Financial Planner - mbf. : Job Details

We’re working with a respected and growing Wealth Planning and Investment Management business who are seeking a Financial Planner to join their Saffron Walden team.

This is a fantastic opportunity for an ambitious adviser to step into an established client portfolio, with a clear pathway for long-term growth in a supportive, partner-led environment.

The opportunity:

• Immediate portfolio of existing clients to manage from day one
• Additional tranche of clients to be transitioned in year two
• Modest business development expectations, with emphasis on relationship management
• Hybrid working model (3 days in the office, 2 days from home)
• Collaborative, values-driven culture within a partner-owned firm

About the firm:

With over 30 staff and partners, the firm combines the investment standards of a large financial institution with the accessibility and client-focus of a boutique. Having recently expanded through acquisition, they are committed to delivering high-quality, bespoke financial planning and investment solutions across pre- and post-retirement planning, estate planning, and tax-efficient strategies.

What they’re looking for:

• Minimum 3 years’ private client wealth planning experience
• Progressing towards Chartered Financial Planner status (or equivalent)
• Strong interpersonal and communication skills, with the ability to inspire trust and build lasting client relationships
• Commercially minded, motivated, and solutions-focused

If you’re a Financial Planner seeking a role with an immediate client base and the chance to grow within a thriving and supportive firm, we’d love to hear from you.