mbf. in London seeks an experienced Paraplanner to join the Wealth Planning Team. You will work with private clients and collaborate with the team to ensure clear, well-documented, and compliant wealth planning advice.
The role operates within an International team, handling cases with international elements and high-net-worth clients. You will engage with clients and providers, contributing to high-level financial planning and reporting.
#J-18808-LjbffrSenior Paraplanner – High‑Net‑Worth Wealth 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.
