mbf in London is seeking a Financial Planner to join an independent wealth manager. You will service an existing client bank alongside Discretionary Investment Managers, delivering integrated financial planning and advice.
The role requires Level 4 Diploma in Regulated Financial Planning, strong pensions and inheritance tax knowledge, and experience in risk profiling and cashflow forecasting. Hybrid working is offered with a salary of £65,000–£80,000 plus discretionary bonus and benefits.
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Wealth Planner (Hybrid) with Chartered Path 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.
