Junior Financial Planner

5 days ago


London, Greater London, United Kingdom mbf. Full time

Job Summary:

Mbf. is seeking a highly motivated and experienced Wealth Management Professional to join their team. As a Junior Financial Planner, you will be responsible for providing exceptional investment planning services to high net worth clients.

Key Responsibilities:

  • Develop and implement comprehensive investment plans for clients with minimum of £1M of investable assets.
  • Provide expert advice on investment strategies, risk management, and portfolio optimization.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with cross-functional teams to deliver high-quality services and exceed client expectations.

Requirements:

  • DipPFS qualification or equivalent experience.
  • Strong knowledge of investment products, risk management, and financial planning principles.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.

What We Offer:

Mbf. offers a competitive salary starting at £46k (flexible) and a high bonus earning potential. You will also have access to a comprehensive benefits package and opportunities for career growth and development.



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