At a Glance
- Tasks: Provide FCA-regulated financial planning support and collaborate with clients on their wealth strategies.
- Company: mbf., a growing advisory firm in London with a supportive team culture.
- Benefits: Flexible work options, competitive salary, and opportunities for professional growth.
- Other info: Opportunity to tailor your role towards client-facing or technical work based on your strengths.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: 3+ years in financial services with strong knowledge of planning, pensions, and investments.
The predicted salary is between 45000 - 55000 £ per year.
mbf. is expanding its UK advisory function in London, recruiting Desk-Based Advisers and Paraplanners at varying levels to join the established team.
The role involves FCA-regulated financial planning support across a wide range of client scenarios, with flexibility for more client-facing or more technical work depending on experience.
Typical requirements include 3+ years in financial services, strong understanding of planning, pensions, investments and tax.
#J-18808-Ljbffr
Senior Paraplanner: Wealth Planning & Client Impact 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.
