mbf. is recruiting a Senior Financial Planner to manage an established high-value portfolio and deliver advanced financial planning across retirement, investments, tax and estate planning. You will develop relationships with clients and professional introducers while supporting business development within the region.
The role combines client delivery with strategic growth in a hybrid working model, spending time in Poole and meeting clients across Dorset as needed.
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Senior Financial Planner – High-Value Portfolio & Growth 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.
