Paraplanner — Hybrid, Exam Sponsorship & Growth Path

mbf; West of England; Hybrid; GBP 42,300 - 51,700; Full time

Benefits offered by this job

Private Medical Insurance – personal and family cover

Life Assurance (x4 salary)

Permanent Health Insurance

Profit share and bonus potential

Job summary

mbf is seeking an experienced Paraplanner to support financial planning services within a well-established firm in the South West. The role involves preparing high-quality cashflow models and contributing to strategy development within a leading planning team.

The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and 2–3 years of paraplanning experience, with strong technical knowledge and excellent communication skills. The firm offers a competitive salary, hybrid working, and career development opportunities.

Qualifications

• 2–3 years of paraplanning experience within a financial planning or wealth management environment.
• Eager to continue developing professionally.
• Ability to manage workload and attention to detail.

Responsibilities

• Prepare financial planning reports and client recommendations to a high standard.
• Conduct research and analysis across pensions, investments, taxation, and estate planning.
• Support Financial Planning Directors in delivering advice and annual reviews.

Skills

Strong technical knowledge of pensions

Excellent written and verbal communication skills

Detail-oriented

Proactive

Education

Level 4 Diploma in Regulated Financial Planning

Job description

mbf is seeking an experienced Paraplanner to support financial planning services within a well-established firm in the South West. The role involves preparing high-quality cashflow models and contributing to strategy development within a leading planning team.

The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and 2–3 years of paraplanning experience, with strong technical knowledge and excellent communication skills. The firm offers a competitive salary, hybrid working, and career development opportunities.