mbf. is seeking an experienced Financial Planner to deliver holistic advice to private clients across a broad base, collaborating with internal teams and external introducers.
You will build a client bank through referrals and professional introducers, work alongside Investment Managers to enhance outcomes, and contribute to a supportive, client-focused culture with strong paraplanning and admin backing.
#J-18808-LjbffrSenior Financial Planner - Holistic Wealth & Growth 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.
