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 implement comprehensive financial plans for a portfolio of high net worth individuals and families.
  • Revenue Generation: Identify and capitalize on revenue opportunities within the assigned client bank, contributing to the overall financial success of mbf.
  • Collaboration: Work closely with colleagues to ensure seamless client service and maintain strong relationships with existing clients.

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 planning strategies.
  • Excellent interpersonal and communication skills.

Benefits:

  • Competitive salary up to £90,000 per annum.
  • Performance-based bonus.
  • Comprehensive benefits package.
  • Opportunity to work with a prestigious and established Wealth Manager.


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