Senior Financial Advisor - Hybrid, 70-Client Portfolio

Senior Financial Advisor - Hybrid, 70-Client Portfolio

Full-Time No working from home possible
mbf

mbf is recruiting an experienced Financial Adviser for their City of London office. This role allows you to manage an existing portfolio of 70 clients while providing comprehensive financial planning advice across various financial needs.

With a competitive salary of Β£65,000 plus bonuses for Level 4 qualified individuals, and opportunities for Chartered Advisers, this position offers a supportive environment emphasizing client outcomes over aggressive sales. Enjoy hybrid working and ongoing professional development.

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Senior Financial Advisor - Hybrid, 70-Client Portfolio 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