mbf. seeks a Senior Paraplanner to own high-value financial planning work and deliver high-quality suitability reports for a diverse client base, including HNWIs. You will collaborate with Chartered Financial Planners, supporting complex pensions, investments and inheritance tax planning.
Join a supportive team where professional development and exceptional client outcomes are central to the culture, with hybrid working and a strong benefits package.
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Senior Paraplanner — Hybrid Role with Chartered Path 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.
