Mortgage referral leads, friendly collaborative team environment and Career progression opportunities!
Are you an experienced Protection Advisor looking for your next chapter?
About the Mortgage Brokerage
With decades of combined experience in mortgage solutions, insurance protection, and comprehensive financial services, the team understand that each journey to financial success is unique, their dedicated team of experts is committed to crafting tailored strategies that meet your goals.
The client is seeking to recruit a Senior/Experienced Paraplanner who is looking to have more contact with clients and have a genuine impact on the advice process.
Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager.
The client is a national financial planning practice who have grown significantly over the past 5 years, the business has a number of offices across the country and a strong reputation in the South West.
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
Key Responsibilities
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.