mbf. is recruiting a Financial Planner for London, with hybrid working. You will take over an established private client bank in excess of £300,000 recurring revenue from a retiring adviser.
The base salary is up to £80,000, with an annual discretionary bonus and a comprehensive benefits package.
The role covers retirement planning, investments, protection and tax planning for private clients across the UK, with support teams to ensure quality advice and compliance.
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Private Wealth Advisor – Inherited Client Book (London) 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.
