Senior Financial Planner

17 hours ago


Banstead, United Kingdom CV Elite Limited Full time
Company Overview:
MPL Wealth Management is a well-established, family-run Chartered Financial Planning firm with over 40 years of experience in the industry. The company has created a collaborative and close-knit team culture, prioritizing continuous improvement and career progression.

Salary and Benefits:
The successful candidate can expect a basic salary up to £80,000 (dependent on experience) + bonus + generous pension + continued professional development + 25 days holiday + bank holidays + private health care + flexible working etc.

Job Description:
We are seeking a highly skilled Financial Advisor who will service and develop strong relationships with an established portfolio of clients. Key responsibilities include conducting client meetings, providing a highly personalized, holistic financial planning service, and ensuring all regulatory and compliance standards are met.

Required Skills and Qualifications:
To be successful in this role, you will need experience of working as a Financial Advisor, with a Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner. You must also have excellent communication skills, be a keen listener, and have a customer-centric approach.

Benefits:
In addition to a competitive salary and benefits package, we offer ongoing investment and portfolio reviews, work with a Paraplanning support team, and contribute to the ongoing growth and development of best practice within the business.

Other Opportunities:
We provide support and funding for professional development, including the opportunity to progress towards becoming Chartered.

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