Current jobs related to Paraplanner / Client Manager - London, Greater London - mbf.

  • Wealth Management Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Brevere Group Full time

    Paraplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...

  • Wealth Management Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Brevere Group Full time

    Paraplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...

  • Wealth Management Paraplanner

    1 day ago

    London, Greater London, United Kingdom Brevere Group Full time

    Paraplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver technical and Paraplanning services to clients, providing insight...

  • Wealth Management Paraplanner

    2 days ago

    London, Greater London, United Kingdom Brevere Group Full time

    Paraplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver technical and Paraplanning services to clients, providing insight...

  • Paraplanner

    1 day ago

    London, Greater London, United Kingdom Antony George Recruitment Full time

    Job Title: ParaplannerJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a key role in supporting our Financial Advisers in delivering exceptional client service and achieving business growth.Key Responsibilities:Review and analyze client data to identify opportunities for financial...

  • Paraplanner

    1 day ago

    London, Greater London, United Kingdom Antony George Recruitment Full time

    Job Title: ParaplannerJob Summary:We are seeking a highly skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a key role in supporting our Financial Advisers in delivering exceptional client service and achieving business growth.Key Responsibilities:Review and analyze client data to identify opportunities for financial...

  • Senior Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job OpportunityJob Title: Senior Paraplanner - Client FocusedJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: LondonJob Description:Job Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will be responsible for providing...

  • Wealth Management Paraplanner

    2 days ago

    London, Greater London, United Kingdom Brevere Group Full time

    Paraplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...

  • Wealth Management Paraplanner

    2 days ago

    London, Greater London, United Kingdom Brevere Group Full time

    Paraplanner - Wealth ManagementWe are seeking a skilled Paraplanner to join our team at Brevere Group, a leading Financial Planning firm. As a Paraplanner, you will play a crucial role in delivering bespoke wealth management solutions to our Private and SME Clients.Key Responsibilities:Deliver holistic technical and Paraplanning services to clientsProvide...

  • Paraplanner

    1 week ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...

  • Paraplanner

    7 days ago

    London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are assisting a leading wealth management firm based in London to find a skilled Paraplanner to join their growing business.The Role: ParaplannerYou will be working within a busy team providing excellent service to the Partner and our High Net Worth client base. Your responsibilities will include:Collecting client information and preparing suitability...

  • Experienced Paraplanner for HNW Clients

    2 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanning Expert for HNW ClientsWe are seeking an experienced Paraplanner to provide full technical paraplanning support to a Financial Adviser working with High Net Worth clients.Key Responsibilities:Support the Principal Partner of the firm across HNW ClientsAttend Client meetings with the Adviser, action all post meeting paraplanning requirementsFull...

  • Experienced Paraplanner for HNW Clients

    2 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanning Expert for HNW ClientsWe are seeking an experienced Paraplanner to provide full technical paraplanning support to a Financial Adviser working with High Net Worth clients.Key Responsibilities:Support the Principal Partner of the firm across HNW ClientsAttend Client meetings with the Adviser, action all post meeting paraplanning requirementsFull...

  • Junior Paraplanner

    1 month ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewSalary: 30-35K based on experienceAbout the Company:A reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position Summary:The Trainee Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth management organization....

  • Junior Paraplanner

    1 month ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewSalary: 30-35K based on experienceAbout the Company:A reputable and well-established Wealth Management firm specializing in Discretionary Investment Portfolios.Position Summary:The Junior Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth management organization....

  • Junior Paraplanner

    1 month ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewSalary: 30-35K based on experienceAbout the Company:JJ SEARCH LIMITED is a reputable firm specializing in Wealth Management, managing Discretionary Investment Portfolios.Position Summary:The Junior Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth management...

  • Experienced Paraplanner for HNW Clients

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanning Support OpportunityWe are seeking an experienced Paraplanner to provide full technical support to a Financial Adviser working with High Net Worth clients.Key Responsibilities:Support the Adviser in client meetings and action post-meeting paraplanning requirementsFull ownership of the end-to-end paraplanning cycle, including cashflow modelling,...

  • Experienced Paraplanner for HNW Clients

    1 week ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Paraplanning Support OpportunityWe are seeking an experienced Paraplanner to provide full technical support to a Financial Adviser working with High Net Worth clients.Key Responsibilities:Support the Adviser in client meetings and action post-meeting paraplanning requirementsFull ownership of the end-to-end paraplanning cycle, including cashflow modelling,...

  • Junior Paraplanner

    1 month ago

    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Job OverviewSalary: 30-35K based on experienceAbout the Company:JJ SEARCH LIMITED is a prominent Wealth Management firm specializing in Discretionary Investment Portfolios.Position Summary:The Junior Paraplanner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a respected wealth management organization. This...

  • Senior Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Paraplanner to support its team of Advisers in providing holistic Financial Advice to High Net Worth Clients. As a Senior Paraplanner, you will be responsible for providing full paraplanning support, including reporting, cash flow modelling, and recommendations. You will work closely with the Advisers to build strong...

Paraplanner / Client Manager

3 months ago

London, Greater London, United Kingdom mbf. Full time

We have recently been advised by a UHNW Wealth Management business that due to a consistently increased workload, they are in the market for a Paraplanner / Client Manager.

Their offices are in central London although they do offer flexible working fromhome (minimum 2 days in the office).

The company:

This business were founded in Zurich less than 10 years ago by Senior Executives from the likes of Coutts.

They were set up to compete for clients with this type of organisation and have grown quickly, with offices in Manchester and London and a presenceacross the UK.


The company work exclusively with UHNW private clients (£3M+) and family office clients (£75M+), with Planners often having to use all of their knowledge and resources to find complex Investment and tax planning solutions to suit their client's needs.


The company are one of the most exciting Wealth Managers around right now and have grown from a single office in Zurich to now having 4 UK offices including London and Manchester and over £1.2Bn of client funds under management.

They've also won awards recognisingtheir service and achievements

The Role:


The Paraplanner / Client Manager position is a Paraplanner type role that would suit someone who enjoys a varied role, with as much emphasis on Paraplanning and Technical work as providing a first class administrative service to clients.


Purpose of the role:

  • Individuals appointed to the role are required to provide excellence in service to and make a significant contribution in the delivery of quality advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
  • This is to be achieved by providing proactive and efficient support to Clients and Client Partners, ensuring client service excellence.
  • The Paraplanner / Client Manager role is key to the business providing full administration support to Financial Planners and directly to Clients, ensuring that all business is accurately processed expediently to high service standards. Furthermore, Paraplanner/ClientManagers will support Financial Planners in the provision of 'paraplanning' i.e. collating fact find information, profiling, recommendation, delivery and ongoing service phases of our advice process.
  • This role combines administration and paraplanning.
  • A Paraplanner / Client Manager will have sufficient technical expertise to understand client affairs, avoid the situation where a small administrative item is missed that could have a significant impact on the client's affairs and drive the quality advice.
  • Paraplanner / Client Managers should become the trusted 'first port of call' for the Client and their advisers on a day to day basis.

The Package:

Salary will be to £60,000


The client also has a fantastic benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus.