mbf, a private wealth management firm in Leeds, is seeking an experienced Financial Planning Administrator to support advisers and paraplanners and maintain accurate client records.
The role covers pre-completing forms, submitting new business, handling costs disclosures, and using Intelligent Office and MS Excel/ Word to manage data.
Excellent benefits, exam support, pension contributions, and clear progression opportunities are on offer.
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Wealth Planning Admin – Client Onboarding & Support in Leeds 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.
