Senior Paraplanner – Private Wealth, Leeds

Senior Paraplanner – Private Wealth, Leeds

Leeds Full-Time No working from home possible
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MBF in Leeds is seeking an experienced Paraplanner to join a private wealth team. You will provide technical support across pensions, investments and other financial planning products, producing accurate suitability reports and client reviews.

The role is full-time and office-based in Leeds city centre. You should have at least three years of paraplanning experience, strong technical knowledge, and solid Excel skills; Level 4 Diploma preferred, with study support offered.

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Contact Details:

mbf Recruitment Team