mbf is seeking a Lead Financial Planner in London with a path toward leadership. You will advise an established client book, influence the firm’s advice process, and help shape technology and propositions as the firm scales. The role includes mentoring junior planners and direct collaboration with the founders.
The position offers real flexibility in where and how you work, with a strong focus on outcomes and a pathway to ownership via equity and profit discussions.
Senior Financial Planner - Equity & Leadership Path 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.
