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.
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.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
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.