Client-Facing Senior Paraplanner β€” Wealth Planning Expert in London

Client-Facing Senior Paraplanner β€” Wealth Planning Expert in London

London Full-Time 60000 - 80000 Β£ / year (est.) No working from home possible
mbf

At a Glance

  • Tasks: Support Senior Financial Planners and engage with high-net-worth clients.
  • Company: mbf, a well-established firm in London with a high-performing team.
  • Benefits: Strong salary, bonus structure, annual company trips, and excellent benefits.
  • Other info: Opportunity for professional growth in a dynamic financial services sector.
  • Why this job: Join a supportive environment and make a real impact in wealth planning.
  • Qualifications: Experience as a Paraplanner and strong client engagement skills.

The predicted salary is between 60000 - 80000 Β£ per year.

mbf, based in London, is recruiting an experienced Senior Paraplanner to join their well-established, high-performing team. The ideal candidate will support Senior Financial Planners while engaging directly with high-net-worth clients, delivering high-quality financial planning support.

This role offers a strong salary and bonus structure along with excellent benefits such as annual company trips abroad and a supportive working environment.

Client-Facing Senior Paraplanner β€” Wealth Planning Expert in London employer: mbf

mbf, located in the vibrant city of London, is an exceptional employer that prioritises employee well-being and professional growth. With a strong salary and bonus structure, along with unique benefits like annual company trips abroad, we foster a supportive work culture that encourages collaboration and excellence. Join our high-performing team and engage directly with high-net-worth clients, making a meaningful impact in their financial journeys.

mbf

Contact Details:

mbf Recruitment Team

We think you need these skills to ace Client-Facing Senior Paraplanner β€” Wealth Planning Expert in London

Financial Planning
Client Engagement
High-Net-Worth Client Management
Communication Skills
Team Collaboration
Analytical Skills
Attention to Detail