Senior Paraplanner — Hybrid Role with Chartered Path

mbf.; Cheltenham; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Bonus

Hybrid working

Generous holiday allowance

Strong pension

Professional qualifications support

Career development

Job summary

mbf. seeks a Senior Paraplanner to own high-value financial planning work and deliver high-quality suitability reports for a diverse client base, including HNWIs. You will collaborate with Chartered Financial Planners, supporting complex pensions, investments and inheritance tax planning.

Join a supportive team where professional development and exceptional client outcomes are central to the culture, with hybrid working and a strong benefits package.

Qualifications

• Five years' experience within financial services, predominantly paraplanning
• Level 4 Diploma in Regulated Financial Planning as a minimum
• Experience across 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

Responsibilities

• Prepare detailed financial planning recommendations and suitability reports
• Support advisers with bespoke planning solutions for new and existing clients
• Undertake research across investments, pensions and retirement planning
• Liaise with clients, including high-net-worth individuals
• Provide support to the administration team on new business and servicing
• Produce research papers and presentations that explain complex matters clearly
• Ensure all work meets compliance standards and is delivered on time
• Manage multiple priorities with meticulous attention to detail

Skills

Paraplanning

Financial planning

Research

Excel

Written communication

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office

Job description

mbf. seeks a Senior Paraplanner to own high-value financial planning work and deliver high-quality suitability reports for a diverse client base, including HNWIs. You will collaborate with Chartered Financial Planners, supporting complex pensions, investments and inheritance tax planning.

Join a supportive team where professional development and exceptional client outcomes are central to the culture, with hybrid working and a strong benefits package.