mbf in London is seeking a Senior Lead Financial Planner to join a founder-led practice on a hybrid basis. You will advise an established client book, shape the advice process and technology as the firm scales, and mentor junior planners while building a team.
You’ll work directly with the founders, with flexible arrangements and outcomes-based reward, including bonus and potential equity. The role targets a senior professional with Chartered status, CAS/SM&CR experience, and a drive to grow a
Senior Financial Planner — Leadership Path & Equity 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.
