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For Companies At a Glance
- Tasks: Support ultra-high-net-worth clients with personalised financial planning and investment advice.
- Company: Join a boutique wealth management firm in Mayfair, known for its client-first approach.
- Benefits: Enjoy a competitive salary, bonuses, private medical insurance, and annual incentive trips abroad.
- Why this job: Gain hands-on experience with elite clients and receive mentorship from industry leaders.
- Qualifications: Chartered or nearly Chartered status with strong paraplanning skills required.
- Other info: Flexible working culture with low adviser-to-client ratios for high-touch service.
The predicted salary is between 48000 - 64000 £ per year.
Location: London (Mayfair)
Salary: to £80,000 + Bonus + Benefits
We’re working with a boutique wealth management firm based in Mayfair, offering highly personalised financial planning and investment advice to an exclusive client base, including Magic Circle law partners, hedge fund managers, and senior professionals.
They are seeking a Chartered (or nearly Chartered) Paraplanner who is now ready to step into a Junior Financial Planner role. This is a rare opportunity to transition into advice with the full support of a highly respected firm.
The Role
You’ll be given a client bank of ultra-high-net-worth individuals, families, and trustees, and supported by the senior team to move into a full advisory role within 12 months. You’ll join client meetings from day one, begin building relationships, and receive mentoring directly from the Directors. The firm is genuinely client-first – no sales targets, no product pushing – just a focus on delivering outstanding, long-term financial advice.
About the Firm
Independent, directly authorised, and boutique in approach. Clients typically have £1M–£25M+ AUM. Close collaboration with in-house investment and tax specialists to deliver joined-up, technically robust advice. Low adviser-to-client ratios, high-touch service, and a mature, flexible working culture.
Package
Salary: to £80,000
Bonus: 10%+
Benefits: Full package including PMI, PHI, Pensions, annual incentive trips abroad etc
Location: London office (Mayfair)
Requirements
- Chartered or within one exam of Chartered status
- Strong technical background in paraplanning
- Confident communicator, capable of building relationships with sophisticated HNW clients
- A strong academic background and/or a track record of professional excellence would be advantageous
Chartered Paraplanner / Junior Financial Planner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner / Junior Financial Planner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with ultra-high-net-worth clients. Attend industry events or seminars where you can meet potential colleagues or mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the specific needs and concerns of ultra-high-net-worth individuals. Understanding their unique financial situations will help you stand out during interviews and demonstrate your readiness to engage with this client base.
✨Tip Number 3
Prepare to discuss your technical skills in paraplanning and how they can be applied in a financial advisory role. Be ready to give examples of how you've successfully supported financial planning processes in the past.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts in simple terms. This is crucial when dealing with sophisticated clients, and demonstrating this ability can set you apart from other candidates.
We think you need these skills to ace Chartered Paraplanner / Junior Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning and any qualifications that demonstrate your technical background. Emphasise your communication skills and ability to build relationships with high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention why you are interested in transitioning to a Junior Financial Planner position and how your skills align with their client-first approach.
Showcase Your Qualifications: Clearly state your Chartered status or progress towards it. If you are nearly Chartered, mention the specific exam you are close to completing and how this will benefit your future role in financial planning.
Highlight Relevant Experience: Include examples of your past work that demonstrate your ability to provide personalised financial advice. Discuss any experience you have with ultra-high-net-worth clients or in a similar boutique environment.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Chartered Paraplanner or Junior Financial Planner, it's crucial to demonstrate your strong technical background. Be prepared to discuss specific financial planning strategies and investment products relevant to ultra-high-net-worth clients.
✨Emphasise Relationship Building
Since the role involves working closely with sophisticated clients, highlight your communication skills and past experiences in building relationships. Share examples of how you've successfully engaged with clients or stakeholders in previous roles.
✨Understand the Firm's Client-First Approach
Research the firm's philosophy of prioritising client needs over sales targets. Be ready to discuss how you align with this approach and how you would contribute to delivering outstanding, long-term financial advice.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think about potential challenges you might face with ultra-high-net-worth clients and how you would address them effectively.
