mbf. is seeking a high‑quality wealth planner to join its wealth planning arm, providing complex advice to UHNW private clients. The role sits within a team delivering comprehensive financial guidance, including pensions and tax, and forms the cornerstone of mbf.'s wealth management offering.
The successful candidate will manage high‑value client relationships, develop new business, and ensure profitable, compliant planning. Ongoing professional development and qualifications are encouraged.
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UHNW Wealth Planner: Tax & Pension Strategy 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.
