Elevate your financial planning career at MFP Wealth Management in Christchurch, Dorset. This role offers flexible schedule 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 solid 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
Strong 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.
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