Job Description
mbf. in City of London invites an experienced Wealth Planning Administrator to join their Wealth Management team.
The role provides crucial admin support to Wealth Planners, acts as a first point of contact for clients, and coordinates with Client Services and product providers in a hybrid working setup. You will handle onboarding, case processing, data accuracy, and liaison with paraplanning, valuations, and processing teams while meeting AML requirements.
About mbf.