mbf
Wealth Executive
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A highly regarded boutique wealth management firm is seeking a Wealth Executive to join its growing team in London.
This is an excellent opportunity for either a Junior Paraplanner looking to take the next step in their career or an experienced Paraplanner seeking greater client exposure and a clear route for long-term progression.
The firm specialises in advising high-net-worth and ultra-high-net-worth international families and manages several billion dollars of client assets. As a result, the successful candidate will gain exposure to complex financial planning and investment matters while working alongside highly experienced Wealth Managers within a collaborative and supportive environment.
Key Responsibilities
- Supporting Wealth Managers throughout the client lifecycle
- Assisting with cashflow planning, client reviews, and recommendation documentation
- Preparing portfolio reports, rebalance documentation, and investment recommendations
- Supporting client onboarding and implementation processes
- Acting as a key point of contact for clients, platforms, and service providers
- Attending client meetings and assisting with follow-up actions
- Preparing review documentation and client meeting packs
- Supporting ongoing relationship management for HNW and UHNW clients
- Assisting with portfolio monitoring, reporting, and administrative management
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The successful candidate will enjoy significant levels of client interaction and will play an integral role within the wealth management team. This is far more than a traditional technical support position and offers excellent scope for personal and professional development.
Candidate Requirements
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- Previous experience within a Paraplanning, Junior Paraplanning, or Wealth Planning support role
- Strong communication and relationship-building skills
- Excellent attention to detail and organizational ability
- A genuine desire to develop a long-term career within financial planning
- Progress towards DipPFS would be advantageous but is not essential
Benefits Include
- Basic salary of £45,000 - £55,000
- Discretionary bonus
- Private Medical Insurance
- Pension matching up to 5%
- Life Assurance
- Income Protection
- 25 days holiday plus additional benefits
- Hybrid working arrangement
This is an outstanding opportunity to join a highly respected wealth management business where you will gain exposure to complex client work, develop your technical knowledge, and benefit from a clear pathway for future progression.
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