mbf.

We are currently working with a highly regarded wealth and asset management firm based in the City of London. The company manages approximately $3 billion of funds under management (FUM) and provides top-tier advice to international private clients and institutions. Following a recent merger, they are now one of the UK's leading wealth managers, managing £15 billion in client funds. Their clients typically have a minimum of £2 million in investable assets (ranging up to £30 million+). This is a unique role with a strong investment focus, rather than a traditional financial planning position. The company is seeking an experienced Paraplanner to join their Wealth Planning Team in the London office. The successful candidate will collaborate closely with the team, managing a dedicated book of private clients, ensuring all wealth planning advice is clear, well-documented, and compliant. The ideal candidate will: Hold a Diploma Level 4 qualification (or higher) and aspire to achieve Chartered and/or Certified Financial Planner status. Have a minimum of 3-4 years' experience in a similar role. Demonstrate a strong understanding of the financial planning process and associated compliance requirements. Be driven, detail-oriented, and able to complete tasks under pressure accurately and on time. Possess experience in report writing and be technically proficient across all areas of financial planning. Be skilled in using financial planning tools, financial modeling, and back-office software. Thrive in a team environment and be confident in interacting with clients and providers. Act as a main point of contact, effectively handling technical queries from clients and other stakeholders through excellent communication skills. Role Highlights: This position is within the International team, which now manages $1 billion in client funds. The team works with clients who typically have a minimum of £3 million in investable assets, with cases often involving international elements. The firm has the necessary authorizations to provide advice across Europe, Asia, and the US, offering clients a one-stop shop for managing their funds globally.This role offers the chance to work on complex, high-level cases and build expertise in this specialist area. There's also a strong emphasis on client interaction, which sets it apart from many paraplanning roles. One current Paraplanner shared that they've experienced a significant step-up in the level of responsibility and client engagement compared to previous roles. Package: The base salary is in the region of £50,000 - £55,000, with discretionary bonuses. The benefits package is comprehensive and includes excellent longer career development opportunities. Hybrid working is 3 days in the office and 2 from home. This is a great fit for someone who is hardworking, ambitious, and confident in developing relationships with high-net-worth clients. The firm rarely sees turnover, highlighting its strong culture and supportive environment for those looking to advance their careers in wealth planning.

A forward-thinking financial planning firm is dedicated to creating a highly flexible and relaxed working environment. They focus on providing exceptional service to their clients while ensuring a unique and positive experience for all employees. Their office is located on Lombard Street in the City, with a strong emphasis on work-life balance. Role Overview The firm is seeking a passionate and service-focused Financial Planner to join their team. This role is purely service-oriented with no sales targets, allowing the successful candidate to concentrate fully on client care and relationship building. The Financial Planner will support the director in servicing an extensive client base and helping them achieve their financial goals. Key Responsibilities: Manage and service a book of clients, ensuring they receive top-quality financial advice and support. Build and maintain strong relationships with clients, helping them stay on track to meet their financial objectives. Work closely with a friendly back-office team to provide seamless client service. Maintain high standards of compliance and client care. Conduct regular reviews and updates of client financial plans. Prepare detailed financial plans and reports for clients. Stay updated with financial regulations and market trends to provide current and accurate advice. Identify and address clients' financial planning needs, including retirement, investment, and estate planning. Why Join the Team: Flexibility: Office presence is required only one day per week, with bespoke hours available for those with family commitments. Can work around school runs an school holidays Work-Life Balance: The company prioritizes carving out time for home as well as work. Supportive Environment: A safe, supportive, and motivating workplace where employees can thrive. Compensation and Benefits: Salary: £58,000 Pension: 8% employer contribution Private Medical Insurance (PMI) after one year of service Discretionary bonus of up to 10% Ideal Candidate: Motivated and Kind: Driven, kind, and eager to contribute positively to the practice. Client-Centric: Dedicated to providing the best possible service and care to clients. Team Player: Enjoys working collaboratively with a friendly team to achieve common goals. Join a workplace that values flexibility, balance, and exceptional client service as a Champion Adviser. The firm looks forward to welcoming a new team member who will help clients achieve their financial goals in a supportive and flexible environment.

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between London and Essex. About the Role: As a Wealth Planner, you will play a pivotal role in maintaining and nurturing existing relationships, with a view to developing to book further over a period of time. You will be responsible for providing expert financial planning services to clients, ensuring their needs are met with the utmost professionalism and care. Key Responsibilities: Take over and manage an existing book of clients valued at £60m-£70m. Utilize your network and connections to expand the client base and increase revenue. Deliver exceptional financial planning services and maintain high service standards. Stay updated on market trends, particularly within professional practice. Collaborate with team members, delegate tasks, and communicate effectively. Conduct client reviews and implement marketing initiatives to drive business growth. Manage client database and liaise with providers to ensure smooth operations. Adhere to compliance and professional standards of the firm. Essential Requirements: Previous experience in wealth planning private client services. Strong interpersonal and communication skills. Commercial mindset with a solutions-oriented approach. Minimum of 5 years' experience working within a financial planning advice capacity. Chartered Financial Planner Qualification or Equivalent preferred. Proficiency in MS Office Suite (Word / Excel / PowerPoint) and Outlook. If you are an experienced Financial Planner seeking to work within an agile and client focussed working environment alongside likeminded individuals, within a company who can offer excellent bonus incentives, please do apply.

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 manage their finances. With a focus on transparency and efficiency, they are revolutionizing the traditional approach to personal finance. Team Overview: As a Wealth Adviser, you will be part of a collaborative and forward-thinking team dedicated to providing top-notch financial advice and solutions. You will have the opportunity to work with sophisticated Ultra High Net Worth (UHNW) clients from various industries, contributing to their financial success and well-being. The Role: Develop and maintain strong relationships with clients to understand their financial objectives and life goals. Design and implement tailored Financial Life Strategies to meet the unique needs of each client. Provide ongoing support and advice to clients, addressing queries and adapting strategies as needed. Collaborate with internal teams to leverage technology and innovative solutions to enhance client outcomes. Represent the company at exclusive events and engagements, showcasing our commitment to excellence. Requirements/Technical Skills: Chartered certificate and regulated by the FCA to provide financial advice. Extensive experience in advising High Net Worth (HNW) and UHNW clients, preferably with 5+ years in the industry. Proficiency in tax planning and cash-flow modeling for affluent clientele. Personal Attributes: Warm and personable with excellent relationship-building skills. Proactive and solutions-oriented approach to client interactions. Detail-oriented with the ability to handle complex client needs. Collaborative team player with a passion for innovation. Benefits: Flexible working arrangements to support work-life balance. Generous annual leave allowance for personal time off. Regular team social events to foster camaraderie and relaxation. Support for mental and physical well-being through fitness classes and wellness programs. Competitive salary package and opportunities for professional growth. This is a rare opportunity to join a pioneering FinTech company and play a key role in shaping the future of personal finance. If you are a motivated and experienced financial professional looking for a new challenge, we want to hear from you.

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: Assess prospective client portfolios to determine suitable asset allocation recommendations Review and develop financial plans for clients with specialized needs Evaluate pension and investment bond arrangements for transfer suitability Provide training to other team members as needed Contribute to projects aimed at improving team efficiency Ensure compliance with regulatory requirements for providing financial advice Requirements: Bachelor's degree or equivalent experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferred Minimum 3 years of experience in financial services Strong organizational and time-management skills Ability to work well under pressure in a fast-paced environment Excellent understanding of financial planning principles and client suitability On Offer: Salary in region of £50,000 - £60,000 28 days holiday plus option to buy further days Bi-annual bonus Enhanced maternity pay package Retirement pension plan with company contributions Gym subsidy and emotional well-being services Ongoing training and career development opportunities Hybrid working An excellent opportunity to join a prestigious name in the wealth management sector who can offer stability and genuine longer term career development opportunities.

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 million in client funds under management, we take pride in delivering a top-tier working environment and a client-centric approach that emphasizes service and lifestyle. Why Join Our Team? Company Culture: Our team embodies professionalism, collaboration, and sociability. Hybrid Working Model: Our innovative hybrid workweek, from Monday to Thursday in the office and Fridays from home, fosters a positive and productive work environment for all. Career Development: While we don't prescribe a rigid career path, we actively promote the advancement of high-caliber individuals. Many of our team members, including our Head of Account Management, began in standard support roles and have risen through the ranks. The Role: Account Manager We are in search of an Account Manager to join our team. This role is essentially a financial planning position, working closely alongside one of our FP Directors. If you are a professional, a dedicated team player, and enjoy a social work environment, you may be an ideal fit for our team. Key Responsibilities: Collaborate closely with FP Directors to provide exceptional financial planning services. Cultivate and maintain strong client relationships within our niche market. Assist in managing client funds and investments. Continuously develop your financial planning skills. Qualifications and Benefits: Salary Range: £34,000 to £40,000 Attractive bonus structure 25 days of annual leave 5% matched pension Private medical insurance and more If you are enthusiastic about contributing your expertise to a thriving team and helping our clients achieve their financial goals, we encourage you to apply. Join our journey and become part of an exciting endeavor in the world of financial advisory.

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 individual with 1-2 years of client-facing experience who is working towards (or already attained) chartered status. As a Wealth Planner, you will have the unique opportunity to work closely alongside and shadow an experienced Head of Wealth, gaining invaluable experience in the upper echelons of the financial market. Key Responsibilities: Collaborate with the Head of Wealth to develop and execute tailored wealth management strategies for high-net-worth clients. Foster and maintain strong client relationships, ensuring the achievement of their financial objectives. Conduct thorough financial reviews and analysis, offering expert guidance to clients. Stay updated on industry trends and regulations to provide the most effective solutions to clients. Qualifications and Skills: 1-2 years of client-facing experience in wealth management or a related field. A DipPFS qualification is mandatory, with a commitment to pursuing chartered status. Exceptional interpersonal and communication skills. Strong analytical capabilities and attention to detail. A genuine passion for the financial industry and a drive for excellence. Benefits: On Offer: Competitive salary ranging from £55,000 to £70,000 per annum. Performance-based bonus structure. Comprehensive benefits package. Flexible working arrangements to support work-life balance. Exciting prospects for long-term career development within a reputable organization. An excellent opportunity to join this prestigious organisation and embark on a fulfilling journey in the world of wealth management. Be part of a team dedicated to helping clients achieve their financial goals at the highest level of the market.

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 of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

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 & motivate individual, success within this organisation will be generously rewarded, with expected earnings to be six figures in year 1 and rising significantly over time due to their generous bonus structure. These roles can be based anywhere across the UK and are 100% remote (you can travel to the office if you wish to do so). All leads are generated and qualified via the company's own marketing and telemarketing team (they would most likely pass on 80-90 enquiries per month which they hope you could transfer to 15/20 appointments), the company database (which would obviously involve phone work), and Advisers with longevity in the business will get more referrals from individuals they have assisted previously. Package Basic salary of £60,000 Excellent bonus scheme - paid both monthly & annually To sum up, you can expect to earn £100-£150k in year one. Years 3-4 £200-£250k appx. The top quarter of 35 current Advisors are earning £400-£500k+ Travel expenses paid for by the company. Great company benefits package including: up to 14% pension contribution, medical cover, Dental cover, gym subsidy, season ticket loan etc We are looking for successful individuals with a proven track record of sales results in gaining new clients. In order to be considered you MUST be Level 4 qualified with knowledge in investment advice, financial markets etc.