Senior Paraplanning Professional

1 week ago

London, Greater London, United Kingdom mbf. Full time

Established in the financial industry with over 100 years of experience, mbf is a reputable investment management and financial planning organisation seeking a skilled Senior Paraplanner to join their expanding Financial Planning team.

This role is ideally suited to experienced, career-oriented Paraplanners who hold or are working towards Chartered status via the CII. With a predominantly remote setup, requiring office presence only occasionally (one a quarter), this opportunity offers flexibility without compromising on professional growth and challenge.

As a Senior Paraplanner at mbf, you will work closely with two Senior Financial Planners managing substantial high-net-worth client portfolios.

Key Responsibilities:

  • Collaborating with Financial Planners to understand and support client financial objectives
  • Preparing high-quality, tailored suitability reports and recommendations
  • Conducting thorough research and analysis on a range of financial products, funds, and investment options
  • Ensuring all reports and advice adhere to regulatory and internal compliance standards
  • Assisting with client queries and coordinating follow-up support as needed
  • Creating cash flow models and performing risk assessments to underpin planning recommendations
  • Supporting client review processes with detailed documentation for annual and ad-hoc reviews

Qualifications and Skills:

  • Diploma in Financial Planning (DipPFS) or equivalent; Chartered status (or progression towards it) is highly desirable
  • Strong technical knowledge of financial products, including pensions, investments, and protection
  • Proven experience in a paraplanning role within wealth management or financial advisory
  • Excellent written communication skills with the ability to produce clear, accurate, and compliance-focused reports
  • Proficiency with financial planning software (e.g., Voyant, FE Analytics) and Microsoft Office
  • High attention to detail, capable of managing multiple priorities, and a proactive approach to client service

Benefits:

  • Flexible hybrid working arrangement with minimal office attendance
  • Competitive salary: $80,000 - $120,000 per annum, discretionary bonus, comprehensive benefits package including pension contributions and private medical insurance
  • Supportive environment with opportunities for professional development and career progression

This is an exceptional opportunity for a dedicated Paraplanner looking to deepen their expertise in a stable, professional environment, ideal for those passionate about paraplanning as a career.

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