mbf. is a leading national independent financial advice firm in London seeking a Paraplanner to join the Wealth Planning team and support advisers who deliver holistic financial planning to private clients.
As a Paraplanner you will conduct research into client financial arrangements, prepare technical reports and recommendations, analyse investments, pensions and protection, and support client reviews. This hands-on role offers structured training, funded exams, hybrid working, and clear
#J-18808-LjbffrParaplanner with Growth Focus - Hybrid, Exam Support 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.
