Financial Planner

We have a new Desk Based Financial Planner opportunity to join this well-established Wealth Management firm. This role specialises on Corporate Advice and Employee Benefits.You will actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client's needs.You will deliver Auto...

An opportunity has become available for a Financial Planning Admin on a remote basis to join a growing financial planning firm where you will be expected to travel to the office once a week. **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial...

**Job Title: Junior Employee Benefits/Corporate Financial Planner** **Salary: £35,000 - £40,000** **Location: Bath** A well-respected Financial Planning firm with a good reputation across in the market are looking for a new EB Consultant to come and join their growing advisory team and work with nourishing and developing existing clients within the...

Mbf are working with a national financial planning organisation in Bath to recruit a Financial Services Administrator. 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 role will involve working...

An exciting new opening has become available for a Water Resources Planner to support the development of the company’s Water Resources Management Plan (WRMP) and Drought Plan. **What’s the job?** As the Water Resources Planner, you will be supporting the production of the overall company’s water supply strategy and associated strategic plans. You...

**Senior Financial Planning Administrator, Bath** **£24,000 - £27,000 p.a. DoE plus discretionary bonus** **Hybrid Working** We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them. **Overview** - To provide administration support to the paraplanners...

Are you looking to join a firm that can offer you support, development and flexibility with hybrid working? The financial services administrator will primarily assist in the pre and post sales administration process supporting the Paraplanners and financial planners within the firm. This role offers a discretionary bonus, career progression, exam support and...

A great opportunity if you are looking to begin your career within Financial Services, or if you're looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must Full training will be provided and this is an office-based role Financial Services Administrator - The...

We have a fantastic opportunity for a Senior IFA Administrator or a Team Leader to join a well-respected, national firm of Financial Planners. Our client is well known across the UK with a particularly strong presence in the South West, they are fully independent and have won multiple industry awards.They are now looking to recruit a Team Leader to...

**To provide administration support to the Corporate Financial Planners and assist the team with day to day client administration, whilst delivering excellent service to clients.** **The Role** - Work with the Corporate Financial Planners and Client Service Manager to ensure that all clients are receiving the service they are paying for - Strive to build on...

Our client, a very successful and chartered financial planning firm in Bath are looking to appoint an experienced IFA/ Financial Services Administrator to join their experienced team on a permanent basis.This truly is a first-class opportunity to join one of the most reputable and prestigious financial planning firms.Our client offers fantastic career...

Mbf are working with a fully independent national Financial Planning organisation to recruit an IFA Sales Manager. The business are truly market leaders, they are one of the largest & most successful independent financial planning companies in the UK.They are now seeking to recruit a Sales Manager who will work closely with the already successful Financial...

I am recruiting for a fantastic wealth management firm. They are experiencing excellent growth and are looking to recruit an experienced IFA administrator to work within their paraplanning and Financial Planner team. You will provide support to the Financial Advisers and Paraplanner in order to provide clients with a professional and seamless ongoing...

This is a 12 month Fixed Term Contract position based in Bath on a hybrid basis (3 days in the office/2 remote)_ As a Senior Planner & Project Scheduler, you will report into the Factories Programme Manager. The successful applicant will have a strong technical planning and scheduling background and in addition will have previous experience of working on...

An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times! They are looking for an individual that has obtained their level 4 diploma, and has...

An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times They are looking for an individual that has obtained their level 4 diploma, and has...

An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times! They are looking for an individual that has obtained their level 4 diploma, and has...

**Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Bath** 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...

Mbf are working with an award winning, fully independent national Financial Services organisation to recruit an experienced Corporate Financial Planner. Our client provides holistic services across Wealth, Employee Benefits & Pensions, they are a leader in the industry and have grown significantly over the past few years. They are now seeking to recruit an...

GTS Banking and Finance is currently recruiting for an Employee Benefits Administrator for our client located in Bath. The role will involve supporting the Financial Planners and Employee Benefits Advisors across the following categories - Group Risk and Healthcare - Insurance benefits - such as group risk and group healthcare - Flexible benefits You will be...