mbf is seeking an experienced Paraplanner in Taunton for a hybrid role, supporting Financial Planners and Administrators with technical and research expertise. You will prepare robust suitability reports and contribute to strategic financial planning across pensions, investments and protection.
The role suits a candidate with strong paraplanning experience, a CII Level 4 Diploma, and a drive to progress within a growing, client-focused business.
#J-18808-Ljbffr
Senior Paraplanner — Complex Planning & Career Growth in Taunton 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.
