Senior Financial Planner — Established Client Bank

mbf; Manchester; On-site; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

mbf in Manchester is recruiting an experienced Financial Planner to take over an established client bank and provide continuous, high-quality financial advice. This client-centric role focuses on servicing and relationship management rather than chasing new business.

The firm offers a competitive £60,000–£85,000 basic salary plus a bonus, with flexible working arrangements and a commitment to long-term client relationships within a Chartered practice.

Qualifications

• Experienced in client servicing and relationship management.
• Ability to advise across pensions, investments and retirement planning.

Responsibilities

• Client servicing and relationship management for an established client bank.

Skills

Client relationship management

Education

Diploma qualified, ideally Chartered or working towards it

Job description

mbf in Manchester is recruiting an experienced Financial Planner to take over an established client bank and provide continuous, high-quality financial advice. This client-centric role focuses on servicing and relationship management rather than chasing new business.

The firm offers a competitive £60,000–£85,000 basic salary plus a bonus, with flexible working arrangements and a commitment to long-term client relationships within a Chartered practice.