Paraplanner - Home Based

mbf; Bracknell; Remote; GBP 35,000 - 47,000; Full time

Job summary

A leading Wealth Management organization is seeking a Paraplanner to provide technical support to Financial Planners. This fully remote role offers competitive pay and opportunities for professional development, ideal for skilled individuals looking for career advancement in a supportive culture.

Benefits

Annual discretionary bonus

Group life assurance & income protection

Private medical insurance

Employee Assistance Programme

Flexible benefits platform

Full exam support and training

Qualifications

• Experience in a paraplanning role within Financial Planning or Wealth Management firms.
• Strong technical knowledge and a proactive mindset.
• Ability to work independently with remote teams.

Responsibilities

• Prepare detailed and compliant suitability reports.
• Conduct technical research to support advice strategies.
• Ensure client files are compliant and demonstrate KYC standards.

Skills

Technical knowledge

Detail-oriented

Communication

Education

Level 4 Diploma in Financial Planning

Job description

2 weeks ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Director/Senior Recruitment Consultant - Financial Services - South West & Wales

We’re partnering with a highly respected national Wealth Management organisation to recruit an experienced Paraplanner. Known for their strong culture, professional development, and flexible working model, this firm offers the ideal environment for skilled professionals looking to work remotely without compromising on career progression or collaboration.

This opportunity offers a home-based contract with full remote setup provided, giving you the freedom to work efficiently and effectively from wherever you’re based.

The Role

As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. Working closely with both Advisers and Financial Planning Administrators, your responsibilities will include:

• Preparing detailed and compliant suitability reports across a broad range of advice areas and product types
• Conducting technical research to support advice strategies
• Ensuring client files are fully compliant, up-to-date, and demonstrate appropriate KYC and suitability standards
• Collaborating closely with Advisers to ensure accurate and client-focused advice delivery
• Supporting Financial Planners in complex advice areas such as cashflow modelling and attending client meetings when required
• Contributing to the use and optimisation of planning tools and systems

What we’re looking for

• Experience in a paraplanning role within a Financial Planning or Wealth Management firm
• Minimum Level 4 Diploma in Financial Planning (or equivalent)
• Strong technical knowledge and a proactive, detail-oriented mindset
• Ability to work independently while maintaining strong communication with remote teams

You’ll be supported with a full suite of modern technology and systems to mirror the office experience. In addition, there’s a strong focus on ongoing development and progression within the business.

What’s on offer

• Salary up to £47,000
• Annual discretionary bonus
• Group life assurance & income protection
• Private medical insurance
• Employee Assistance Programme
• Flexible benefits platform
• Full exam support and training for further qualifications

This is an ideal role for a Paraplanner seeking a long-term, fully remote opportunity with a reputable firm that offers genuine career progression and a supportive, professional culture.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Other

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