https://jobs.co.uk/job/wealth-planner-mbf--4b8bf0c7-3023-4ea1-9967-71a38d241496 RSS feed for Wealth Planner at mbf.. en-gb Sun, 28 Jun 2026 20:32:17 GMT https://jobs.co.uk/job/wealth-planner-mbf--4b8bf0c7-3023-4ea1-9967-71a38d241496 https://jobs.co.uk/job/wealth-planner-mbf--4b8bf0c7-3023-4ea1-9967-71a38d241496 Sat, 27 Jun 2026 11:52:07 GMT Location: London | Salary: 50000.00-50000.00 Annual | Type: Permanent | An established, boutique wealth management firm is seeking a Senior Wealth Planner to join its growing team. The firm operates at the top end of the market, specialising in complex, cross-border financial planning for high-net-worth and internationally mobile clients.This is a highly client-facing role within a collaborative "pod" structure, offering the opportunity to work closely with an experienced Senior Wealth Manager and gain exposure to sophisticated financial planning cases.The position would suit either:A high-level Paraplanner looking to step into a more client-facing, technically complex role, orA Junior Adviser seeking to develop within a more intellectually challenging and high-end advisory environmentThe RoleYou will play a key role in supporting the end-to-end client journey, combining technical expertise with client interaction.Key responsibilities include:Supporting onboarding through to ongoing client relationship managementAttending client meetings, taking notes, and managing follow-up actionsActing as a key point of contact for clients, delivering a proactive, high-touch servicePreparing detailed client reports, suitability reports, and recommendation documentat... Permanent