Discretionary Wealth Manager

3 weeks ago


Maidstone, Kent, United Kingdom mbf Full time

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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