In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.
Are you an experienced Paraplanner?
Are you looking to enhance your career with more technical challenges?
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.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion.
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.