mbf is seeking a Chartered Senior Paraplanner to join its leading private wealth management business, serving a sophisticated HNW/UHNW client base. This role is highly client-focused, working closely with two Wealth Planners and a Client Support Executive to emphasize technical and client-facing aspects of financial planning.
You will attend client meetings, help manage complex cases, and play a key part in delivering accurate and compliant advice with senior support.
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Chartered Senior Paraplanner | Hybrid & HNW Wealth Planning in City of London 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.
