Mbf is seeking an ambitious Paraplanner in Godalming, United Kingdom, to evolve into a Financial Planner. The successful candidate will work collaboratively with experienced Financial Planners, attending client meetings and supporting complex financial planning cases. Responsibilities include preparing reports, conducting research, and client management in a structured pathway towards becoming a Financial Adviser. A Level 4 Diploma in Regulated Financial Planning is required. The position offers a salary of £40,000 – £43,000 with a supportive culture, aiming for long-term development.
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