mbf. seeks a Chartered Senior Paraplanner in London to join a leading private wealth management team. You will work with experienced Wealth Planners and a Client Support Executive, focusing on technical and client-facing aspects of financial planning.
Role involves attending client meetings, delivering complex solutions, and supporting high-net-worth client relationships, with a clear path into Wealth Planning/advice over 2–4 years.
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Chartered Senior Paraplanner to Wealth Planner (Hybrid) 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.
