mbf is seeking an experienced Chartered Wealth Planner to join its award-winning boutique in the City of London. You will inherit a high-quality client bank and provide holistic financial planning and investment management for HNW private clients, charities and trustees.
The role focuses on pensions, investments, retirement and estate planning, with regular client reviews and compliance. You will work with paraplanning and client services, build referrals, and develop your own network in a
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Chartered HNW Wealth Planner — Hybrid, Boutique Client Focus in City of London employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
