Financial Services Professional

1 day ago


Banstead, Surrey, United Kingdom CV Elite Limited Full time

The Role: We are seeking a skilled Financial Services Professional to join our team at MLP Wealth Management, a reputable and ambitious independent Chartered Financial Planning firm based in the UK. The successful candidate will be a recently qualified Financial Advisor (Financial Planner, Financial Adviser, IFA) looking for an employed role where they will be provided with an established portfolio of clients, delivering fully holistic, independent financial advice.

Key Responsibilities:
  • Conduct client meetings, providing a highly personalised, holistic financial planning service
  • Ensure all regulatory and compliance standards are met

The Person: We are looking for a warm relationship builder who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions.

Company Overview: MLP Wealth Management are a well-established, family-run Chartered Financial Planning firm with over 40 years of experience in the industry. They have created a collaborative, close-knit team culture, and provide a great place to work, where continuous improvement and career progression is prioritised.

Estimated Salary: £45,000 - £60,000 per annum, depending on experience.

We offer a competitive salary package, including a bonus scheme, pension scheme, and opportunities for professional development. If you are a motivated and experienced Financial Advisor looking to take your career to the next level, we would like to hear from you.



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