Senior Financial Planner – High-Value Portfolio & Growth

mbf.; England; Hybrid; GBP 59,000 - 98,000; Full time

Benefits offered by this job

Bonus up to 30% of salary

Excellent benefits package

Job summary

mbf. is recruiting a Senior Financial Planner to manage an established high-value portfolio and deliver advanced financial planning across retirement, investments, tax and estate planning. You will develop relationships with clients and professional introducers while supporting business development within the region.

The role combines client delivery with strategic growth in a hybrid working model, spending time in Poole and meeting clients across Dorset as needed.

Qualifications

• Level 6 Advanced Diploma in Financial Planning (or equivalent) or above.
• Proven experience providing regulated financial advice to high-value clients.
• Strong knowledge of FCA regulations and compliance.
• Experience delivering holistic financial planning across retirement, investments, tax and estate planning.

Responsibilities

• Manage and develop an established portfolio of high-value clients, providing proactive and tailored financial planning advice.
• Build trusted, long-term relationships with clients and professional introducers.
• Provide comprehensive advice across retirement, investment, tax and estate planning.

Skills

Regulatory knowledge

Relationship management

Business development

Communication skills

Time management

CRM experience

Education

Level 6 Advanced Diploma in Financial Planning

Tools

CashCalc

Intelliflo

Job description

mbf. is recruiting a Senior Financial Planner to manage an established high-value portfolio and deliver advanced financial planning across retirement, investments, tax and estate planning. You will develop relationships with clients and professional introducers while supporting business development within the region.

The role combines client delivery with strategic growth in a hybrid working model, spending time in Poole and meeting clients across Dorset as needed.