mbf is recruiting an experienced Paraplanning Team Leader for its growing Financial Planning division in the City of London. You will manage a team of 8 Paraplanners, provide technical guidance on pensions, investments and tax planning, and work closely with senior leadership to improve processes and client outcomes.
The role combines hands-on technical paraplanning with people management and strategic development opportunities within a major UK Wealth Management organisation.
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Lead Paraplanner – Team Leader, Wealth Planning in London 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.
