mbf. is seeking an experienced Client Manager to support a Chartered Adviser in Stansted, delivering a seamless client experience from onboarding through ongoing financial planning and investment administration.
You will manage day-to-day relationships, coordinate meetings, prepare documentation, maintain compliant records, liaise with providers, and support investments while collaborating with Advisers and Paraplanners.
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Client Success Manager – Financial Planning (Hybrid) 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.
