Senior Paraplanner

mbf; Cheltenham; On-site; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Bonus

Excellent benefits

Job summary

mbf is seeking a Senior Paraplanner to take ownership of complex, high-value financial planning work within a collaborative and highly regarded team. You will produce high-quality suitability reports across a broad range of planning areas for a varied client base.

You will work alongside Chartered Financial Planners, supporting high-net-worth and ultra-high-net-worth clients, with a focus on accuracy, compliance, and professional development within a supportive environment.

Qualifications

• At least five years’ experience within financial services, primarily in paraplanning.
• Level 4 Diploma in Regulated Financial Planning (minimum).
• Experience in pre- and post-retirement planning.
• Exposure to inheritance tax planning and/or personal protection.
• Strong knowledge of financial planning compliance.

Responsibilities

• Prepare detailed financial planning recommendations and suitability reports.
• Support advisers with bespoke planning solutions for new and existing clients.
• Research across investments, pensions, retirement planning, IHT, and protection.
• Liaise with clients, including high-net-worth individuals.
• Support admin on new business and ongoing servicing.
• Produce research papers and presentations that explain complex matters clearly.
• Ensure compliance standards are met and work is delivered on time.
• Manage multiple priorities with meticulous attention to detail.

Skills

Paraplanning

Financial services experience

Excel

Written communication

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office

Job description

Salary up to £55,000 + bonus + excellent benefits

Are you an experienced Paraplanner looking to take ownership of complex, high-value financial planning work within a collaborative and highly regarded team?

We are working with a well-established and award-winning financial planning business who are looking to appoint a Senior Paraplanner. This is an excellent opportunity to work alongside Chartered Financial Planners, supporting a varied client base that includes high-net-worth and ultra-high-net-worth individuals.

You will join a supportive team where quality, professional development and exceptional client outcomes are central to the culture.

The role

As Senior Paraplanner, you will work closely with Financial Planners to develop tailored financial planning solutions and produce high-quality suitability reports across a broad range of planning areas.

Your responsibilities will include:

• Preparing detailed financial planning recommendations and suitability reports


• Supporting advisers with bespoke planning solutions for new and existing clients


• Undertaking research across investments, pensions, retirement planning, inheritance tax planning and personal protection


• Liaising directly with clients when required, including high-net-worth individuals


• Providing support to the administration team on new business and ongoing servicing


• Producing research papers and presentations that communicate complex matters clearly


• Ensuring all work meets required compliance standards and is delivered accurately and on time


• Managing multiple priorities while maintaining excellent attention to detail

About you

You will be an experienced, technically capable Paraplanner who enjoys working as a trusted partner to Financial Planners and delivering thoughtful, well-structured client solutions.

To be considered, you will ideally have:

• At least five years’ experience within financial services, predominantly in a paraplanning role


• Level 4 Diploma in Regulated Financial Planning as a minimum


• Experience across both pre- and post-retirement planning


• Recent exposure to inheritance tax planning and/or personal protection


• Strong knowledge of financial planning compliance


• Excellent written communication skills, with the ability to explain complex matters clearly


• Strong Microsoft Office skills, particularly Excel


• A methodical, accurate and proactive approach

Chartered status would be highly desirable.

What’s on offer

• Basic salary up to £55,000, depending on experience


• Performance-related bonus


• Full support with professional qualifications and examinations, including progression towards Chartered status


• A collaborative, professional environment with genuine long-term career development