Junior Paraplanner

mbf.; Birmingham; Hybrid; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Hybrid after probation

Exam support

Professional development

Career progression

Job summary

MBF in Castle Bromwich, West Midlands is seeking a Junior Paraplanner to support the advice team by turning client information and financial planning recommendations into clear, well-prepared documentation.

You'll gain exam support, flexible hybrid working after probation, and opportunities to develop technical knowledge and progress your paraplanning career.

Qualifications

• Experience in an IFA or financial planning environment.
• Strong attention to detail and organised approach.
• Willingness to develop knowledge and progress in paraplanning.

Responsibilities

• Develop involvement in the paraplanning process and turn client information into clear advice documentation.
• Support research and prepare information for suitability reports.
• Liaise with colleagues to ensure client cases progress smoothly and progressively take on more responsibility.

Skills

Attention to detail

Organised approach

Research & report prep

Education

Diploma in Regulated Financial Planning (in progress)

Job description

Junior Paraplanner

Castle Bromwich, West Midlands

Up to £36,000 Hybrid working after probation Exam support

If you've built a foundation in financial planning support and want to take on more technical work, this could be a valuable next step.

MBF is recruiting for a Junior Paraplanner to join a wealth management firm in Castle Bromwich. Offering exam support and opportunities for development and progression, the role would suit someone looking to build a long-term career in paraplanning.

You might already be working in a junior paraplanning position, or be an experienced IFA Administrator who has started taking on research and report preparation responsibilities. What matters is a good understanding of the financial planning environment and a clear appetite to develop your knowledge.

The opportunity

Working alongside the advice team, you will develop your involvement in the paraplanning process, helping turn client information and financial planning recommendations into clear, well-prepared advice documentation.

Your work will include supporting research, preparing information for suitability reports and liaising with colleagues to ensure client cases progress smoothly. As your knowledge and confidence grow, there will be opportunities to take on greater responsibility.

What's on offer

• Basic salary of up to £36,000
• Hybrid working following successful completion of probation
• Exam support to help you develop your professional qualifications
• Opportunities to strengthen your technical knowledge
• Scope for development and career progression

About you

You will have experience within an IFA or financial planning environment, strong attention to detail and an organised approach to your work. You should be comfortable working with financial information and keen to understand the reasoning behind advice recommendations.

Progress towards the Diploma in Regulated Financial Planning would be beneficial. You do not need to arrive as a fully established Paraplanner, but you should be ready to learn and take the next step.