mbf is seeking an experienced Paraplanner to progress into a Financial Planner role. You will join as a Client Manager, taking day-to-day responsibility for your own clients and working closely with Financial Planners.
The role is authorised, with opportunities to attend meetings, build trusted relationships and develop planning strategies. There is a clear progression path toward becoming a Financial Planner, with a meaningful client-facing focus from day one.
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Client Manager - Path to Financial Planner in Northwich 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.
