Paraplanner – Hybrid, Career Progression

mbf.

Devon and Torbay

Hybrid

GBP 45,000 - 55,000

Full time

3 days ago

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Benefits offered by this job

Hybrid working

Group pension

Life assurance

Income protection

Annual leave buy/sell

Professional qualifications support

Training and progression

Health and wellbeing support

Employee discounts

Job summary

mbf. is seeking an experienced Paraplanner to join our Exeter team on a hybrid basis. You will support Financial Planners with technical research, suitability reporting and strategy development across pensions, investments and protection.

You will contribute to delivering compliant advice and a seamless client experience, with clear progression opportunities within a growing practice.

Qualifications

This role requires solid paraplanning experience within a financial planning environment.
Strong technical knowledge across pensions, investments and protection.
Experience producing detailed suitability reports and supporting complex cases.

Responsibilities

Work closely with Financial Planners and Administrators to deliver a seamless client experience.
Provide technical support across pensions, investments and protection.
Prepare clear, accurate and compliant suitability reports and recommendations.
Assist with development of financial planning strategies and complex client cases.
Carry out detailed technical and product research using approved tools and resources.
Review fact finds, risk profiles and supporting documentation for gaps.
Utilise financial planning software and CRM systems effectively.
Keep up to date with FCA requirements and legislation.