Senior Financial Planning Assistant
3 weeks ago
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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