Explore a fulfilling Financial Adviser role at MFP Wealth Management located in beautiful Christchurch, Dorset. This position combines client-focused service with a robust emphasis on financial planning.
We are seeking a Servicing Financial Adviser to join our award-winning team at MFP Wealth Management. This employed role focuses on holistic financial planning for high-net-worth clients, requiring a solid technical background and the ability to build meaningful relationships. You will be entrusted with a diverse portfolio of approximately 50 client families, delivering quality advice without sales pressure.
Key Responsibilities:
• Deliver holistic financial planning advice across various domains
• Foster solid client trust and maintain relationships
• Tailor lifetime financial plans based on individual needs
• Provide proactive financial advice and high-quality service
• Comply with regulatory and professional standards
Requirements:
• At least three years of experience in a relevant role
• Diploma in Financial Planning or equivalent
• Expertise in tax-efficient investment and retirement planning
• Warm, service-oriented demeanor and exceptional interpersonal skills
• Effective use of technology to enhance planning
Experience a rewarding career as a Servicing Financial Adviser with MFP Wealth Management.
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