Paraplanner - Hybrid Working

mbf; Bracknell; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Annual discretionary bonus

Group Life Assurance

Income Protection

Private Medical Insurance

Employee Assistance Programme

Flexible benefits package

Job summary

Join a prestigious financial planning firm as a Paraplanner, where you will provide high-level technical support to Senior Financial Planners. This role offers a fantastic working environment with the flexibility to work from home up to four days a week. You will collaborate closely with Planners and Administrators to ensure seamless client service and maintain compliance through accurate record-keeping. This innovative firm values career development and offers full support for further professional qualifications, making it an excellent opportunity for those looking to advance in their careers while enjoying a work-life balance.

Qualifications

• Experience in Wealth Management or Financial Planning is essential.
• Strong analytical skills and attention to detail are required.

Responsibilities

• Prepare detailed suitability reports for financial products.
• Conduct technical research to support client recommendations.
• Maintain accurate client records for compliance.

Skills

Analytical Skills

Client-Focused Approach

Attention to Detail

Education

Diploma in Financial Planning (Level 4 CII or equivalent)

Job description

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

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

Location: Hybrid (Up to 4 Days Home-Based)

We are partnering with one of the UK’s most prestigious Financial Planning & Investment Management firms to recruit an experienced Paraplanner. This award-winning company is widely recognised for its excellence in the industry and offers a fantastic working environment.

Why Join?

As a market leader, this firm values flexibility and work-life balance. They offer experienced Paraplanners the option to work from home up to four days per week, ensuring a productive and efficient remote setup with full hardware and software support.

The Role

As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. You will collaborate closely with both Planners and Financial Planning Administrators to ensure seamless client service.

Key Responsibilities:

1. Prepare detailed suitability reports across various financial products and investment solutions.
2. Conduct in-depth technical research to support client recommendations.
3. Maintain accurate client records to ensure compliance and effective service delivery.
4. Work alongside Financial Planners to achieve the best outcomes for clients.
5. Provide technical support to Planners and coordinate with Administrators to ensure a high standard of service.

What we’re looking for:

1. Experience within Wealth Management / Financial Planning.
2. Minimum qualification: Diploma in Financial Planning (Level 4 CII or equivalent).
3. Strong analytical skills, attention to detail, and the ability to handle complex cases.
4. A proactive and client-focused approach.

What’s on Offer?

This firm is committed to career development and provides full support for further professional qualifications.

Benefits Package:

1. Salary up to £45,000
2. Annual discretionary bonus
3. Group Life Assurance & Income Protection
4. Private Medical Insurance
5. Employee Assistance Programme
6. Flexible benefits package

This is an excellent opportunity to join a highly respected firm offering long-term career progression and professional development.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Other