Financial Planner

2 days ago

Leeds, United Kingdom mbf. Full time

**Financial Planner - Leeds - National Wealth Management Organisation - Hybrid working - Salary to £60,000 plus Bonus plus Benefits**

MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Planner to their team in Leeds.

The role:

- The role is focused on servicing existing the company's clients, mainly remotely via Video call or telephone, so there will be no buisness development targets.
- Average clients that this team work with will have around £250K AUM, although some do have considerably more.
- Advice varies from client to client but is typically centred around Pensions, Investments and Protection.
- Your targets will be centred around client retention and satisfaction, although you will also be tasked with looking for new buisness opportunities with the existing client base
- All clients are provided

**Requirements**:

- You should have a good level of financial services knowledge, including with Pensions and Investments
- Excellent communication and relationship building skills

On offer:

- Competitive basic salary of up to £60,000 plus company benefits and bonus
- Hybrid working - 3 days in office
- All clients provided - no business development targets allowing you to focus on providing a high quality service
- Progression opportunities in a growing team

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