Assistant Financial Planner (Paraplanner) - mbf. : Job Details

Assistant Wealth Planner (Paraplanner)

Permanent Role

London Team

About the Role:

We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services.

Company Overview:

This organisation has a long-standing reputation as a global leader in private banking and wealth management. With roots dating back over a century, they have earned a prestigious position in the financial industry, serving high-net-worth and ultra-high-net-worth clients worldwide. Their commitment to innovation, exceptional client service, and tailored financial solutions underscores their status as a trusted advisor in the financial world.

Core Services and Expertise Include:

• Wealth Management: Delivering personalised strategies to achieve each client's unique goals and financial objectives.
• Investment Advisory: Providing expert guidance on investments, asset allocation, and portfolio diversification.
• Private Banking: Offering comprehensive banking services, including customized lending solutions.
• Financial Planning: Taking a holistic approach to tax optimization, estate planning, retirement, and more.

Package:

• Salary Range: £45,000 to £60,000 (dependent on skills, experience, and qualifications).
• Annual Bonus: 10-20% based on performance.
• Flexible Working Arrangement: Up to three days of remote work per week.
• Comprehensive Benefits Package: Exceptional benefits tailored to meet employee needs, including private medical coverage, group income protection, and much more (details available upon request).

Role Highlights:

As an Assistant Wealth Planner, you will play a pivotal role in supporting Wealth Planners and providing technical assistance to ensure UHNW clients receive top-tier financial planning advice. This is a unique opportunity to work within an ultra-high-net-worth team, contributing to strategic planning, conducting detailed financial analyses, and producing comprehensive client communications.

Career Progression:

There is potential for career growth within this organisation, including opportunities to advance into a Wealth Adviser role or take on Team Leadership responsibilities in the future.