Wealth Planning Paraplanner – Hybrid UK

Mha Plc; Northampton; Remote; GBP 35,000 - 42,000; Full time

Benefits offered by this job

33 days holiday

Competitive salary package

Employee recognition awards

Succession planning programme

Employee Assistance Programme

Job summary

MHA Plc is seeking a Paraplanner to join our Wealth Management team. The role can be based in Manchester, Preston, Liverpool or Northampton, offering a competitive salary and opportunities for growth.

The successful candidate will support advisers with research, reports, and client reviews while staying up-to-date with pensions, investments and tax planning. 2-3 years’ experience and relevant qualifications are preferred.

Qualifications

• Strong attention to detail and analytical thinking are essential.
• Knowledge of compliance requirements and FCA regulations is important.
• Excellent communication and organisational skills are expected.

Responsibilities

• Research and analyse financial planning solutions to support adviser recommendations.
• Prepare compliant suitability reports and client recommendation documents.
• Conduct technical research across pensions, investments, protection, and tax planning.
• Support advisers with client meeting preparation and ongoing client reviews.
• Liaise with providers and platforms to gather information and process client requirements.
• Maintain accurate client records and ensure compliance with FCA regulations.
• Keep abreast of industry, regulatory, and legislative changes.

Skills

Attention to detail

Analytical ability

Compliance awareness

Communication skills

Organisational skills

Education

Financial planning qualifications (preferred)

Job description

MHA Plc is seeking a Paraplanner to join our Wealth Management team. The role can be based in Manchester, Preston, Liverpool or Northampton, offering a competitive salary and opportunities for growth.

The successful candidate will support advisers with research, reports, and client reviews while staying up-to-date with pensions, investments and tax planning. 2-3 years’ experience and relevant qualifications are preferred.