Senior Financial Advisor - Holistic Planning (Hybrid) in England

Senior Financial Advisor - Holistic Planning (Hybrid) in England

England Full-Time On-site
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A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. The role offers a competitive base salary starting at Β£65,000 with additional bonuses based on performance and client growth. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted client relationships. Enjoy the benefits of a hybrid working model, with a supportive team environment focused on client outcomes.
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Senior Financial Advisor - Holistic Planning (Hybrid) in England 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.

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Contact Details:

mbf Recruitment Team