At a Glance
- Tasks: Support Wealth Managers and contribute to cashflow planning and portfolio reports.
- Company: Join a dynamic firm in London focused on wealth management.
- Benefits: Hybrid working, clear progression path, and exposure to high-net-worth clients.
- Other info: Collaborative team environment with opportunities for professional development.
- Why this job: Gain valuable experience and grow your career in wealth planning.
- Qualifications: Ideal for Junior Paraplanners or experienced Paraplanners seeking more client interaction.
The predicted salary is between 35000 - 42000 £ per year.
mbf is seeking a Wealth Executive in London for a role that suits a Junior Paraplanner aiming to progress or an experienced Paraplanner seeking greater client exposure. The successful candidate will support Wealth Managers across the client lifecycle, contribute to cashflow planning, reviews, and documentation, and prepare portfolio reports within a collaborative team.
Offering a clear path for progression, this role includes hybrid working, exposure to HNW/UHNW client work.
UHNW Wealth Planning Specialist — Hybrid & Growth Path 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.
