Senior Paraplanner & Team Lead; Hybrid
Job in
Coventry, West Midlands, CV1, England, UK
Listed on 2026-07-21
Listing for:
mbf.
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Senior Financial Analyst
Job Description & How to Apply Below
mbf. is seeking a Senior Paraplanner to join its highly regarded, independent financial planning practice in a hybrid office-and-home setup.
You will deliver technical paraplanning for HNW/UHNW clients, producing detailed reports and recommendations across pensions, investments and retirement planning. The role also includes mentoring junior paraplanners and taking a lead in process improvements, with a pathway toward a Paraplanning Team Leader position.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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