mbf. is seeking a Senior Client Manager - Paraplanner to take greater responsibility for client relationships while working closely with Financial Planners in Warrington, Cheshire.
The role includes attending client meetings, developing planning strategies, and providing advice within your authority. You will be a Level 4 Diploma holder with strong paraplanning experience and excellent communication skills, enabling you to discuss strategies directly with clients and support the advisory
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Senior Paraplanner & Client Manager — Lead Client Advisory in Lymm 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.
