As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success.
Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being.
Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion.
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team.
Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
They have multiple offices across the UK and are a growing presence nationally.
We are currently recruiting for a Legal Assistant to join our Private Client team.
You will provide an efficient and effective administrative support to the team in which you work, enabling the team to function effectively and achieve its objectives.
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
General
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager.
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.
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.