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 50000 - 65000 £ 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 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 fosters long-lasting relationships with clients, making it an ideal place for professionals seeking meaningful and rewarding careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner - Client Facing
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those client meetings! Brush up on your communication skills and be ready to showcase your technical expertise. Practise discussing complex financial concepts in a way that’s easy for clients to understand – it’ll set you apart from the competition.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After any networking event or meeting, drop a quick email to thank them for their time and express your interest in potential opportunities. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got a range of exciting roles, including Senior Paraplanner positions. By applying directly, you’ll ensure your application gets the attention it deserves and you’ll be one step closer to joining a supportive and collaborative team.
We think you need these skills to ace Senior Paraplanner - Client Facing
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Senior Paraplanner role. Highlight your client-facing experience and technical expertise, as these are key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background makes you a perfect fit for our team.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s a complex report you nailed or a client relationship you built, we want to see what you’ve accomplished.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss complex topics like cashflow modelling and tax calculations, as these will likely come up in the interview.
✨Showcase Your Client Skills
Since this role is client-facing, practice how you would engage with high-net-worth clients. Think of examples from your past experiences where you've built trusted relationships and how you handled client meetings.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Prepare to discuss how you would approach specific client situations or challenges, demonstrating your analytical skills and attention to detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or growth opportunities. This shows your genuine interest in the role and helps you determine if it's the right fit for you.
