Employment Type : Full-Time
Our client is seeking an experienced and dedicated Financial Planner to join their successful team that provide holistic advice to a large, established book of niche clients. This role involves delivering expert financial planning advice to this niche book, acting as their primary relationship manager, and ensuring high standards of service and accuracy in all advice provided. As a Financial Planner, you will be responsible for developing and ma...
Employment Type : Full-Time
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months. This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management...
Employment Type : Full-Time
A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of 2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of 1M...
Employment Type : Full-Time
Are you passionate about financial planning and dedicated to providing top-notch service to clients in the media, arts, and creative industries? If so, we invite you to consider an exciting opportunity with an independent advisory practice that operates at the pinnacle of the market. We are a forward-thinking advisory firm that has experienced substantial growth over the past 3-4 years. With approximately 30 talented professionals and over 500 m...
Employment Type : Full-Time
About the Company: We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry. Job Description: We are currently seeking a dynamic Wealth Planner to join our client's team. This role is ideal for an individu...
Employment Type : Full-Time
A prominent investment management company responsible for close to 50BN of client assets is seeking to recruit a high quality Paraplanner to help provide technical support to their team of Wealth Planners. About the Role: As a Paraplanner within the Private Client team based in London, you will play a crucial role in delivering exceptional client experiences. Working alongside a dedicated team of Planners, Paraplanners, and Wealth Administrators...
Employment Type : Full-Time
Mbf are currently working with an international Investment Management & Financial Planning organisation to recruit a qualified Financial Adviser. Our client is looking for an individual who has a proven track record of bringing in new clients - must be Level 4 qualified. The business specialises in providing advice to HNW individuals - The average client will have 600/ 700k of investable assets. The client is looking to recruit an ambitious ...
Employment Type : Full-Time
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for...
Employment Type : Full-Time
One of the UK’s leading Wealth Management firm is seeking to recruit a CF30 Paraplanner to work closely with their extensive book of Private Clients. You will join a dynamic team responsible for analysing prospective client portfolios and providing regulated financial advice. Reporting to the Team Leader, your main responsibilities will include formulating asset allocation recommendations and writing suitability reports. Key Responsibilities: As...
Employment Type : Full-Time
Are you a seasoned financial professional seeking an exciting opportunity in the FinTech sector? We have an outstanding position available for a Wealth Adviser with a leading FinTech company. This role presents a unique chance to join a rapidly growing organization that is reshaping the landscape of personal finance. About the Company: Our client is a dynamic and innovative FinTech company committed to transforming how individuals and families m...