mbf is a Leeds-based wealth management firm seeking an experienced Financial Planning Administrator to support Financial Advisers and Paraplanners. You will maintain client records, process new business and help deliver a high-quality service to clients.
You will handle administration across investments and pensions, prepare application forms, client disclosures and provider information, and ensure AML compliance while keeping accurate files and updating client data in Intelligent Office.
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Wealth Planning Administrator - Growth & Benefits in Guiseley 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.
