Inherit UHNW Client Book — Senior Financial Planner Remote

mbf. is seeking an experienced Financial Planner to inherit a high-quality UHNW client book and cultivate long-term relationships with ultra-high-net-worth families across the UK.

You will take over a well-established portfolio following an acquisition, with a 12–18 month transition period before full ownership, and the role supports flexible home-based working with office access as needed.

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