At a Glance
- Tasks: Support advisers by preparing reports and managing client files in a dynamic environment.
- Company: mbf, a leading firm in London focused on wealth planning.
- Benefits: Hybrid working model, potential for permanent position, and career progression.
- Other info: Exciting opportunity for growth in a supportive and collaborative setting.
- Why this job: Join a growing team and make a real difference in financial planning.
- Qualifications: Strong organisational skills and a passion for finance.
The predicted salary is between 38250 - 46750 £ per year.
mbf in London is seeking a Junior Paraplanner to support advisers and help deliver high-quality financial planning and client service.
The role offers hybrid working with three days in the office and clear potential for progression into a permanent position.
Key responsibilities include preparing SOS, producing reports for various transactions, assisting onboarding, and maintaining compliant files while supporting data management and post-meeting tasks.
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Junior Paraplanner - Hybrid Wealth Planning Growth 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.
