Associate Financial Planner - Hybrid, Path to Chartered

Associate Financial Planner - Hybrid, Path to Chartered

Full-Time No working from home possible
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mbf. is seeking an Associate Financial Planner to join its Wealth Planning team, blending paraplanning and associate advisory duties to deliver holistic financial planning to a high‑quality HNW client base.

You will gain exposure to client relationships and more complex planning work over time, with support through exams and progression to Chartered status, and a flexible hybrid working pattern.

This is an excellent stepping stone for ambitious professionals aiming to move into advisory roles.

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Associate Financial Planner - Hybrid, Path to Chartered employer: mbf

MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.

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Contact Details:

mbf Recruitment Team