Paraplanner
other jobs mbf.
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
Paraplanner – UHNW Clients
London | Hybrid Working | Salary up to £60,000 + Bonus + Benefits
We are working with a super high net worth banking and wealth advisory business that supports a select portfolio of high-net-worth and ultra-high-net-worth individuals and families with complex financial affairs.
This is a rare opportunity to join a highly respected, technically driven environment where paraplanners are viewed as specialists and play a central role in delivering sophisticated, high-quality advice. You’ll be working alongside experienced advisers, directors, and client relationship managers, gaining exposure to complex client scenarios and contributing directly to client outcomes.
The Role
As a Wealth Planner (Paraplanner), you will be a key part of the wealth planning team, supporting the delivery of holistic financial advice to a UHNW client base.
This is not a traditional report-writing role, you will be actively involved in the advice process, working collaboratively across the business and contributing to high-level financial planning decisions.
Key Responsibilities
*Supporting advisers and senior stakeholders in delivering comprehensive financial planning strategies
*Conducting detailed technical analysis across pensions, investments, trusts, and broader wealth structures
*Building and maintaining sophisticated cashflow models, including scenario testing and long-term projections
*Preparing high-quality suitability reports, financial plans, and supporting documentation
*Attending client meetings where appropriate to support the advisory process
*Reviewing existing client arrangements and providing technical insight and recommendations
*Keeping up to date with market developments, legislation, and planning strategies
About You
*Experienced Paraplanner within a regulated wealth management or financial planning firm
*Minimum Level 4 Diploma qualified (Chartered status or working towards is highly desirable)
*Strong technical knowledge across pensions, investments, tax, and wealth structuring
*Experience working with high-net-worth or ultra-high-net-worth clients preferred
*Confident in building and interpreting cashflow models
*Excellent attention to detail and strong analytical capability
*A collaborative mindset with the confidence to contribute to technical discussions
Salary & Benefits
*Competitive salary up to £60,000
*Annual discretionary bonus
*Pension scheme
*Private medical insurance
*Income protection
*Death in service cover
*Season ticket loan
*Subsidised gym membership
*Cycle to work scheme
*Employee Assistance Programme
*Hybrid working
London | Hybrid Working | Salary up to £60,000 + Bonus + Benefits
We are working with a super high net worth banking and wealth advisory business that supports a select portfolio of high-net-worth and ultra-high-net-worth individuals and families with complex financial affairs.
This is a rare opportunity to join a highly respected, technically driven environment where paraplanners are viewed as specialists and play a central role in delivering sophisticated, high-quality advice. You’ll be working alongside experienced advisers, directors, and client relationship managers, gaining exposure to complex client scenarios and contributing directly to client outcomes.
The Role
As a Wealth Planner (Paraplanner), you will be a key part of the wealth planning team, supporting the delivery of holistic financial advice to a UHNW client base.
This is not a traditional report-writing role, you will be actively involved in the advice process, working collaboratively across the business and contributing to high-level financial planning decisions.
Key Responsibilities
*Supporting advisers and senior stakeholders in delivering comprehensive financial planning strategies
*Conducting detailed technical analysis across pensions, investments, trusts, and broader wealth structures
*Building and maintaining sophisticated cashflow models, including scenario testing and long-term projections
*Preparing high-quality suitability reports, financial plans, and supporting documentation
*Attending client meetings where appropriate to support the advisory process
*Reviewing existing client arrangements and providing technical insight and recommendations
*Keeping up to date with market developments, legislation, and planning strategies
About You
*Experienced Paraplanner within a regulated wealth management or financial planning firm
*Minimum Level 4 Diploma qualified (Chartered status or working towards is highly desirable)
*Strong technical knowledge across pensions, investments, tax, and wealth structuring
*Experience working with high-net-worth or ultra-high-net-worth clients preferred
*Confident in building and interpreting cashflow models
*Excellent attention to detail and strong analytical capability
*A collaborative mindset with the confidence to contribute to technical discussions
Salary & Benefits
*Competitive salary up to £60,000
*Annual discretionary bonus
*Pension scheme
*Private medical insurance
*Income protection
*Death in service cover
*Season ticket loan
*Subsidised gym membership
*Cycle to work scheme
*Employee Assistance Programme
*Hybrid working
Job number 3687215
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mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...