mbf in Exeter is seeking a Financial Planning Administrator to join their growing team. The role provides administrative support to financial planners, manages client documentation, and helps prepare client meeting packs and reports.
This is a fantastic opportunity with full training and support towards professional qualifications. The firm offers a hybrid working pattern (3 days in the office, 2 from home), income protection cover, and clear career progression.
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Financial Planning Admin - Hybrid, Exam Support & Growth in Exeter 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.
