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?
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.
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.
Are you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team?
As a Paraplanner with us, you will play a pivotal role in supporting our Financial Planning team by leveraging your comprehensive understanding of core financial planning solutions.
An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplanner to join their team in Bath on a permanent basis.
Mbf are working with a national financial planning organisation in Bath to recruit a Financial Services Administrator.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
The Senior FP&A Analyst role encompasses traditional FP&A responsibilities (such as supporting analysis and reporting of the Company's performance, key parts in budgeting and presentations for high level stakeholders).
Your new company
The Senior FP&A Analyst role is a full-time and permanent role.
You will work for a leading organisation in its sector.