mbf is seeking an experienced Paraplanner to join its independent Financial Planning team. You'll provide technical support across the advice process for high net worth clients, preparing suitability reports and analysing pensions, investments and protection.
You will work with a team of advisers on bespoke recommendations, handling complex retirement, tax and estate planning cases. Hybrid working with two days in the office near Lichfield, rest from home.
#J-18808-LjbffrSenior Paraplanner for UHNW Planning | Hybrid Role in Lichfield 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.
