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Financial Planner

  • Nottinghamshire, Nottingham
  • Permanent
  • Negotiable depending on experience, plus benefits

Job details.

Financial Planner - Nottingham - holistic financial planning & modelling

Salary negotiable depending on experience and qualifications

MBF are currently working with a boutique, award winning firm of holistic, Chartered Financial Planners who specialise in building tailored financial solutions for their HNW client base. They are seeking an experienced Advisor to help them to service existing clients as well as develop new business opportunities.

About the Role: Our client is currently searching for a Senior Financial Planner, responsible for advising high-net-worth clients. You will be expected to deliver exceptional service, build networks, and contribute to firm growth.

The company believe in tailoring their approach to the needs of the client and therefore candidates must have experience and knowledge of a wide range of products and services.

Requirements:

·         Passion for client care and excellence

·         Chartered or working towards CFP (Level 6/7)

·         Minimum 5 years' advisory experience

·         Strong integrity and work ethic

Benefits:

·         Group benefits

·         Discretionary bonus

·         Agile working

·         Study support

·         Wellbeing services

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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