High Net Worth Financial Planner

1 week ago


London, Greater London, United Kingdom mbf. Full time

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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