Paraplanner - HNW/UHNW Wealth, 15-month FTC, Hybrid in Birmingham

Paraplanner - HNW/UHNW Wealth, 15-month FTC, Hybrid in Birmingham

Birmingham Full-Time No working from home possible
mbf

mbf. is seeking an experienced Paraplanner for a 15-month maternity cover contract in Birmingham. The role requires expertise in financial planning and experience with HNW/UHNW clients, providing support to a leading Financial Planner.

Key responsibilities include producing suitability reports, cashflow modelling, and ensuring compliance. A strong technical knowledge and report writing ability are essential. The position offers a competitive salary of up to Β£60,000 and a hybrid working model.

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mbf

Contact Details:

mbf Recruitment Team