Senior Financial Planner
3 weeks ago
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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Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom mbf. Full time{"h1": "Senior Financial Planner Opportunity", "p": "We are seeking a highly skilled Senior Financial Planner to join our team at mbf. in London. As a Senior Financial Planner, you will be responsible for managing a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals. Key Responsibilities: * Client...
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Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom mbf. Full time{"h1": "Senior Financial Planner Opportunity", "p": "We are seeking a highly skilled Senior Financial Planner to join our team at mbf. in London. As a Senior Financial Planner, you will be responsible for managing a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals. Key Responsibilities: * Client...
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