Senior Paraplanner - Hybrid - mbf. : Job Details

We are delighted to be working with a highly regarded, nationally recognised financial planning firm that is known for its excellence in wealth management and client-focused advisory services. With a prestigious reputation in the industry, this firm has built a strong presence across the UK, providing top-tier financial planning solutions to HNW & UHNW client base.

As part of their continued growth, they are looking to recruit an experienced Paraplanner to join their dynamic team. This is a fantastic opportunity for an individual seeking to develop their career within a firm that values technical expertise, professional development, and career progression.

The Role:

As a Paraplanner, you will play a key role in supporting a team of highly successful Financial Planners by providing high-quality research, analysis, and technical reports. Your responsibilities will include:

• Conducting in-depth research on financial products and solutions.
• Preparing suitability reports and client recommendations.
• Supporting Financial Planners with technical queries and complex casework.
• Ensuring compliance with regulatory requirements and company policies.
• Working closely with administrators and advisers to deliver outstanding client service.

What We’re Looking For:

• Proven experience as a Paraplanner within a financial planning or wealth management firm.
• Level 4 Diploma qualified (or working towards completion).
• Strong technical knowledge of pensions, investments, protection, and tax planning.
• Excellent analytical skills with the ability to interpret and present financial data.
• A proactive and detail-oriented approach to work.

What’s On Offer?

• A competitive basic salary of up to £55,000, depending on experience.
• A very good discretionary bonus and benefits package
• A chance to work for a market-leading firm with a national presence and an outstanding industry reputation.
• Career progression opportunities, with support for further qualifications.
• A professional, collaborative, and forward-thinking environment.

This is a rare opportunity to join a prestigious financial planning firm that truly invests in its people. If you are an experienced Paraplanner looking to take the next step in your career, we would love to hear from you.