mbf. is seeking an experienced Corporate Financial Planner to take over an established portfolio of around 300 corporate clients. The role is home-based with video interaction as the primary touchpoint and occasional travel where needed.
An immediate focus on continuity, retention, and transition before pursuing growth helps ensure a smooth handover from a retiring adviser. The successful candidate will specialise in workplace pensions, employee benefits, business protection, and strategic
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Senior Corporate Financial Planner - Remote, High Earnings in Loughton 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.
