Hybrid City Financial Adviser - Holistic Planning & Growth

Hybrid City Financial Adviser - Holistic Planning & Growth

Full-Time No working from home possible
mbf

mbf. is seeking an experienced Financial Adviser to join their City of London office. You will deliver holistic financial planning across pensions, investments, protection, tax and estate planning while building long-term client relationships.

You will inherit a portfolio of around 70 clients and benefit from strong paraplanning and admin support. The role offers hybrid working, modern offices in the City and clear career progression.

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Hybrid City Financial Adviser - Holistic Planning & Growth 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.

mbf

Contact Details:

mbf Recruitment Team