mbf.
Bracknell, UK
We are working with a highly successful, well-established Investment Management and Financial Planning practice, renowned for delivering complex and holistic financial planning to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. They are now looking to recruit an experienced/Senior Paraplanner to join their close-knit, high-performing team. The Role: This is a technically challenging and highly rewarding paraplanning role. You will work closely with the Head of Wealth, helping to managing a book of clients and delivering high-level paraplanning support. Your responsibilities will include: Producing detailed technical analysis and complex financial plans Handling sophisticated client cases (beyond templated reports) Supporting client relationship management and engagement Contributing to process improvements and potential team leadership over time This role is ideal for someone proactive, commercially aware and highly technical - someone ready to deliver...