MBF is seeking an experienced Paraplanner to join our modern, ambitious Manchester-based financial planning firm. This hybrid role combines high-quality technical paraplanning with shaping the future of AI-driven processes, supporting Financial Planners and contributing to AI strategy.
You will prepare suitability reports, conduct complex technical research, and assist high-net-worth clients across pensions, investments, protection, retirement, tax and estate planning while championing process
#J-18808-LjbffrParaplanner: AI-Driven Financial Planning (Hybrid) 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.
