At a Glance
- Tasks: Provide financial planning support and prepare compliant recommendations for clients.
- Company: Leading international investment management firm with a strong reputation in London.
- Benefits: Career progression, supportive team environment, and professional development opportunities.
- Other info: Exciting opportunity for growth in a reputable firm.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Strong technical background in financial planning and FCA regulations.
The predicted salary is between 40000 - 50000 £ per year.
mbf. is a leading international investment management and financial planning firm in London, expanding its UK advisory function.
This desk-based role offers progression for paraplanners and advisers with a strong technical background.
The successful candidate will provide FCA-regulated financial planning support, conduct fact-finding, prepare reports, and deliver compliant recommendations while working with an experienced team.
#J-18808-Ljbffr
Senior Paraplanner – Wealth Planning & Technical Advisory 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.
