Financial Planner
other jobs mbf.
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £80,000 - £120,000 per annum
Job Description:
An outstanding opportunity has arisen for an experienced Financial Planner / Client Adviser to join a highly innovative and rapidly growing advisory and fintech business specialising in Ultra High Net Worth (UHNW) clients and multi-generational wealth planning.
This is a genuinely unique opportunity to work within a modern, technology-led environment focused on delivering sophisticated holistic advice to successful individuals and families with complex financial affairs and investable assets ranging from £10m+ upwards.
The role is highly relationship-driven and involves working closely with UHNW clients across all aspects of financial planning, including investment planning, cashflow modelling, retirement planning, tax structuring, intergenerational wealth planning, trusts and estate planning. Strong knowledge of trusts and estate planning would therefore be highly advantageous.
You will work within a collaborative team structure alongside technical analysts, investment specialists and senior advisers to deliver tailored long-term financial strategies and exceptional client outcomes.
The successful candidate will ideally:
*Hold Chartered status (or equivalent Level 6 qualifications)
*Have experience advising HNW/UHNW clients
*Possess strong holistic financial planning knowledge
*Demonstrate excellent relationship management and communication skills
*Have strong technical knowledge across pensions, investments, tax, trusts and estate planning
*Be commercially aware, polished and highly client-focused
*Enjoy working within a modern and entrepreneurial environment
In return, the business offers:
*Basic salary circa £80,000 - £120,000 depending on experience
*Bonus and comprehensive benefits package
*Highly flexible hybrid working arrangement
*Excellent long-term progression opportunities
*A collaborative and forward-thinking culture
*Exposure to sophisticated UHNW clients and complex planning work
This is an exceptional opportunity for an ambitious adviser looking to further develop their career within a progressive and high-growth advisory business operating at the top end of the private client market.
This is a genuinely unique opportunity to work within a modern, technology-led environment focused on delivering sophisticated holistic advice to successful individuals and families with complex financial affairs and investable assets ranging from £10m+ upwards.
The role is highly relationship-driven and involves working closely with UHNW clients across all aspects of financial planning, including investment planning, cashflow modelling, retirement planning, tax structuring, intergenerational wealth planning, trusts and estate planning. Strong knowledge of trusts and estate planning would therefore be highly advantageous.
You will work within a collaborative team structure alongside technical analysts, investment specialists and senior advisers to deliver tailored long-term financial strategies and exceptional client outcomes.
The successful candidate will ideally:
*Hold Chartered status (or equivalent Level 6 qualifications)
*Have experience advising HNW/UHNW clients
*Possess strong holistic financial planning knowledge
*Demonstrate excellent relationship management and communication skills
*Have strong technical knowledge across pensions, investments, tax, trusts and estate planning
*Be commercially aware, polished and highly client-focused
*Enjoy working within a modern and entrepreneurial environment
In return, the business offers:
*Basic salary circa £80,000 - £120,000 depending on experience
*Bonus and comprehensive benefits package
*Highly flexible hybrid working arrangement
*Excellent long-term progression opportunities
*A collaborative and forward-thinking culture
*Exposure to sophisticated UHNW clients and complex planning work
This is an exceptional opportunity for an ambitious adviser looking to further develop their career within a progressive and high-growth advisory business operating at the top end of the private client market.
Job number 3718867
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...