mbf, a respected independent chartered financial planning practice in Cardiff, is seeking an experienced Paraplanner to join a close-knit team. You’ll work directly with the Managing Director, providing dedicated 1-to-1 support and taking an active role in the client journey.
The role suits a proactive, detail-oriented professional who thrives on adviser support and high-quality service, supported by a dedicated admin team to allow focus on technical work.
#J-18808-LjbffrParaplanner to MD: 1:1 Client-Impact Support in Cardiff employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
