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Senior Financial Adviser HNW​/UHNW Portfolio

Job in Plymouth, Devon, PL2, England, UK
Listing for: mbf.
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 GBP Yearly GBP 70000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Adviser for HNW/UHNW Portfolio

mbf. is seeking an experienced Financial Adviser to join its team in Plymouth. The role involves managing a substantial portfolio of approximately 100 high-net-worth and ultra-high-net-worth clients, providing tailored financial planning and maintaining long-term client relationships.

The ideal candidate will have at least 3 years of experience and be diploma qualified. A competitive salary of up to £70,000, quarterly bonuses, and comprehensive benefits package await the successful applicant.

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Position Requirements
10+ Years work experience
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