mbf. is seeking an experienced Senior Client Manager - Paraplanner, Client Facing in Warrington, Cheshire. You will manage a defined group of clients, attend meetings with Financial Planners and develop planning strategies, with authority to provide advice when needed.
Expect a salary of £40,000-£50,000 with a discretionary bonus and excellent benefits. The role emphasizes client-facing responsibility, technical paraplanning expertise and delivering high-quality service across Investments,
#J-18808-Ljbffr
Senior Paraplanner: Client-Facing Lead 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.
