At a Glance
- Tasks: Provide expert financial planning and advice to clients in a friendly, face-to-face setting.
- Company: Respected financial services organisation with a strong local presence in Cambridgeshire.
- Benefits: Enjoy warm introductions, flexible working, and the chance to build a loyal client base.
- Other info: Join a dynamic team focused on quality advice and client relationships.
- Why this job: Make a real difference in clients' lives while enjoying a supportive work environment.
- Qualifications: Experience in financial planning and a passion for helping others achieve their goals.
The predicted salary is between 51750 - 63250 £ per year.
mbf, a respected financial services organisation with a strong Cambridgeshire presence, is seeking an experienced Financial Planner.
You will inherit a steady flow of warm introductions and build a high-quality client bank through trusted local offices, focusing on quality advice rather than cold prospecting.
You'll deliver holistic planning across pensions, investments, protection and estate planning while meeting clients face-to-face across the region.
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Home-Based Financial Planner with Warm Introductions 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.
