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Paraplanning Professional
2 months ago
We are seeking a skilled Paraplanner to join our team at mbf. as a key member of our financial planning department.
Key Responsibilities- Support Financial Advisors in the preparation of financial plans and reports
- Conduct thorough research and analysis to ensure accurate and up-to-date information
- Develop and maintain strong relationships with clients to understand their financial goals and objectives
- Collaborate with the team to identify and implement process improvements
- Stay up-to-date with industry developments and best practices
- A competitive basic salary of up to £40,000
- Hybrid working arrangement with flexibility to work from our office in Sale, Greater Manchester
- Opportunities for career growth and professional development
- Share options and employee ownership
mbf. is a forward-thinking, employee-owned company that values collaboration, innovation, and employee growth. We are committed to providing a supportive and inclusive work environment that allows our team members to thrive.
Requirements- Level 4 Qualified or working towards this qualification
- Strong analytical and report-writing skills
- Proactive and eager to contribute to a growing business
- Excellent communication and teamwork skills
