mbf. is seeking a Paraplanner for a Liverpool or Southport hybrid role, offering a salary up to £50,000 with a transparent bonus and excellent benefits. You will support Financial Advisers across pensions, investments and broader financial planning.
You'll prepare suitability reports, conduct research, and help maintain high-quality client documentation while working within regulatory standards. A strong track record in UK paraplanning and Level 4 Diploma are preferred.
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Senior Paraplanner — Hybrid, 9‑Day Fortnight, Up to £50k 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.
