Paraplanner
other jobs mbf.
Added before 5 hours
- Scotland,Glasgow City
- Full Time, Permanent
- £40,000 - £47,000 per annum
Job Description:
Paraplanner – Home-Based (UK Only)Salary: Up to £47,000 (negotiable) + bonus + excellent benefits
MBF is working exclusively with one of the UK’s largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner.
This role sits within the firm’s dedicated remote Paraplanning team, providing high-quality technical support across a pool of experienced Financial Planners nationwide. You’ll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes.
Key Responsibilities*Provide technical paraplanning support to a pool of Financial Planners across the business.
*Prepare and maintain suitability reports, cashflow models, and technical research to support financial advice.
*Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey.
*Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products.
*Contribute to process improvements and knowledge sharing within the wider paraplanning team.
What We’re Looking For*Diploma in Financial Planning (minimum qualification).
*3+ years’ experience in a paraplanning role within a financial planning or wealth management environment.
*Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships.
*Excellent communication and organisational skills, with a proactive, team-focused attitude.
What’s on Offer*Fully home-based position – all equipment and software provided.
*A collaborative, team-based approach to paraplanning, supporting a wide range of advisers.
*Competitive salary up to £47,000, plus bonus and a comprehensive benefits package.
*Genuine career progression opportunities – including advanced technical development and pathways toward advisory or managerial roles.
*The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance.
MBF is working exclusively with one of the UK’s largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner.
This role sits within the firm’s dedicated remote Paraplanning team, providing high-quality technical support across a pool of experienced Financial Planners nationwide. You’ll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes.
Key Responsibilities*Provide technical paraplanning support to a pool of Financial Planners across the business.
*Prepare and maintain suitability reports, cashflow models, and technical research to support financial advice.
*Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey.
*Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products.
*Contribute to process improvements and knowledge sharing within the wider paraplanning team.
What We’re Looking For*Diploma in Financial Planning (minimum qualification).
*3+ years’ experience in a paraplanning role within a financial planning or wealth management environment.
*Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships.
*Excellent communication and organisational skills, with a proactive, team-focused attitude.
What’s on Offer*Fully home-based position – all equipment and software provided.
*A collaborative, team-based approach to paraplanning, supporting a wide range of advisers.
*Competitive salary up to £47,000, plus bonus and a comprehensive benefits package.
*Genuine career progression opportunities – including advanced technical development and pathways toward advisory or managerial roles.
*The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance.
Job number 2961639
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...