Senior Paraplanner – Technical, Hybrid, Growth Path

mbf.; Taunton; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Group pensions

Group life assurance

Group income protection

Buy and sell annual leave

Support for professional examinations

Training and career progression

Health and wellbeing support

Employee discounts

Collaborative team culture

Job summary

mbf is seeking an experienced Paraplanner to join the team in Taunton, offering a hybrid working arrangement and a highly competitive package. You will support Financial Planners with technical research and suitability reports.

The role suits someone with solid paraplanning experience, a CII Level 4 Diploma, and strong knowledge across pensions, investments and protection. You will develop robust strategies, prepare compliant reports, and help progress within an ambitious, supportive environment.

Qualifications

• Solid paraplanning experience within a financial planning environment.
• Strong analytical and research skills with attention to detail.
• Experience producing detailed suitability reports and supporting complex cases.

Responsibilities

• Collaborate 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 the 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, identifying gaps or inconsistencies.
• Utilise financial planning software, cashflow modelling tools and CRM systems effectively.
• Keep up to date with FCA requirements, taxation developments and relevant legislation.
• Contribute ideas to improve processes and share knowledge with colleagues.

Skills

Paraplanning experience

Analytical skills

Research skills

Education

CII Level 4 Diploma in Financial Planning

Tools

Financial planning software

Cashflow modelling

CRM systems

Job description

mbf is seeking an experienced Paraplanner to join the team in Taunton, offering a hybrid working arrangement and a highly competitive package. You will support Financial Planners with technical research and suitability reports.

The role suits someone with solid paraplanning experience, a CII Level 4 Diploma, and strong knowledge across pensions, investments and protection. You will develop robust strategies, prepare compliant reports, and help progress within an ambitious, supportive environment.