Wealth Planning Specialist
1 week ago
At mbf, we're seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you'll play a vital role in providing comprehensive financial advisory services to our high-net-worth clients.
Key Responsibilities:- Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies.
- Develop new client relationships through active marketing efforts and professional network.
- Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and alignment with their best interests.
- Conduct regular client meetings, document agreed actions, and ensure swift implementation.
- 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.
- 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.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Pension Transfer Specialist qualification.
- Excellent understanding of major wealth planning strategies in the UK marketplace.
- Knowledge of Intelliflo Office and The Exchange.
We're looking for a highly motivated and experienced professional who can deliver exceptional results in a fast-paced environment. If you're passionate about wealth planning and have a strong track record of success, we'd love to hear from you.
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeUnlock Your Potential as a Wealth Planning SpecialistAt mbf, we're seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you'll play a vital role in providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client...
-
Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeUnlock Your Potential as a Wealth Planning SpecialistAt mbf, we're seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you'll play a vital role in providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom mbf Full timeJob DescriptionJob Title: Office PlannerCompany: mbfJob Type: Full-timeLocation: RemoteAbout the Role:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team. As a Wealth Planning Specialist, you will be responsible for providing complex advice to high-net-worth private clients, managing their wealth planning strategies,...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom mbf Full timeJob DescriptionJob Title: Office PlannerCompany: mbfJob Type: Full-timeLocation: RemoteAbout the Role:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team. As a Wealth Planning Specialist, you will be responsible for providing complex advice to high-net-worth private clients, managing their wealth planning strategies,...
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Wealth Planning Specialist
1 day ago
London, Greater London, United Kingdom ZipRecruiter Full timeJoin Our Wealth Planning TeamWe are seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you will be responsible for providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their...
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Wealth Planning Specialist
1 day ago
London, Greater London, United Kingdom ZipRecruiter Full timeJoin Our Wealth Planning TeamWe are seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you will be responsible for providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their...
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Wealth Planning Specialist
3 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management division, you will be responsible for providing expert advice to high-net-worth individuals on wealth planning and tax strategies.Key Responsibilities:Manage a portfolio of...
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Wealth Planning Specialist
3 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management division, you will be responsible for providing expert advice to high-net-worth individuals on wealth planning and tax strategies.Key Responsibilities:Manage a portfolio of...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management department, you will be responsible for providing complex financial advice to high-net-worth individuals and families.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management department, you will be responsible for providing complex financial advice to high-net-worth individuals and families.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
4 days ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a highly skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, 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...
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Wealth Planning Specialist
4 days ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a highly skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, 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...
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Wealth Planning Specialist
1 day ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, 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...
-
Wealth Planning Specialist
1 day ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, 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...
-
Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
-
Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...