mbf is seeking an experienced Financial Planner to join its Midlands team on a hybrid basis, with 3 days per week in the Sutton Coldfield office. The role focuses on delivering holistic financial planning to an established portfolio of high net worth clients.
You’ll work with paraplanners and administrators to provide high-quality advice across retirement, investments, estate and tax planning, and ongoing reviews, in a collaborative, client‑focussed environment.
#J-18808-LjbffrHybrid Private-Client Financial Planner (Chartered) in Sutton Coldfield 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.
