Paraplanner
other jobs mbf.
Added before 2 Days
- England,East Midlands,Nottinghamshire
- Full Time, Part Time, Permanent
- £40,000 - £47,000 per annum, pro-rata, negotiable
Job Description:
Paraplanner
Nottingham - Hybrid Working
Salary: Up to £47,000
Part time/ Full time / Flexible/ reduced/ condensed hours - all options considered
We are working with a leading UK wealth management firm to recruit an experienced Paraplanner to join their growing team. This is a fantastic opportunity to join a highly regarded organisation known for its outstanding employee benefits, genuine flexibility, and people-first culture.
The Role:
As a Paraplanner, you will play a key role in supporting Financial Planners by delivering high-quality technical and report-writing support. You will be responsible for ensuring advice is compliant, well-researched, and tailored to client needs.
Key responsibilities include:
*Preparing detailed suitability reports and recommendations
*Conducting technical research across pensions, investments, and protection
*Analysing client portfolios and making recommendations
*Supporting Financial Planners in client meetings where required
*Ensuring all work meets regulatory and compliance standards
About You
*Diploma qualified (Level 4 minimum - essential)
*Previous experience in a Paraplanner role within financial planning/wealth management
*Strong technical knowledge across pensions, investments, and tax planning
*Excellent report writing and analytical skills
*Highly organised with strong attention to detail
What’s on Offer
This organisation is recognised for offering a market-leading benefits package and true flexibility, designed to support both your career and personal life:
*Salary up to £47,000
*Hybrid working (3 days in the office, 2 from home)
*Highly flexible working hours (within core hours)
*Open to part-time, full-time, or condensed working arrangements
*30 days holiday + bank holidays
*Private medical insurance
*Generous pension with employer contributions
*Life assurance from day one
*Employee Assistance Programme with 24/7 support for you and your family
*Health cash plan and wellbeing allowance
*Paid study leave and ongoing professional development support
Why Apply?
This is an excellent opportunity for a qualified Paraplanner seeking a better work-life balance without compromising on career progression. The business is committed to offering flexible working in a meaningful way, making it ideal for candidates looking for part-time hours, condensed weeks, or greater control over their schedule.
If you’re looking to join a forward-thinking firm that truly invests in its people, we’d love to hear from you.
Nottingham - Hybrid Working
Salary: Up to £47,000
Part time/ Full time / Flexible/ reduced/ condensed hours - all options considered
We are working with a leading UK wealth management firm to recruit an experienced Paraplanner to join their growing team. This is a fantastic opportunity to join a highly regarded organisation known for its outstanding employee benefits, genuine flexibility, and people-first culture.
The Role:
As a Paraplanner, you will play a key role in supporting Financial Planners by delivering high-quality technical and report-writing support. You will be responsible for ensuring advice is compliant, well-researched, and tailored to client needs.
Key responsibilities include:
*Preparing detailed suitability reports and recommendations
*Conducting technical research across pensions, investments, and protection
*Analysing client portfolios and making recommendations
*Supporting Financial Planners in client meetings where required
*Ensuring all work meets regulatory and compliance standards
About You
*Diploma qualified (Level 4 minimum - essential)
*Previous experience in a Paraplanner role within financial planning/wealth management
*Strong technical knowledge across pensions, investments, and tax planning
*Excellent report writing and analytical skills
*Highly organised with strong attention to detail
What’s on Offer
This organisation is recognised for offering a market-leading benefits package and true flexibility, designed to support both your career and personal life:
*Salary up to £47,000
*Hybrid working (3 days in the office, 2 from home)
*Highly flexible working hours (within core hours)
*Open to part-time, full-time, or condensed working arrangements
*30 days holiday + bank holidays
*Private medical insurance
*Generous pension with employer contributions
*Life assurance from day one
*Employee Assistance Programme with 24/7 support for you and your family
*Health cash plan and wellbeing allowance
*Paid study leave and ongoing professional development support
Why Apply?
This is an excellent opportunity for a qualified Paraplanner seeking a better work-life balance without compromising on career progression. The business is committed to offering flexible working in a meaningful way, making it ideal for candidates looking for part-time hours, condensed weeks, or greater control over their schedule.
If you’re looking to join a forward-thinking firm that truly invests in its people, we’d love to hear from you.
Job number 3576350
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