Rural Financial Planner – Field-Based, Build Your Network in Holt

Rural Financial Planner – Field-Based, Build Your Network in Holt

Holt Full-Time Remote
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mbf is seeking an experienced Financial Planner to join a customer-owned financial services organisation. The role is home-based/field-based, covering North Walsham, Swaffham and Holt, with warm introductions from an established network and full paraplanning, technical and administrative support.

You will provide advice across pensions, investments, protection and estate planning, building lasting client relationships by meeting clients face-to-face and engaging with the local business

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Rural Financial Planner – Field-Based, Build Your Network in Holt 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.

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Contact Details:

mbf Recruitment Team