mbf. is a highly successful financial planning practice in the City of London seeking an experienced Senior Paraplanner to join a growing team.
This client-facing role supports Senior Financial Planners, engaging with high-net-worth clients and delivering high-quality, holistic financial planning support. You will prepare suitability reports, conduct research, produce cashflow modelling (Voyant), perform tax projections and pension analysis, and assist with portfolio reviews in a collaborative,
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Senior Paraplanner – Client-Facing Wealth Planning (London) employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
