Junior Paraplanner

mbf; Greater London; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Private healthcare

Income protection

Life assurance

27 days holiday + bank holidays

Job summary

mbf in London is seeking a Junior Paraplanner to support advisers and help deliver high-quality financial planning and client service. The role offers hybrid working with three days in the office and clear potential for progression into a permanent position.

Key responsibilities include preparing SOS, producing reports for various transactions, assisting onboarding, and maintaining compliant files while supporting data management and post-meeting tasks.

Qualifications

• 2-3 years of experience within financial services, paraplanning or adviser support.
• Strong report writing and excellent attention to detail.
• Understanding of pensions, investments and financial planning products.
• Organised, proactive, and able to manage multiple tasks in a fast-paced environment.
• Experience with Xplan CRM is desirable.
• Industry qualifications (e.g. CII Level 4 Diploma) desirable but not essential.

Responsibilities

• Prepare SOS following client meetings and ensure timely completion of review documentation.
• Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches and withdrawals.
• Assist in client onboarding and new business processing using CRM systems (Xplan).
• Maintain accurate and compliant advisory files and documentation.
• Act as a point of contact for clients, providing updates and handling queries.
• Support data management, adviser pipeline and post-meeting tasks.
• Contribute to operational improvements across systems like Xplan.

Skills

Report writing

Attention to detail

Financial planning knowledge

Organisational skills

Xplan CRM experience

Microsoft Office

Education

CII Level 4 Diploma in Financial Planning

Tools

Xplan

Job description

Salary: Up to £45,000 + Bonus + Excellent Benefits

An exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm. Based in London, this role supports a close-knit team of advisers and offers the potential to transition into a permanent position.

This is a great opportunity for someone with a passion for high-quality financial planning and client service to join a supportive and professional environment that values growth and collaboration.

Key Responsibilities:

• Prepare Statements of Suitability (SOS) following client meetings and ensure timely completion of review documentation.
• Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches, and withdrawals.
• Assist in client onboarding and new business processing using CRM systems (Xplan).
• Maintain accurate and compliant advice files and ensure the highest standards of documentation and service.
• Act as a point of contact for clients, providing updates and handling queries.
• Support with data management, adviser pipeline, and post-meeting tasks.
• Contribute to operational improvements and process enhancements across systems like Xplan.

What We’re Looking For:

• 2-3 years of experience within financial services, ideally in paraplanning or adviser support.
• Strong report writing and excellent attention to detail.
• A solid understanding of pensions, investments, and financial planning products.
• Organised, proactive, and capable of managing multiple tasks in a fast-paced environment.
• Comfortable using Microsoft Office and CRM systems (experience with Xplan is highly desirable).
• Industry qualifications (e.g. CII Level 4 Diploma in Financial Planning) are desirable but not essential.
• Competitive salary up to £45,000
• Hybrid working setup (3 days in the office)
• Private healthcare, income protection, and life assurance
• 27 days holiday + bank holidays
• Supportive working culture with opportunities for professional development

If you're looking to join a progressive firm where you can make a tangible impact and further your paraplanning career, we’d love to hear from you.