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Senior Paraplanner: Client-Facing Lead

Job in Plymouth, Devon, PL2, England, UK
Listing for: mbf.
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Services
Salary/Wage Range or Industry Benchmark: 40000 - 50000 GBP Yearly GBP 40000.00 50000.00 YEAR
Job Description & How to Apply Below

mbf. is seeking an experienced Senior Client Manager - Paraplanner, Client Facing in Warrington, Cheshire. You will manage a defined group of clients, attend meetings with Financial Planners and develop planning strategies, with authority to provide advice when needed.

Expect a salary of £40,000-£50,000 with a discretionary bonus and excellent benefits. The role emphasizes client-facing responsibility, technical paraplanning expertise and delivering high-quality service across Investments,

We would love to welcome a new Senior Paraplanner:
Client-Facing Lead to our group in England, United Kingdom.

This opportunity is part of our work in Sales.

The advertised compensation is 40.000 - 50.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Senior Paraplanner:
Client-Facing Lead role in the description above.

Position Requirements
10+ Years work experience
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