mbf. is seeking an experienced Paraplanner to join a Top 50 UK financial services organisation’s growing planning division. You will prepare detailed reports and collaborate with Financial Planners to tailor bespoke solutions for high-net-worth clients, ensuring high-quality service and regulatory compliance.
The role offers a hybrid working model, career progression, and comprehensive support including training and exam opportunities.
#J-18808-LjbffrSenior Paraplanner - HNW Wealth, Hybrid & Progression in Cheltenham 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.
