mbf. is seeking an experienced Financial Planner to inherit a high-quality UHNW client book and cultivate long-term relationships with ultra-high-net-worth families across the UK.
You will take over a well-established portfolio following an acquisition, with a 12–18 month transition period before full ownership, and the role supports flexible home-based working with office access as needed.
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Inherit UHNW Client Book — Senior Financial Planner Remote 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.
