mbf is seeking a Senior Paraplanner to take ownership of complex, high-value financial planning work within a collaborative and highly regarded team. You will produce high-quality suitability reports across a broad range of planning areas for a varied client base.
You will work alongside Chartered Financial Planners, supporting high-net-worth and ultra-high-net-worth clients, with a focus on accuracy, compliance, and professional development within a supportive environment.
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Senior Paraplanner for HNW Financial Planning in Cheltenham 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.
