At a Glance
- Tasks: Support Senior Financial Planners and engage with high-net-worth clients.
- Company: Established financial planning practice in the City of London with a supportive culture.
- Benefits: Strong salary, bonuses, annual trips abroad, and excellent career development.
- Other info: Collaborative environment with low staff turnover and genuine investment in employees.
- Why this job: Join a high-performing team and make a real impact in client relationships.
- Qualifications: Experienced Paraplanner with strong technical knowledge and client communication skills.
The predicted salary is between 60000 - 80000 £ per year.
A highly successful and well-established financial planning practice based in the City of London is seeking an experienced Senior Paraplanner to join their growing team. This firm is one of the largest and most successful partnerships within a leading wealth management network, with a strong reputation for excellence, long-standing client relationships, and a genuinely supportive working culture. With over 25 years of advising clients and managing in excess of £2bn in assets, they offer a stable and high-performing environment where employees are truly valued. Known for their low staff turnover and collaborative culture, the business offers outstanding incentives including strong bonuses and fully funded annual trips abroad.
The Role
This is a client-facing Senior Paraplanner position, supporting Senior Financial Planners and working closely with high-net-worth clients. You will play a key role in delivering high-quality, holistic financial planning support, combining technical expertise with the ability to engage confidently in client meetings.
Key Responsibilities
- Act as a key contact for clients, building trusted relationships
- Attend and contribute to client meetings
- Prepare suitability reports and complex advice documentation
- Conduct research and analysis to support recommendations
- Produce cashflow modelling (e.g. Voyant)
- Carry out tax calculations, projections, and pension analysis
- Support portfolio reviews, fund analysis, and rebalancing
- Assist with ongoing client servicing and technical queries
About You
- Experienced Paraplanner with strong technical knowledge
- Comfortable attending client meetings and communicating directly with clients
- Experience working with high-net-worth individuals
- Strong report writing and analytical skills
- Highly organised with excellent attention to detail
- Level 4 Diploma in Financial Planning (minimum)
- Working towards Chartered status (preferred)
Why Apply?
- Join a high-performing, well-established and growing business
- Strong salary and bonus structure
- Excellent benefits and annual company trips abroad
- Supportive, social, and collaborative working environment
- Clear opportunity for long-term career development
This is an excellent opportunity for a Senior Paraplanner looking to step into a more client-facing, high-value role within a business that genuinely invests in and rewards its people.
Senior Paraplanner - Client Facing in London employer: mbf
This esteemed financial planning practice in the City of London is an exceptional employer, renowned for its supportive and collaborative culture that prioritises employee well-being and development. With a strong emphasis on career growth, competitive salaries, and generous bonuses, the firm not only values its employees but also invests in their future through fully funded annual trips abroad and a commitment to maintaining long-standing client relationships. Joining this team means becoming part of a high-performing environment where your contributions are recognised and rewarded, making it an ideal place for those seeking meaningful and fulfilling employment.
