Discretionary Wealth Manager
3 weeks ago
Are you looking for a challenging and rewarding career as a Discretionary Wealth Manager at MBF? We are seeking an experienced investment professional to join our team in Maidstone, where you will play a pivotal role in managing client portfolios, developing new business, and ensuring compliance with regulatory standards while leading a skilled team of investment management professionals.
The ideal candidate will have a strong background in discretionary portfolio management, excellent communication and leadership skills, and a deep understanding of investment and insurance products. You will also have experience with financial planning tools such as FE Analytics or Morningstar.
We offer a competitive salary of up to £100,000, a dynamic working environment, and opportunities for growth and development within our established and trusted financial institution.
The successful candidate will have a Bachelor's degree in finance, economics, business, or a related field, and a CFA (Chartered Financial Analyst) or Certified Financial Planner qualification. A MBA or similar postgraduate degree is also desirable.
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Wealth Management Professional
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Wealth Management Associate
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Wealth Management Specialist
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Financial Services Relationship Manager
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Investment Manager
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Audit Manager for Emerging Markets
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Building Services Manager
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Care Services Manager
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Senior Project Manager
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Technical Operations Manager
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Strategic Financial Advisor
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Maidstone, Kent, United Kingdom Financial Divisions Full timeAbout UsFinancial Divisions is a Kent-based, Chartered independent wealth planning firm offering whole market financial advice to high net worth individuals and local families. Our team of experts consult on pensions, investments, tax planning, cashflow modelling, retirement planning, and protection strategies.We have strong relationships with accountancy...
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Purchasing and Supply Chain Manager
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Cleaner Operations Manager
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Stores Management Lead
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Financial Services Specialist
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Maidstone, Kent, United Kingdom CV-Library Full timeWe are seeking a highly motivated Financial Services Specialist to join our team in East Malling. As a key member of our Wealth Management division, you will play a vital role in supporting our advisors and clients.About the Role:Providing administrative support to our advisory team, including monitoring diaries, opportunities, queries, and...
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Audit Senior Manager
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Maidstone, Kent, United Kingdom TPF Recruitment Full timeTPF Recruitment is a leading accountancy practice recruitment agency in Kent, seeking an experienced Audit Senior to join a top 15 chartered accountancy practice in Maidstone.The selected candidate will have the opportunity to work with a market-leading accountancy practice in Kent, offering excellent client exposure across various sectors, including...
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Strategic Purchasing Manager
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Asset Management Director
4 weeks ago
Maidstone, Kent, United Kingdom mbf Full timeJob SummaryWe are seeking an experienced Discretionary Portfolio Manager & Branch Principal to join our team at MBF. This role involves managing client portfolios, developing new business, and ensuring compliance with regulatory standards while leading a skilled team of investment management professionals.Duties and ResponsibilitiesClient Relationship...
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Social Media Campaign Manager
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Facilities Management Specialist
2 weeks ago
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