Paraplanner - mbf. : Job Details

A boutique, Chartered Financial Planning practice is looking for an experienced Paraplanner to join its close-knit and collaborative team. This is a unique opportunity to become a core part of a firm that has grown steadily and organically over the last five years — and has exciting plans for future expansion.

The business has built a strong reputation for client service, professionalism, and internal development. Now is an excellent time to join a team where your skills and contribution will be truly valued, and your career will be actively supported.

The Role

As a Paraplanner, you will play an integral role in the advice process, supporting Advisers in delivering tailored, high-quality financial planning solutions to clients. Your work will cover complex technical analysis, cash flow modelling, report writing, and collaborating closely with both clients and advisers.

Key responsibilities include:

• Producing compliant, accurate and detailed suitability reports
• Conducting in-depth product, fund, and market research
• Supporting technical planning and projections, including retirement planning, tax calculations, and investment strategy
• Collaborating with Advisers and Admin teams to ensure a seamless client journey
• Staying current on regulatory changes and market developments
• Maintaining up-to-date, audit-ready records and documentation

What you need:

• Diploma in Financial Planning (Level 4) as a minimum
• Progress toward Chartered or Certified status is highly valued
• Experience in a similar paraplanning role within a financial planning or wealth management environment
• Strong technical knowledge across pensions, investments, tax, and estate planning
• Proficiency in back-office systems and provider platforms (experience with Intelliflo Office is a plus)
• A collaborative and detail-oriented approach with strong communication skills

What’s on offer:

• Basic salary up to £50,000
• Discretionary annual bonus
• Company benefits including pension, life cover, and healthcare options
• Hybrid working - 3 days in the office, 2 from home
• Full study support for further exams
• A supportive environment with a clear path for career development

This is an excellent opportunity to join a firm where your work matters, your voice is heard, and your development is prioritised.