mbf, a boutique wealth management firm in the City of London, is recruiting an experienced Chartered Wealth Planner. You will join an established team with a quality client bank, focusing on holistic financial planning for high-net-worth private clients, charities and trustees.
You will advise across pensions, investments, retirement, tax and estate planning, building long-term client relationships. The role includes annual reviews and referrals within a supportive, collaborative environment.
#J-18808-Ljbffr
Chartered Wealth Planner - HNW Boutique, Hybrid, Equity 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.
