mbf is seeking an experienced Paraplanner to join the team in Taunton, offering a hybrid working arrangement and a highly competitive package. You will support Financial Planners with technical research and suitability reports.
The role suits someone with solid paraplanning experience, a CII Level 4 Diploma, and strong knowledge across pensions, investments and protection. You will develop robust strategies, prepare compliant reports, and help progress within an ambitious, supportive environment.
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Senior Paraplanner β Technical, Hybrid, Growth Path 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.