mbf. is a Midlands-based Chartered Financial Planning firm seeking an experienced Associate Financial Planner (Paraplanner) to join a collaborative planning pod and deliver high-quality technical planning for high net worth private clients.
This hybrid role in Sutton Coldfield offers close work with Financial Planners, producing suitability reports, cashflow models and technical analysis while supporting complex cases and contributing to Chartered status.
#J-18808-LjbffrHybrid Paraplanner – High‑Net‑Worth Planning Pod 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.
