mbf in London is seeking a Chartered Wealth Planner to join a boutique practice serving HNW private clients. You will inherit a high-quality client bank and deliver holistic financial planning and investment management.
You will work with paraplanning and client services teams, advising on pensions, investments, retirement, tax and estate planning while developing relationships with professional connections. Hybrid working: 3 days in the office.
Chartered Wealth Planner — Boutique HNW Client Bank(Hybrid) 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.
