Hybrid Paraplanner | Technical Financial Planning

mbf.; Bath; Hybrid; GBP 36,000 - 44,000; Full time

Job summary

mbf is looking for an experienced paraplanner to join its Bath office and support financial advisers in delivering holistic financial planning. You will contribute to high-quality reports, technical analysis, and complex cashflow modelling while upholding regulatory standards.

The role offers hybrid working with two days in the office, salary around £40,000 depending on experience, and up to 10% bonus with clear progression opportunities in a supportive, collaborative environment.

Qualifications

• Level 4 Diploma in Financial Planning (or actively working towards).
• Experience within a paraplanning role, supporting financial advisers.
• Strong report writing and technical analysis skills.
• Good understanding of financial planning processes and regulatory requirements.
• Highly organised with the ability to manage multiple priorities.
• A proactive and team-oriented approach.

Responsibilities

• Producing high-quality suitability reports and supporting documentation.
• Conducting detailed research to identify suitable financial planning solutions.
• Providing technical support to advisers across pensions, investments, trusts, and IHT planning.
• Preparing client review documentation, including investment and pension analysis.
• Undertaking cashflow modelling and supporting client strategy discussions.
• Performing technical calculations including CGT, pension benefits, and bond withdrawals.
• Ensuring all client work is compliant with FCA requirements and internal standards.
• Collaborating with advisers to fully understand client objectives and deliver appropriate recommendations.

Skills

Paraplanning experience

Report writing

Technical analysis

Regulatory knowledge

Attention to detail

Team-oriented

Education

Level 4 Diploma in Financial Planning

Job description

mbf is looking for an experienced paraplanner to join its Bath office and support financial advisers in delivering holistic financial planning. You will contribute to high-quality reports, technical analysis, and complex cashflow modelling while upholding regulatory standards.

The role offers hybrid working with two days in the office, salary around £40,000 depending on experience, and up to 10% bonus with clear progression opportunities in a supportive, collaborative environment.