work closely with clients to provide expert financial advice and help them achieve their long-term goals.Key Responsibilities:Provide...
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Financial Planning Assistant
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Junior Financial Planner
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Junior Financial Planner
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Graduate Planner Position
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Colchester, Essex, United Kingdom Leaders Romans Group Full timeExciting Graduate Town Planner OpportunityBoyer, a leading multidisciplinary planning and development consultancy, is seeking a talented Graduate Town Planner to join their team. As a Graduate Town Planner, you will work alongside experienced professionals on challenging and prestigious development projects, contributing to the delivery of successful...
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Financial Planning Administrator
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