mbf. is seeking an experienced Financial Planner for a field-based succession opportunity in Glasgow. You will join a well-capitalised national wealth manager to gradually take over an established client portfolio from a Senior Financial Planner while building a long-term, independent advisory book.
You will work with high net worth clients, provide holistic financial planning and leverage quality leads and paraplanning support to grow your business with autonomy and security.
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Field-Based Financial Planner — Remote, High-Value Portfolio 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.
