mbf. is seeking a Paraplanner to join a City-based Private Bank on a 12-month fixed-term contract covering maternity leave. The role supports a UHNW client base within Wealth Planning, working with Wealth Planners and Investment Managers.
The ideal candidate will have Paraplanning experience, a DipPFS (Level 4) and strong knowledge of pensions, investments, and estate planning. Hybrid working is offered.
#J-18808-LjbffrPrivate Wealth Paraplanner – 12-Month FTC (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.
