Elevate your financial planning career at MFP Wealth Management in Christchurch, Dorset. This role offers flexible hours and focuses on holistic financial advice for high-net-worth clients.

MFP Wealth Management is searching for a dedicated Financial Planner, also referred to as a Servicing Financial Adviser. This employed role emphasizes building robust client relationships and delivering personalized financial planning without sales targets. You'll support approximately 50 families, working closely with an experienced Managing Director to deliver high-quality, independent financial advice.

Key Responsibilities: • Provide holistic advice on investments, retirement,



and tax planning • Build trusted client relationships in person and online • Analyze financial circumstances and create tailored plans • Deliver ongoing advice and exceptional service to clients • Ensure compliance with all regulatory requirements

Requirements: • Minimum three years as a Financial Planner or Adviser • Diploma in Financial Planning or equivalent • Solid knowledge in cashflow forecasting and tax-productive investments • Emotional intelligence and excellent communication skills • Confidence in using technology to enhance client experiences

Deliver thoughtful planning and service excellence as a Financial Planner with MFP Wealth Management. #J-18808-Ljbffr

📌 Financial Planner At Mfp Wealth Management Parry Sound District
🏢 MFP Wealth Management
📍 Parry Sound District