At a Glance
- Tasks: Support Wealth Planners and mentor junior staff while ensuring compliance.
- Company: Growing wealth management firm in Greater London with a focus on client service.
- Benefits: Competitive salary, comprehensive benefits, and flexible hybrid working model.
- Other info: Excellent career development opportunities await you!
- Why this job: Join a dynamic team and develop your career in wealth management.
- Qualifications: Experience in wealth planning and strong mentoring skills.
The predicted salary is between 40000 - 45000 £ per year.
mbf. is seeking an experienced Senior Wealth Planning Assistant to join their team in Greater London. This role involves providing high-level support to Wealth Planners and mentoring junior staff. The successful candidate will ensure compliance and deliver exceptional client service.
Key offerings include:
- A competitive salary of £40,000–£45,000
- A comprehensive benefits package
- A hybrid working model that provides flexibility after probation
This position promises excellent career development opportunities within a growing wealth management firm.
Senior Wealth Planning Lead (Hybrid + Bonus) employer: mbf
mbf. is an exceptional employer that prioritises employee growth and well-being, offering a competitive salary alongside a comprehensive benefits package. With a hybrid working model and a supportive work culture, employees are encouraged to thrive in their roles while enjoying the flexibility needed for a balanced life. Join us in Greater London, where your contributions will be valued, and your career can flourish within a dynamic wealth management environment.
