Committed to the professional development and wellbeing of our people
Continually striving for how we can develop as individuals and as a business. Enabling our people to thrive and achieve their personal and professional goals and qualifications.
From our junior trainees to more senior members of staff, we offer in-house training as well as funded accredited courses and we fully support staff with their studies.
This benefits both our company and our team and ensures that our team are motivated and offered progressive career paths.
Creating an environment where people feel empowered, respected and valued is important to us. Our team enjoy competitive salaries, longevity rewards, team-building activity days and social events.
The successful applicants will have a proven background within financial services, ideally in a wealth management setting. You will be part of the financial planning team and receive an extensive benefits package including Pension, BUPA, Denplan, income protection, company bonus scheme, longevity awards and opportunity to buy/sell holiday – this list is not exhaustive. Please note that we do not have UK sponsorship for the roles.
You will provide independent financial planning advice to the clients of MM Wealth including areas such as Pensions, Investments, Protection and Non-Mainstream Investments. You will have a minimum of 5 years’ experience in a wealth management setting, and have attained QCF Level 4 or equivalent as a minimum and ideally be working towards QCF Level 6. You will have great attention to detail along with excellent verbal and written communication skills. Having confidence to deal with people at all levels is essential. It would be desirable to have knowledge of Voyant cashflow modelling, CURO back office system and AJ Bell Custody Solutions (Figaro).
Client Relationship Manager (alternatively known as a Paraplanner)
You will support our Chartered Financial Planners dealing with high net worth clients, providing holistic financial planning. You will be the regular point of contact to deal with day-to-day enquiries from clients and manage diaries and client review meeting dates. You will have a minimum of 2 years’ experience of working in financial services and have attained QCF Level 4 or equivalent. You will support the firm’s client centric culture. It would be advantageous to have knowledge of Voyant cashflow modelling and the CURO back office system.
Fill out the form below to apply for a role:
Meet some of
our team
As independent financial advisers our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
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