Financial Services Expert

1 day ago


Banstead, Surrey, United Kingdom Austin Fraser Full time

We are seeking a skilled Financial Services Expert to join our team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in the UK. As a Financial Advisor, you will be responsible for delivering high-quality, personalized financial advice to clients while working alongside experienced Chartered Financial Planners.

Key Responsibilities:
  • Conduct client meetings to provide holistic financial planning services
  • Assess clients' financial needs and develop tailored solutions
  • Maintain accurate records and ensure compliance with regulatory requirements

The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for building strong relationships with clients. If you are a motivated and results-driven professional looking to advance your career in financial services, we encourage you to apply.



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