At a Glance
- Tasks: Manage and develop relationships with high-net-worth clients while driving new business growth.
- Company: Join a leading wealth management firm in the UK with a focus on client success.
- Benefits: Attractive bonus structure, comprehensive benefits, and opportunities for professional development.
- Other info: Dynamic role with excellent career advancement potential in a supportive environment.
- Why this job: Make a real impact by delivering tailored financial solutions to affluent clients.
- Qualifications: Proven experience in financial planning and strong relationship management skills.
The predicted salary is between 51750 - 63250 £ per year.
mbf in the United Kingdom is seeking an experienced Financial Planner to join its Wealth Management division.
This senior, client-facing role focuses on managing and developing relationships with HNW and UHNW clients while driving new business growth.
You will deliver holistic financial planning across investments, pensions, and tax planning, collaborating with internal specialists to provide tailored, high-quality solutions and long-term client value.
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Senior Wealth Planner for HNW/UHNW Clients – Bonus & Benefits 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.
