At a Glance
- Tasks: Prepare suitability reports and conduct research across financial planning cases.
- Company: mbf is a respected wealth management firm located in Liverpool.
- Benefits: Offers a competitive salary of £40,000 - £47,000 and various benefits.
- Other info: Flexible schedule available for this position.
- Why this job: This role provides a valuable opportunity to advance your career in a supportive environment.
- Qualifications: Ideal candidates should have a background in paraplanning and strong attention to detail.
The predicted salary is between 40000 - 47000 £ per year.
mbf, a respected wealth management firm in Liverpool, is seeking an experienced Paraplanner to join their team. This role offers a competitive salary of £40,000 - £47,000 and various benefits.
You will prepare suitability reports, conduct research across financial planning cases, and maintain accurate client records. Ideal candidates will have a background in paraplanning, strong attention to detail, and a proactive approach.
This is a valuable opportunity to further your career in a supportive environment.
Paraplanner: Growth Role with Flexible Schedule in Liverpool employer: mbf
mbf is a well-regarded wealth management firm based in Liverpool, offering a competitive salary and various benefits. The team values proactive individuals who are looking to grow in their careers within a supportive environment.