Locations: Peterborough
mbf.·United Kingdom
Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry. Due to continued growth, they are looking to appoint a Junior Paraplanner to join their team. This is an excellent opportunity for someone looking to take the next step in their financial planning career, offering the chance to work…
mbf.·United Kingdom
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 as a…
mbf.·United Kingdom
We are currently recruiting for an IFA Administrator to join a highly regarded and growing financial planning firm. This is an excellent opportunity for an experienced administrator from a financial services background to become part of a professional, client-focused organisation that prides itself on delivering high-quality, tailored financial advice and exceptional client service. The Company This well-established financial services firm…
mbf.·United Kingdom
We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Planning Administrator to join their growing team.…
mbf.·United Kingdom
Financial Planning Administrator - Part-Time Morpeth, Northumberland Three days per week Salary negotiable, depending on experience A well-established independent financial planning firm in the centre of Morpeth is looking for an experienced Financial Planning Administrator to join its small and exceptionally stable team. This is a permanent, three-day-per-week opportunity for someone who enjoys administration, values flexibility and wants to wo...
mbf.·United Kingdom
An outstanding opportunity has arisen for an ambitious and commercially minded Protection Adviser to join one of London's fastest-growing financial services businesses and take ownership of its Protection proposition. This is far more than a traditional advisory role. You'll be responsible for establishing, developing and growing an entire Protection function within a highly successful financial services group that already works…
mbf.·United Kingdom
A fantastic opportunity has arisen for an experienced Protection Adviser to join one of London's fastest-growing financial services businesses as it continues to invest heavily in the expansion of its Protection division. This is far more than a traditional Protection Adviser role. You'll be joining an ambitious, entrepreneurial organisation with an established client base and the opportunity to play a…
mbf.·United Kingdom
We are delighted to be partnering with a highly respected, fully independent financial planning firm that has built an outstanding reputation within the industry. As an award-winning organisation, they are recognised for delivering exceptional client outcomes while creating a supportive and rewarding environment for their employees. Due to continued growth, they are now seeking an experienced IFA Sales Support Administrator…
mbf.·United Kingdom
We are currently working in partnership with a highly successful boutique Financial Planning firm to recruit an experienced Paraplanner. Our client is a well-established, fully independent practice with an excellent reputation for delivering high-quality, client-focused advice. Due to continued growth, they are now looking to add an experienced Paraplanner to their close-knit team. This role offers the opportunity to work…
mbf.·United Kingdom
We’re partnering with a well-established, client-focused financial planning organisation who are looking to appoint an experienced Team Manager to lead their Client Experience team - consisting of Paraplanners and IFA Administrators. This is a brilliant opportunity for a confident and people-focused leader to take ownership of a high-performing team that plays a vital role in supporting financial planning advisers and…
mbf.·Peterborough, United Kingdom
An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation operating across the Cambridgeshire region. This is a rare chance to build a high-quality client bank through warm introductions, working in partnership with established local offices and their loyal customer base. The Opportunity You will work closely with 1–3 established…
mbf.·United Kingdom
Our client is a well-established and highly regarded financial planning firm that has experienced significant growth in recent years. Through a combination of strategic expansion and a strong commitment to client outcomes, they have built a reputation for delivering high-quality, tailored advice. With continued growth plans in place, they are now looking to strengthen their technical team by adding an…
mbf.·United Kingdom
Financial Planner / Adviser Albrighton, Wolverhampton | Hybrid and flexible working 30,000 to 40,000 plus uncapped bonus and benefits MBF are currently working with a growing Financial Planning business in Albrighton to recruit a Financial Planner. This opportunity could suit either a newly qualified Adviser looking to achieve CAS, or someone in the earlier stages of their advisory career who…
mbf.·United Kingdom
Trainee Paraplanner Nelson, Lancashire | Office Based | 28,000 Have you been looking for a way into Financial Planning but aren't sure where to start? A well-established Financial Planning firm is looking to recruit a Trainee Paraplanner to join its technical team. If you've never come across the role before, a Paraplanner works alongside Financial Advisers, carrying out research, analysing…
mbf.·United Kingdom
An exceptional opportunity has arisen to join a highly respected, Chartered financial planning firm based in the heart of the City of London. Established for many years, the business has built an outstanding reputation for delivering independent, holistic financial planning to high-net-worth individuals, families and business owners, with professionalism, technical excellence and long-term client relationships at the core of everything…
mbf.·United Kingdom
Paraplanner / Senior Paraplanner Edinburgh | Up to 50,000 + Bonus + Outstanding Benefits An ambitious and rapidly expanding national Financial Planning business is looking to recruit both a Paraplanner and a Senior Paraplanner as part of the continued growth of its Edinburgh office. These are genuine growth opportunities created through continued expansion, not replacement hires. Further recruitment is expected…
mbf.·United Kingdom
An outstanding opportunity has arisen to join a highly respected boutique Independent Financial Adviser as their Compliance Officer, taking responsibility for the SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) functions. This is a senior leadership role within a successful and growing wealth management business that advises high-net-worth individuals, entrepreneurs and families. The successful candidate will work clo...
mbf.·United Kingdom
Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their team. This is an excellent opportunity for a technically strong Paraplanner who is looking to develop their career within a highly respected organisation, working…
mbf.·United Kingdom
Are you an experienced Paraplanner looking for a genuinely flexible role within a growing, forward-thinking wealth management business? We're working on behalf of a rapidly expanding, well-backed financial planning firm seeking to appoint an additional Paraplanner as part of its continued national growth. This is an excellent opportunity to join a collaborative technical team where your expertise will be valued,…
mbf.·United Kingdom
An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation with an established presence across Cambridgeshire. This is a rare opportunity to inherit a consistent flow of warm introductions whilst building a high-quality client bank through strong relationships with an established network of local offices and their loyal customer base.…
mbf.·United Kingdom
IFA Administrator Edinburgh Salary up to 32,000 plus benefits We are working with one of Scotland’s fastest-growing financial planning businesses to recruit an experienced IFA Administrator for its expanding Edinburgh team. The company is a large, independently owned practice with Chartered Financial Planner status. Despite its continued growth, it retains the feel and values of a boutique firm, providing high-quality…
mbf.·United Kingdom
We’re working with a highly successful, boutique financial planning practice based in Burnham-on-Sea, who are looking to welcome an IFA Administrator into their friendly and close-knit team. This is a fantastic opportunity to join a business where people genuinely enjoy coming to work. The team is supportive, down-to-earth and collaborative, with a strong focus on delivering a high level of…
mbf.·United Kingdom
Senior Financial Planning Administrator London | Hybrid (3 Days Office / 2 Days Home after Probation) Up to 40,000 + Outstanding Benefits Are you an experienced Financial Services Administrator looking to join one of the UK's most prestigious wealth management firms? A leading national Financial Planning and Investment Management business is seeking a Senior Financial Planning Administrator to support a…
mbf.·United Kingdom
Financial Planner - Birmingham (Hybrid) Location: Birmingham (Hybrid - 1 day per week from home, with additional flexibility for client commitments) Salary: 70,000 - 80,000+ (Negotiable, dependent on experience) Contract: Permanent, Employed A highly respected national wealth management and investment firm is seeking an experienced Financial Planner to join their Birmingham office. This is a rare opportunity to step into…
mbf.·United Kingdom
Paraplanner - Boutique Wealth Management | London | Up to 55,000 London (hybrid — 3 days office, 2 days home) 45,000 – 55,000 plus bonus and benefits The firm A small, highly regarded wealth management practice in central London, advising a private client base of business owners, professionals and retirees. The team is deliberately small, the client work is genuinely…
mbf.·United Kingdom
We are currently working in partnership with a highly successful boutique Financial Planning firm to recruit an experienced Paraplanner. Our client is a well-established, fully independent practice with an excellent reputation for delivering high-quality, client-focused advice. Due to continued growth, they are now looking to add an experienced Paraplanner to their close-knit team. This role offers the opportunity to work…
mbf.·United Kingdom
We are currently recruiting on behalf of a highly successful, independent financial planning firm that is looking to appoint an IFA Administrator to join their growing team. This is an excellent opportunity to join a well-established and ambitious business that currently manages approximately 300M in assets under management and has clear plans for continued growth through organic expansion. The firm…