At a Glance
- Tasks: Prepare reports, conduct research, and participate in client meetings as you grow into an adviser role.
- Company: mbf., a leading firm in London with a focus on mentorship and development.
- Benefits: Up to £45,000 salary, bonuses, full study support, and comprehensive benefits.
- Other info: Enjoy hybrid work and a supportive environment with a defined client bank.
- Why this job: Kickstart your career in finance with hands-on experience and a clear path to advising.
- Qualifications: No prior experience required; just a passion for finance and helping clients.
The predicted salary is between 39600 - 48400 £ per year.
mbf. in London is seeking a Paraplanner to Junior Adviser on a structured 15‑month path into client‑facing advice.
Hybrid work is offered with a salary up to £45,000 plus bonus, full study support and comprehensive benefits.
You will work with senior planners to prepare suitability reports, conduct research and recommendations, and sit in on client meetings from early on—observing then contributing as you progress toward advising.
A defined client bank awaits you at the transition stage.
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Paraplanner to Junior Adviser - Hybrid, Mentored Route 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.
