At a Glance
- Tasks: Create detailed reports and support tax planning for high-net-worth clients.
- Company: Elite family office in London focused on high and ultra-high-net-worth clients.
- Benefits: Discretionary bonus, enhanced pension, and study support towards Chartered status.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Join a prestigious firm and make a real difference in clients' financial strategies.
- Qualifications: Experience in paraplanning and strong analytical skills required.
The predicted salary is between 50000 - 65000 £ per year.
mbf in London is recruiting a Paraplanner to work exclusively with high and ultra-high-net-worth clients.
You will produce high-quality reports, support tax planning, pensions and investment strategy for complex cases.
You'll collaborate with senior advisers, use advanced planning tools, and benefit from study support toward Chartered status; a discretionary bonus and enhanced pension are part of the package.
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Senior Paraplanner — Elite HNW Family Office (London) employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
