Senior Paraplanner & Client Manager — Lead Client Advisory

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

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