mbf. is seeking a Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes.
The role involves comprehensive administrative and client support, case submissions, documentation, and diary management across a regulated wealth planning environment. You will mentor junior colleagues, contribute to training and quality checks, and help drive efficiency across the team while maintaining strong client service standards.
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Senior Wealth Planning Specialist (Hybrid) 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.
