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Financial Advisor: Client & Investment Planning

Job in Nottingham, Nottinghamshire, NG1, England, UK
Listing for: mbi Staffing
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Financial Advisor: Client Growth & Investment Planning

mbi Staffing is searching for an experienced financial planner to deliver personalised investment solutions while helping clients achieve their long-term financial goals. The ideal candidate will need to have over 2 years of industry experience and hold relevant qualifications such as a CII Diploma in Regulated Financial Planning.

This position involves building client relationships and preparing accurate financial plans, with strong support from administration and compliance teams to allow focus on business development.

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