At a Glance
- Tasks: Provide FCA-regulated financial planning support and prepare compliant recommendations.
- Company: Leading international investment management firm based in London.
- Benefits: Career progression, supportive team environment, and professional development opportunities.
- Other info: Exciting opportunity for growth in a reputable firm.
- Why this job: Join a dynamic team and make a real impact in wealth planning.
- Qualifications: Strong technical background in financial planning and paraplanning experience.
The predicted salary is between 45000 - 55000 £ per year.
mbf. is a leading international investment management and financial planning firm in London, expanding its UK advisory function.
This desk-based role offers progression for paraplanners and advisers with a strong technical background.
The successful candidate will provide FCA-regulated financial planning support, conduct fact-finding, prepare reports, and deliver compliant recommendations while working with an experienced team.
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Senior Paraplanner – Wealth Planning & Technical Advisory in London 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.
