mbf. with a Top 50 UK financial services organisation is seeking an experienced Paraplanner to join their collaborative environment.
You will work closely with Partners and Financial Planners, providing high-quality technical support across pensions, investments and financial planning for high-net-worth and ultra-high-net-worth clients. Key responsibilities include preparing detailed financial planning reports and recommendations, developing bespoke solutions, liaising with clients, supporting
#J-18808-LjbffrSenior Paraplanner – High‑Net Worth Focus | Hybrid Role in Gloucester employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
