mbf. in City of London invites an experienced Wealth Planning Administrator to join their Wealth Management team.
The role provides crucial admin support to Wealth Planners, acts as a first point of contact for clients, and coordinates with Client Services and product providers in a hybrid working setup. You will handle onboarding, case processing, data accuracy, and liaison with paraplanning, valuations, and processing teams while meeting AML requirements.
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Wealth Planning Coordinator | Hybrid Role 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.
