Paraplanner
other jobs mbf.
Added before 6 Days
- England,North West,Greater Manchester
- Full Time, Contract
- £50,000 - £60,000 per annum
Job Description:
Full job descriptionParaplanner (15-Month FTC – Maternity Cover)
Private Wealth Management | HNW & UHNW Clients | Hybrid (UK)
Salary: up to £60,000 + Excellent Benefits (Negotiable)
We are working with a leading UK private wealth management firm seeking an experienced Paraplanner to join their team on a 15-month fixed term contract to cover maternity leave. This is a rare opportunity to work closely alongside one of the firm’s top Financial Planners, supporting an established portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
This role requires someone confident operating at the highest level of financial planning, with strong technical ability and experience supporting complex client needs.
The RoleYou will play a key role within a high-performing advisory team, providing comprehensive paraplanning support including:
*Production of high-quality suitability reports and technical recommendations
*Cashflow modelling and detailed financial analysis for HNW/UHNW clients
*Research across a broad range of sophisticated planning solutions
*Liaising closely with Financial Planners, investment teams, and clients where required
*Ensuring all advice and documentation meets regulatory and compliance standards
*Supporting complex planning areas including tax, estate planning, pensions, and investment structuring
About YouTo be considered, you will need:
*Diploma in Regulated Financial Planning (minimum requirement)
*Ideally Chartered or working towards Chartered status
*Proven paraplanning experience within HNW/UHNW client environments
*Strong technical knowledge across financial planning strategies and products
*Excellent report writing and analytical skills
*Ability to work with autonomy in a fast-paced, high-calibre advisory setting
*Strong attention to detail and a client-focused mindset
The Offer*Salary up to circa £60,000 (depending on experience)
*Highly attractive benefits package
*15-month fixed term contract (maternity cover)
*Hybrid working model – minimum 1 day in office, ideally up to 3 days
*Opportunity to work closely with a leading UK Financial Planner and complex client base
This is an excellent opportunity for an experienced Paraplanner looking to operate at the top end of the market within a prestigious private wealth environment on a fixed-term basis.
To apply or for a confidential discussion, please get in touch.
Private Wealth Management | HNW & UHNW Clients | Hybrid (UK)
Salary: up to £60,000 + Excellent Benefits (Negotiable)
We are working with a leading UK private wealth management firm seeking an experienced Paraplanner to join their team on a 15-month fixed term contract to cover maternity leave. This is a rare opportunity to work closely alongside one of the firm’s top Financial Planners, supporting an established portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
This role requires someone confident operating at the highest level of financial planning, with strong technical ability and experience supporting complex client needs.
The RoleYou will play a key role within a high-performing advisory team, providing comprehensive paraplanning support including:
*Production of high-quality suitability reports and technical recommendations
*Cashflow modelling and detailed financial analysis for HNW/UHNW clients
*Research across a broad range of sophisticated planning solutions
*Liaising closely with Financial Planners, investment teams, and clients where required
*Ensuring all advice and documentation meets regulatory and compliance standards
*Supporting complex planning areas including tax, estate planning, pensions, and investment structuring
About YouTo be considered, you will need:
*Diploma in Regulated Financial Planning (minimum requirement)
*Ideally Chartered or working towards Chartered status
*Proven paraplanning experience within HNW/UHNW client environments
*Strong technical knowledge across financial planning strategies and products
*Excellent report writing and analytical skills
*Ability to work with autonomy in a fast-paced, high-calibre advisory setting
*Strong attention to detail and a client-focused mindset
The Offer*Salary up to circa £60,000 (depending on experience)
*Highly attractive benefits package
*15-month fixed term contract (maternity cover)
*Hybrid working model – minimum 1 day in office, ideally up to 3 days
*Opportunity to work closely with a leading UK Financial Planner and complex client base
This is an excellent opportunity for an experienced Paraplanner looking to operate at the top end of the market within a prestigious private wealth environment on a fixed-term basis.
To apply or for a confidential discussion, please get in touch.
Job number 3817709
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