Wealth Planner (Hybrid) with Chartered Path

mbf; Greater London; Hybrid; GBP 65,000 - 80,000; Full time

Benefits offered by this job

Discretionary annual bonus

Private medical insurance

Death in service cover

Hybrid working

Study towards Chartered status

Job summary

mbf in London is seeking a Financial Planner to join an independent wealth manager. You will service an existing client bank alongside Discretionary Investment Managers, delivering integrated financial planning and advice.

The role requires Level 4 Diploma in Regulated Financial Planning, strong pensions and inheritance tax knowledge, and experience in risk profiling and cashflow forecasting. Hybrid working is offered with a salary of £65,000–£80,000 plus discretionary bonus and benefits.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Strong knowledge of pensions and inheritance tax.
• Experience with suitability, risk profiling and cashflow forecasting.
• Comfortable working with investment managers as part of an integrated service.
• Team player with a client-first mindset and business awareness.

Responsibilities

• Provide financial planning and advice to an established bank of private clients.
• Carry out suitability work and assess risk tolerance and capacity for loss.
• Conduct cashflow forecasting and related planning activities.
• Incorporate pensions and inheritance tax planning where appropriate.
• Collaborate closely with Discretionary Investment Managers to deliver integrated planning and investment services.
• Develop new business through referrals or professional networks (not mandatory).

Education

Level 4 Diploma in Regulated Financial Planning

Chartered status (desirable)

Job description

mbf in London is seeking a Financial Planner to join an independent wealth manager. You will service an existing client bank alongside Discretionary Investment Managers, delivering integrated financial planning and advice.

The role requires Level 4 Diploma in Regulated Financial Planning, strong pensions and inheritance tax knowledge, and experience in risk profiling and cashflow forecasting. Hybrid working is offered with a salary of £65,000–£80,000 plus discretionary bonus and benefits.