mbf. is seeking a hands-on Financial Planning professional to deliver holistic advice to private clients with a consultative approach and strong client relationships.
You will work with paraplanning and admin support to build a robust client base and deliver excellent outcomes. The role offers a basic salary up to £85,000, an attractive bonus structure, comprehensive benefits, and strong internal support including introducer relationships and high-quality leads.
#J-18808-LjbffrSenior Holistic Financial Planner | Private Clients in Exeter employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
