Senior Paraplanner & Client Manager — Lead Client Advisory
Listed on 2026-10-10
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Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Financial Services
mbf. is seeking a Senior Client Manager - Paraplanner to take greater responsibility for client relationships while working closely with Financial Planners in Warrington, Cheshire.
The role includes attending client meetings, developing planning strategies, and providing advice within your authority. You will be a Level 4 Diploma holder with strong paraplanning experience and excellent communication skills, enabling you to discuss strategies directly with clients and support the advisory
We would love to welcome a new Senior Paraplanner & Client Manager — Lead Client Advisory to our organisation in Lymm, England, United Kingdom.
This opportunity is for the Senior Paraplanner & Client Manager — Lead Client Advisory role at mbf.
We are seeking a motivated Senior Paraplanner & Client Manager — Lead Client Advisory to join mbf. in Lymm, England, United Kingdom.
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