Senior Financial Planner

3 weeks ago


London, Greater London, United Kingdom mbf. Full time
Senior Financial Planner Opportunity

mbf. is seeking a highly skilled Senior Financial Planner to join our team in London. As a key member of our Wealth Management division, you will be responsible for managing a portfolio of clients and providing expert financial advice tailored to their individual needs and financial goals.

Key Responsibilities:
  • Client Management: Develop and maintain strong relationships with clients, providing personalized financial planning and investment advice.
  • Revenue Generation: Identify and capitalize on revenue opportunities within the assigned client bank, contributing to the overall financial success of mbf.
  • Team Collaboration: Work closely with colleagues to ensure seamless client service and maintain a high level of client satisfaction.
Requirements:
  • Proven experience as a Financial Planner with a focus on private clients.
  • Chartered Financial Planner status via the CII or equivalent.
  • Strong understanding of wealth management principles and financial markets.

mbf. offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply for this exciting opportunity.



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