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talent solution experts within financial planning and asset management

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unique and tailored solutions.

Combining proven recruitment methods with cutting-edge AI integration, we deliver exceptional results by harnessing the power of both tradition and innovation.

     
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our sectors.

Industry leading experts in talent acquisition.

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Though our business has evolved by integrating AI into our process, our approach remains resolutely unchanged.

A ring is a symbol of trust, and in business, it represents the trust that clients & candidates have in our company to deliver quality services.

A ring is a symbol of trust, and in business, it represents the trust that clients & candidates have in our company to deliver quality services.

A ring is a symbol of trust, and in business, it represents the trust that clients & candidates have in our company to deliver quality services.

latest vacancies

IFA Administrator

  • Bath
  • £28,000 - £35,000 + Bonus and benefits

We are working with a highly regarded, fully independent financial planning practice, known for delivering personalised, high-quality advice to its clients. This is a rare opportunity to join a small,...

Compliance Manager

  • West Midlands, Birmingham, West Midlands, Birmingham, Bromsgrove
  • up to £50,000 plus benefits (potentially negotiable)

Compliance Manager Financial Planning Firm | South Birmingham | Hybrid Working An established and growing Financial Planning firm based in South Birmingham is seeking an experienced Compliance M...

Paraplanner - hybrid working

  • Cardiff
  • £38,000 - £48,000 + Bonus and company benefits

We are working with a highly successful, Chartered and fully independent financial planning practice in the centre of Cardiff to recruit an additional Paraplanner. Our client is known for delivering t...

Employee Benefits Administrator

  • Bath
  • £24,000 - £28,000 + Bonus and benefits

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing...

Employee Benefits Administrator

  • Gloucester
  • £24,000 - £28,000 + Bonus and benefits

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, provi...

Paraplanner – 2 days in the office & 3 days WFH

  • Fareham
  • £40,000 - £50,000 + Bonuses and benefits

An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team in Whiteley. This is an exciting oppo...

Paraplanner – 2 days in the office & 3 days WFH

  • Bournemouth
  • £40,000 - £50,000 + Bonuses and benefits

An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team in Bournemouth.  This is an exciting ...

Paraplanner - 2 days in the office

  • Gloucester
  • £45,000 - £55,000 + Bonus and benefits

MBF is partnering with a national, chartered and fully independent financial planning practice to recruit an experienced Paraplanner to join their growing Gloucester team. This is an exciting oppor...

Paraplanner - 2 days in the office

  • Bath
  • £45,000 - £55,000 + Bonuses and benefits

MBF is partnering with a national, chartered and fully independent financial planning practice to recruit an experienced Paraplanner to join their growing Bath team. This is an exciting opportunity...

Senior Financial Planner - Client book provided

  • Minehead
  • £60,000 - £70,000 + Bonus and benefits

mbf are proud to be partnering with a well-established, fully independent financial planning firm known for delivering holistic advice and maintaining an outstanding reputation across Devon and Somers...

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