https://jobs.co.uk/job/wealth-executive-mbf--a5664d94-f064-4c96-8fb5-20b5728dd85d RSS feed for Wealth Executive at mbf.. en-gb Sun, 28 Jun 2026 14:48:23 GMT https://jobs.co.uk/job/wealth-executive-mbf--a5664d94-f064-4c96-8fb5-20b5728dd85d https://jobs.co.uk/job/wealth-executive-mbf--a5664d94-f064-4c96-8fb5-20b5728dd85d Sat, 27 Jun 2026 11:52:07 GMT Location: London | Salary: 45000.00-45000.00 Annual | Type: Permanent | 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 lifecycleAssisting with cashflow planning, client reviews and recommendation documentationPreparing portfolio reports, rebalance documentation and investment recommendationsSupporting client onboarding and implementation processesActing as a key point of contact for clients, platforms and service providersAttending client meetings and assisting with follow-up actionsPreparing review documentation and client meeting packsSuppo... Permanent