At a Glance
- Tasks: Support Wealth Managers and interact with high-net-worth clients on financial planning.
- Company: Reputable boutique wealth management firm in London.
- Benefits: Hybrid working, client exposure, and career progression opportunities.
- Why this job: Gain valuable experience in wealth management while working with international families.
- Qualifications: Junior or experienced Paraplanners with a passion for client interaction.
The predicted salary is between 35000 - 45000 £ per year.
mbf, a highly regarded boutique wealth management firm, is looking for a Wealth Executive to join their team in London. This role is suitable for Junior Paraplanners or experienced Paraplanners seeking further client exposure and progression.
The successful candidate will work with high-net-worth international families, gaining insight into complex financial planning. In this role, you will support Wealth Managers, hold significant client interactions, and participate in a hybrid working arrangement.
Wealth Executive - Paraplanner to Client Advisor Path in London employer: mbf
mbf is an exceptional employer that fosters a collaborative and dynamic work culture, providing employees with the opportunity to engage directly with high-net-worth clients in London. With a strong emphasis on professional development, the firm supports career progression from Paraplanner to Client Advisor, ensuring that team members are equipped with the skills and insights needed for success in complex financial planning. The hybrid working arrangement further enhances work-life balance, making mbf a truly rewarding place to build a meaningful career.
