At a Glance
- Tasks: Collaborate on financial planning for high net worth clients with a supportive team.
- Company: Reputed Chartered Financial Planning firm in Sutton Coldfield.
- Benefits: Salary up to £100,000, hybrid working, and full support for client relationships.
- Other info: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Make a real impact in clients' financial futures without individual sales pressure.
- Qualifications: Experience in financial planning and strong collaboration skills.
The predicted salary is between 80000 - 100000 £ per year.
mbf is seeking an experienced Financial Planner in Sutton Coldfield to join their reputed Chartered Financial Planning firm.
This role emphasizes collaboration and ongoing financial planning for high net worth clients rather than individual sales targets.
The position offers a salary up to £100,000 depending on experience, with 3 days of hybrid working per week.
You will work closely with a supportive team and receive full paraplanning and administrative support to enhance client relationships. #J-18808-Ljbffr
We think you need these skills to ace Chartered Financial Planner - Private Clients (Hybrid)
Communication Skills
Attention to Detail
Problem-Solving Skills
Analytical Skills
Adaptability
Client Relationship Management
Project Management
