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Financial Consultant

2 months ago

Glasgow, Glasgow City, United Kingdom mbf. Full time
Job Description

Job Title: Financial Consultant

Job Type: Full-time

Location: Hybrid (Glasgow)

Job Category: Financial Services

About the Company: mbf is a leading global investment company that provides expert financial planning and research services.

About the Role:

  • Provide high-quality financial advice to clients
  • Work primarily from home with a flexible hybrid model requiring office attendance twice a week
  • Manage a portfolio of clients, offering financial planning advice
  • Conduct all client meetings remotely via Teams

Key Responsibilities:

  • Deliver exceptional client service and build strong relationships with clients
  • Develop and implement comprehensive financial plans tailored to individual client needs
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
  • Collaborate with internal teams to ensure seamless delivery of financial services

Requirements:

  • Level 4 Diploma (LIBF, CISI, or CII)
  • Experience in giving financial advice and some paraplanning experience
  • Ability to work independently without paraplanning support
  • Strong communication and interpersonal skills

What We Offer:

  • Competitive salary ranging from £45,000 to £60,000
  • Discretionary bonus
  • Attractive benefits package including 40 days holiday, 13% Pension, PHI, DIS, Income Protection

Why Work for mbf?

  • Join a dynamic and forward-thinking company that values innovation and client satisfaction
  • Contribute to a team that is shaping the future of financial services
  • Enjoy a flexible and hybrid working environment