Chartered Financial Planner — Hybrid, Team-Based

mbf; Sutton Coldfield; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

mbf is seeking an experienced Financial Planner in Sutton Coldfield for a hybrid role (3 days in the office). You will join a collaborative team delivering ongoing financial planning to an established portfolio of high net worth clients, supported by paraplanners and administrators.

The firm emphasizes client-first service, technical excellence and long-term relationships over short-term targets. You’ll focus on retirement, investments, tax and protection planning within a professional team.

Qualifications

• Chartered Financial Planner status, or actively working towards Chartered status.
• Experience providing holistic financial planning advice within an Independent Financial Planning firm.
• Strong technical knowledge across pensions, investments and tax planning.
• Excellent relationship-building and communication skills.
• A genuine passion for delivering long-term financial planning and outstanding client service.

Responsibilities

• Provide holistic financial planning across retirement, investments, tax and protection, with ongoing strategic reviews for existing clients.
• Collaborate with paraplanners, administrators and fellow planners to deliver high-quality advice.
• Help clients make informed financial decisions throughout life stages in a supportive, professional environment.

Skills

Chartered Financial Planner status

Holistic financial planning

Pensions

Investments

Tax planning

Relationship-building

Client service

Education

Chartered status

Job description

mbf is seeking an experienced Financial Planner in Sutton Coldfield for a hybrid role (3 days in the office). You will join a collaborative team delivering ongoing financial planning to an established portfolio of high net worth clients, supported by paraplanners and administrators.

The firm emphasizes client-first service, technical excellence and long-term relationships over short-term targets. You’ll focus on retirement, investments, tax and protection planning within a professional team.