Senior Financial Planner — Leadership Path & Equity

mbf; Greater London; Hybrid; GBP 90,000 - 100,000; Full time

Benefits offered by this job

Bonus potential

Equity potential

Fellowship support

Private medical

Job summary

mbf in London is seeking a Senior Lead Financial Planner to join a founder-led practice on a hybrid basis. You will advise an established client book, shape the advice process and technology as the firm scales, and mentor junior planners while building a team.

You’ll work directly with the founders, with flexible arrangements and outcomes-based reward, including bonus and potential equity. The role targets a senior professional with Chartered status, CAS/SM&CR experience, and a drive to grow a

Qualifications

• Chartered status and substantial experience advising private clients at a senior level.
• Credibility to be a visible face of the business with clients and introducers.
• Appetite for building process, people and proposition, not just your own caseload.
• Current CAS, with SM&CR Certified Person experience an advantage.

Responsibilities

• Advise a book of established clients while helping shape how the firm delivers advice as it scales.
• Input into the investment proposition, the advice process and the technology the business runs on.
• Mentor and develop junior planners and paraplanners, with the chance to build out your own team.
• Work directly with the founders on the direction of the business, not several layers removed from decisions.
• Enjoy real flexibility on how and where you work, judged on outcomes rather than hours.

Skills

Chartered status

Senior client advisory

Credibility with clients

People & process building

Education

Chartered status

Job description

mbf in London is seeking a Senior Lead Financial Planner to join a founder-led practice on a hybrid basis. You will advise an established client book, shape the advice process and technology as the firm scales, and mentor junior planners while building a team.

You’ll work directly with the founders, with flexible arrangements and outcomes-based reward, including bonus and potential equity. The role targets a senior professional with Chartered status, CAS/SM&CR experience, and a drive to grow a