mbf. is seeking an experienced Financial Planner for a field-based succession opportunity in Warwickshire to take over a growing client portfolio.
You will work with a Senior Financial Planner during a deliberate handover, attending joint meetings and building relationships with clients to deliver holistic financial planning across pensions, investments, protection and estate planning.
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Succession-Ready Financial Planner | Field-Based 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.
