Client Manager – Path to Financial Planner

mbf is seeking an experienced Paraplanner to progress into a Financial Planner role. You will join as a Client Manager, taking day-to-day responsibility for your own clients and working closely with Financial Planners.

The role is authorised, with opportunities to attend meetings, build trusted relationships and develop planning strategies. There is a clear progression path toward becoming a Financial Planner, with a meaningful client-facing focus from day one.

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