High Net Worth Financial Planner
1 week ago
Mbf, a national investment management and financial planning firm, seeks a highly skilled Senior Paraplanner to join their Financial Planning team.
This role is perfect for experienced Paraplanners holding or working towards Chartered status via the CII, offering a flexible remote setup with occasional office presence (one a quarter). The position presents an attractive opportunity for individuals seeking balance between professional growth and personal flexibility.
As a Senior Paraplanner, you will collaborate closely with two Senior Financial Planners managing large high-net-worth client portfolios.
Responsibilities:
- Partnering with Financial Planners to understand client financial goals
- Developing high-quality suitability reports and recommendations
- Conducting thorough product, fund, and investment option research and analysis
- Maintaining compliance with regulatory and internal standards
- Providing client query assistance and support coordination
- Crafting cash flow models and performing risk assessments
- Supporting client reviews with detailed documentation
Requirements:
- Diploma in Financial Planning (DipPFS) or equivalent; Chartered status is highly desired
- Deep technical knowledge of financial products
- Proven paraplanning experience within wealth management or financial advisory
- Exceptional written communication skills
- Proficiency with financial planning software and Microsoft Office
- Attention to detail and prioritization skills
Perks:
- Flexible remote work arrangement
- Competitive salary: $90,000 - $130,000 per year, comprehensive benefits package, and pension contributions
- Ongoing professional development and career advancement opportunities
This is an exciting chance for a talented Paraplanner to grow professionally and personally in a dynamic, supportive environment.
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