Senior Paraplanner – Client-Facing Wealth Planning (London)

Company: mbf.
Apply for the Senior Paraplanner – Client-Facing Wealth Planning (London)
Location: London
Job Description:

mbf. is a highly successful financial planning practice in the City of London seeking an experienced Senior Paraplanner to join a growing team.

This client-facing role supports Senior Financial Planners, engaging with high-net-worth clients and delivering high-quality, holistic financial planning support. You will prepare suitability reports, conduct research, produce cashflow modelling (Voyant), perform tax projections and pension analysis, and assist with portfolio reviews in a collaborative,

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Posted: September 12th, 2026