Wealth Planner

mbf.; City Of London; On-site; GBP 70,000 - 110,000; Full time

Job summary

mbf. is seeking a high‑quality wealth planner to join its wealth planning arm, providing complex advice to UHNW private clients. The role sits within a team delivering comprehensive financial guidance, including pensions and tax, and forms the cornerstone of mbf.'s wealth management offering.

The successful candidate will manage high‑value client relationships, develop new business, and ensure profitable, compliant planning. Ongoing professional development and qualifications are encouraged.

Qualifications

• Experience advising high-net-worth individuals on wealth planning and tax strategies.
• In-depth knowledge of pensions and taxation.
• FCA-approved regulatory qualification at Level 4 or above.
• Advanced Financial Planning Certificate, Chartered Financial Planner, or equivalent.
• Current SPS (Statement of Professional Standing).
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Manage a portfolio of high-value client relationships and oversee wealth planning strategies.
• Develop new client relationships through marketing efforts and your network.
• Provide financial advice across pensions, tax, and planning areas with compliance in mind.
• Conduct regular client meetings, document actions, and ensure swift implementation.
• Take primary responsibility for new client setup, sign‑off, and suitability for advice structures.
• Identify and communicate new planning opportunities beneficial to clients.
• Support portfolio managers with planning knowledge and clarity on financial strategies.
• Contribute content for external distribution and internal training.
• Maintain knowledge through ongoing professional development and exams.

Skills

Wealth planning

Tax strategies

Pensions knowledge

Client relationship mgmt

Regulatory compliance

MS Word

MS Excel

PowerPoint

Education

FCA-approved regulatory qualification Level 4+

Advanced Financial Planning Certificate

Chartered Financial Planner

SPS (Statement of Professional Standing)

Tools

Intelliflo Office

The Exchange

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.

Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering.

What You’ll Do:

• Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies.
• Develop new client relationships through active marketing efforts and your professional network.
• Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and alignment with their best interests.
• Conduct regular client meetings, document agreed actions, and ensure swift implementation.
• Take primary responsibility for new client setup, sign-off, and suitability for advice structures.
• Identify and communicate new planning opportunities beneficial to clients.
• Serve as a knowledge resource for portfolio managers on financial planning matters.
• Contribute content for external distribution and internal training.
• Continuously update your knowledge through professional development and examinations.

Qualifications and Experience:

• Experience in advising high-net-worth individuals on wealth planning and tax strategies.
• In-depth knowledge of pensions and taxation.
• FCA-approved regulatory qualification at Level 4 or above.
• Advanced Financial Planning Certificate, Chartered Financial Planner, or equivalent.
• Current Statement of Professional Standing (SPS).
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Preferred:

• Familiarity with fund management, professional advisory, IFA, or life company industry.
• Pension Transfer Specialist qualification.
• Excellent understanding of major wealth planning strategies in the UK marketplace.
• Knowledge of Intelliflo Office and The Exchange.

Who You Are:

• Professional, organised, and motivated self-starter.
• Strong interpersonal and communication skills.
• Ability to present complex matters clearly and concisely.
• Strong analytical and numeracy skills.
• Ability to build strong working relationships across all levels.
• Demonstrated willingness to learn, develop, and collaborate for excellent client outcomes

Seize the opportunity to join a global leader in investment management and contribute to our mission of empowering clients for a prosperous future.