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Wealth Strategist

2 months ago

London, Greater London, United Kingdom mbf Full time
Job Opportunity: Wealth Planner

At mbf, we are seeking a highly skilled Wealth Planner to join our team. As a Wealth Planner, you will play a crucial role in providing comprehensive financial advisory services to our clients and prospects.

Key Responsibilities:
  • Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies and ensuring alignment with their best interests.
  • Develop new client relationships through active marketing efforts and professional networking.
  • Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and suitability for advice structures.
  • Conduct regular client meetings, document agreed actions, and ensure swift implementation.
  • Take primary responsibility for new client setup, sign-off, and suitability for advice structures.
  • Identify and communicate new planning opportunities beneficial to clients.
  • Serve as a knowledge resource for portfolio managers on financial planning matters.
  • Contribute content for external distribution and internal training.
  • Continuously update your knowledge through professional development and examinations.
Requirements:
  • Experience in advising high-net-worth individuals on wealth planning and tax strategies.
  • In-depth knowledge of pensions and taxation.
  • FCA-approved regulatory qualification at Level 4 or above.
  • Advanced Financial Planning Certificate, Chartered Financial Planner, or equivalent.
  • Current Statement of Professional Standing (SPS).
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
Preferred Qualifications:
  • Familiarity with fund management, professional advisory, IFA, or life company industry.
  • Pension Transfer Specialist qualification.
  • Excellent understanding of major wealth planning strategies in the UK marketplace.
  • Knowledge of Intelliflo Office and The Exchange.
About You:
  • Professional, organised, and motivated self-starter.
  • Strong interpersonal and communication skills.
  • Ability to present complex matters clearly and concisely.
  • Strong analytical and numeracy skills.
  • Ability to build strong working relationships across all levels.
  • Demonstrated willingness to learn, develop, and collaborate for excellent client outcomes.

Seize the opportunity to contribute to our mission of empowering clients for a prosperous future. Apply now to be part of a dynamic team dedicated to client success.