High Net Worth Adviser

3 days ago

London, Greater London, United Kingdom mbf Full time

About the Company:

mbf is a pioneering FinTech firm committed to transforming the way individuals manage their finances. We strive to create a seamless experience that prioritizes transparency, efficiency, and personal fulfillment.

Job Summary:

As a Wealth Planner, you will be responsible for developing and executing customized financial plans for our high net worth clients. You will work closely with our Investment and Financial Life Solutions teams to provide expert guidance and support throughout the process.

  • Establish and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Develop and implement comprehensive financial strategies tailored to each client's unique situation.
  • Collaborate with cross-functional teams to identify opportunities and address challenges.
  • Pursue ongoing education and training to stay current on industry trends and best practices.

Requirements:

  • Hold a relevant Chartered qualification and be registered with the FCA (ideally CII).
  • Minimum 5 years of experience providing financial advice to high net worth clients, with at least one year as an advisor.
  • Familiarity with common tax vehicles used by UK-based high net worth individuals, such as ISAs and pensions.
  • Proven expertise in complex cash flow analysis and financial modeling.
  • A bachelor's degree or higher.

The Right Candidate:

  • You possess excellent communication and interpersonal skills, with the ability to build strong relationships.
  • You're a strategic thinker with a solutions-focused mindset, able to navigate complex issues.
  • You're highly organized, with attention to detail and confidence in managing high-pressure situations.
  • You thrive in collaborative environments, prioritizing teamwork and open communication.
  • You're curious, analytical, and enjoy sharing knowledge with others.

Our Benefits:

  • An outcome-driven work environment with flexible hours and regular team-building activities.
  • 25 days of paid annual leave.
  • Access to online fitness classes and a local gym membership.
  • Support for mental well-being and family-friendly policies.
  • A competitive salary range of £60,000-£80,000 per year.

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