Senior Paraplanner - Technical Wealth Planning (Hybrid
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-07-31
Listing for:
mbf
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Wealth Management
Job Description & How to Apply Below
Location: City Of London
mbf is seeking an experienced Paraplanner to deliver high-quality technical support across a broad range of complex client cases. You will work closely with the Head of Wealth Planning and a team of seasoned Financial Planners to prepare detailed reports and recommendations.
The role emphasizes pensions, investments, tax planning and estate planning, with extensive cashflow modelling and rigorous research. A Chartered path or progress towards Chartered is highly valued.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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