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Wealth Planning Administrator – City of London Salary: Up to £38,000 (plus quarterly bonuses) Location: City of London Type: Full-time, permanent An excellent opportunity has arisen for an experienced Wealth Planning Administrator to join a highly regarded and well-established financial planning firm based in the City of London. This is a key ...

Company: mbf. Careers (2 days ago)

Personal Assistant / Office Manager Wakefield, Predominantly office-based Circa £40,000+ depending on experience 25 days’ holiday plus bank holidays | Private health insurance An established financial planning business in Wakefield is looking to appoint an experienced Personal Assistant or Office Manager to play a central role in the day-to-day ...

Company: mbf. Careers (2 days ago)

We are working with a highly regarded, independent Chartered Financial Planning firm in Exeter who are looking to appoint a Financial Planning Administrator to join their friendly and growing team. This is a fantastic opportunity to join a boutique business that prides itself on its welcoming culture, supportive environment and genuinely client- ...

Company: mbf. Careers (2 days ago)

We are working with a multi award winning, national financial planning organisation to recruit an Office Manager. Our client is a market leading business with offices across the UK; they have grown substantially over the past few years and have an exceptional reputation across the South West of England. This is a great opportunity for someone who ...

Company: mbf. Careers (2 days ago)

Self-Employed Financial Planner / Appointed RepresentativeA better home for you, your clients and your business Successful Financial Planners do not always move because they need more clients or a higher fee split. Sometimes, they simply want fewer headaches. Fewer “misunderstandings” about what was agreed. Fewer broken promises. Fewer operational ...

Company: mbf. Careers (2 days ago)

A well-established private bank is seeking a Business Standards & Quality Manager to join its Compliance / Training & Competence (T&C) function. This is an excellent opportunity for a Paraplanner or suitability reviewer looking to transition into a broader compliance-focused role, with clear progression into a T&C Supervisory ...

Company: mbf. Careers (2 days ago)

Financial Advisor – Clients Provided Liverpool, Southport or Lancaster Up to £45,000, potentially higher for significant experience | 25% new-business bonus | Excellent benefits This is an opportunity to join a modern financial-planning proposition built around a simple idea: give Advisers the clients, technology and support they need, then allow ...

Company: mbf. Careers (2 days ago)

An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth ...

Company: mbf. Careers (2 days ago)

Are you passionate about financial planning and dedicated to providing top-notch service to clients in the media, arts, and creative industries? If so, we invite you to consider an exciting opportunity with an independent advisory practice that operates at the pinnacle of the market. We are a forward-thinking advisory firm that has experienced ...

Company: mbf. Careers (2 days ago)

The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated ...

Company: mbf. Careers (2 days ago)

Paraplanner to Junior Adviser - London Title: Paraplanner to Junior Adviser | Clear Route into Advice | London | Up to £45,000 Location: London (hybrid) Salary: £38,000 – £45,000 plus bonus, full study support and benefits The opportunity Most paraplanning roles promise a route into advice. Very few put a timeline on it. This one does. You'll join ...

Company: mbf. Careers (2 days ago)

A highly regarded boutique wealth management firm is seeking a Wealth Executive to join its growing team in London. This is an excellent opportunity for either a Junior Paraplanner looking to take the next step in their career or an experienced Paraplanner seeking greater client exposure and a clear route for long-term progression. The firm ...

Company: mbf. Careers (2 days ago)

An exciting opportunity has arisen for a skilled Paraplanner to join a prestigious, City-based Private Bank on a 12-month fixed-term contract covering maternity leave. This is a rare chance to work with a high-performing Wealth Planning team supporting an established UHNW client base. While this is initially a contract role, there is potential for ...

Company: mbf. Careers (2 days ago)

An excellent opportunity has arisen for an experienced Corporate Financial Planner to join a highly regarded, independent wealth management firm. This role offers immediate responsibility for a well-established, high-quality client portfolio of circa 300 corporate clients, with the current adviser retiring within the next 12 months. The initial ...

Company: mbf. Careers (2 days ago)

An exciting opportunity has arisen for an experienced Senior Employee Benefits Consultant to join a highly regarded financial advisory team within a leading professional services firm. This role sits within a specialist Employee Benefits function, providing strategic advice to a diverse corporate client base, including SMEs, larger organisations, ...

Company: mbf. Careers (1 day ago)