Senior Financial Planning Assistant

3 weeks ago


Manchester, United Kingdom mbf Full time

Job Description:

Mbf seeks an experienced Senior Financial Planning Assistant to support its Manchester office. The ideal candidate will have a solid background in Wealth Management and Financial Planning, with experience working with UHNW clients.

Key Responsibilities:

  • Provide technical support to Chartered Financial Planning Partners.
  • Work closely with Planners and Financial Planning Administrators to deliver exceptional client service.
  • Develop and maintain cashflow models for clients.
  • Stay up-to-date with industry developments and best practices.

Benefits:

  • A competitive salary up to £55,000.
  • A comprehensive benefits package.
  • Opportunities for professional growth and development.
  • A supportive team environment.


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