mbf. in the City of London is seeking an experienced Financial Adviser to join a well-established wealth management business.
You will manage an existing portfolio of around 70 clients and deliver holistic financial planning across pensions, investments, protection, tax and estate planning. With comprehensive paraplanning and admin support, you will focus on client outcomes over paperwork, enjoy hybrid working (3 days in office, 2 from home) and clear progression opportunities alongside ongoing
#J-18808-LjbffrHolistic Financial Adviser | Hybrid (City of London) 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.
