You will work closely with the Financial Planners by providing technical support in the process of servicing Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
Are you a CAD Technician or Draughtsperson with a background in joinery, looking to work on luxury residential projects and collaborate closely with cabinetmakers to create bespoke furniture for prestigious properties across the UK and abroad?
On offer is the chance to join a growing team, creating detailed 2D AutoCAD drawings and working on the entire process of producing high-quality, custom joinery.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
This role is best suited to individuals that have been Paraplanning for at least 1 year with report writing experience ready to hit the ground running within the supportive business.