Paraplanner - Flexible - 2 days per week in office

JR United Kingdom; Lichfield; Hybrid; GBP 36,000 - 42,000; Full time

Job summary

A leading boutique wealth management firm in Lichfield is seeking an experienced Paraplanner to join their collaborative team. The role involves providing high-quality financial planning support, conducting research, and preparing reports. The ideal candidate will be Level 4 Diploma qualified and possess strong organisational skills. A competitive salary and hybrid working arrangement are offered.

Benefits

Supportive working culture

Hybrid working arrangement

Additional company benefits

Qualifications

• Level 4 Diploma qualified or close to completion with strong experience.
• Skilled in financial planning research and report writing.
• Highly organised and detail-oriented.

Responsibilities

• Conduct detailed research and analysis for financial strategies.
• Prepare high-quality suitability reports and documentation.
• Liaise with advisers and clients for effective planning outcomes.

Skills

Financial planning research

Report writing

Client-focused

Detail-oriented

Organisational skills

Education

Level 4 Diploma

Tools

Microsoft Office

Job description

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Paraplanner - Flexible - 2 days per week in office, lichfield

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Client:

mbf

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

23.05.2025

Expiry Date:

07.07.2025

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Job Description:

Salary: £36,000-£42,000 + Benefits | Hybrid Working (Minimum 2 Days in Office)

MBF Recruitment are currently recruiting for a highly regarded boutique wealth management firm based in Lichfield, known for its holistic and client-focused approach to financial planning. The business offers bespoke advice to a loyal and growing client base and is seeking an experienced Paraplanner to join their friendly and collaborative team.

The Role

This Paraplanner role will involve working closely with financial advisers to deliver high-quality financial planning support. Key responsibilities include:

• Conducting detailed research and analysis to support tailored financial strategies
• Preparing high-quality suitability reports and documentation
• Liaising with advisers and clients to ensure smooth and effective planning outcomes
• Keeping up to date with regulatory requirements and best practices

Candidate Profile

The ideal candidate will be:

• Level 4 Diploma qualified (or very close to completing, with strong experience)
• Skilled in financial planning research and report writing
• Highly organised, detail-oriented, and client-focused
• Proficient in relevant financial planning tools and Microsoft Office

Also possible: Junior Paraplanner

If you have some paraplanning or report-writing experience and the right attitude and work ethic, we’d also be keen to hear from you. Personality and potential are just as important as qualifications.

What’s on Offer

• A competitive salary between £36,000-£42,000, depending on experience
• A supportive, values-led working culture
• A hybrid working arrangement, with at least 2 days per week in the Lichfield office
• Additional company benefits

If you're interested in finding out more about this opportunity, please get in touch with your CV or reach out directly for a confidential discussion.