Paraplanner
other jobs mbf.
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
Full job descriptionParaplanner - Boutique Wealth Management | London | Up to £55,000
London (hybrid — 3 days office, 2 days home)
£45,000 – £55,000 plus bonus and benefits
The firm
A small, highly regarded wealth management practice in central London, advising a private client base of business owners, professionals and retirees. The team is deliberately small, the client work is genuinely bespoke, and nobody here is a number.
The role
You’ll work directly alongside two senior financial planners, taking full ownership of the technical side of the advice process:
*Preparing suitability reports across pensions, investments, IHT and protection
*Research and product comparison, including cashflow modelling
*Attending client meetings where useful, and taking the technical lead on more complex cases
*Working with the planners to shape recommendations rather than simply writing them up
What we’re looking for
*Level 4 Diploma qualified, or close to completion
*Two or more years in a paraplanning or technical support role within financial planning
*Comfortable writing suitability reports independently
*Someone who enjoys the technical detail and wants a say in the advice, not just the paperwork
London (hybrid — 3 days office, 2 days home)
£45,000 – £55,000 plus bonus and benefits
The firm
A small, highly regarded wealth management practice in central London, advising a private client base of business owners, professionals and retirees. The team is deliberately small, the client work is genuinely bespoke, and nobody here is a number.
The role
You’ll work directly alongside two senior financial planners, taking full ownership of the technical side of the advice process:
*Preparing suitability reports across pensions, investments, IHT and protection
*Research and product comparison, including cashflow modelling
*Attending client meetings where useful, and taking the technical lead on more complex cases
*Working with the planners to shape recommendations rather than simply writing them up
What we’re looking for
*Level 4 Diploma qualified, or close to completion
*Two or more years in a paraplanning or technical support role within financial planning
*Comfortable writing suitability reports independently
*Someone who enjoys the technical detail and wants a say in the advice, not just the paperwork
Job number 4051263
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...