Paraplanner
other jobs mbf.
Added before 14 hours
- England,South West,Wiltshire
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
We are seeking an experienced Technical Paraplanner to join a forward-thinking, award-winning wealth management practice. This is an exciting opportunity to join a highly professional, client-focused team and play a key role in delivering exceptional financial planning services.
The Role
As a Technical Paraplanner, you will provide comprehensive support to financial consultants, ensuring all client interactions and recommendations are accurately prepared, compliant, and delivered to the highest standard. Day-to-day responsibilities include:
*Preparing compliant suitability reports and detailed financial plans based on consultant recommendations
*Supporting consultants ahead of client meetings
*Assisting with client annual reviews and post-meeting follow-up
*Conducting technical research and analysing client data
*Investing client funds in line with consultant recommendations
*Identifying investment and tax-saving opportunities for clients
*Liaising closely with the service team and managing your own workload efficiently
*Evaluating investment portfolios alongside consultants
Skills, Experience & Qualifications Required
*Diploma-qualified (Level 4) in financial planning
*Minimum 3 years’ experience in a technical paraplanner role
*Strong knowledge of IT, MS Word & Excel, and experience with back-office financial systems
*Excellent telephone manner and client-facing skills
*Flexible approach and ability to work under pressure to deadlines
*High organisational skills and strong interpersonal attributes
Why Join?
This is an excellent opportunity to work with a dynamic, growing financial planning practice, where you will:
*Be part of a highly skilled and supportive team
*Receive structured training and ongoing development opportunities
*Bring your own enthusiasm and flair to the paraplanning team
*Contribute to a company that values client service and staff development equally
Package:
*Basic salary to £55,000
*Discretionary bonuses
*Pension
*Group income protection
*Life cover
*Hybrid working
If you are a motivated, detail-oriented paraplanner looking to progress your career within a supportive and client-focused environment, we’d love to hear from you.
The Role
As a Technical Paraplanner, you will provide comprehensive support to financial consultants, ensuring all client interactions and recommendations are accurately prepared, compliant, and delivered to the highest standard. Day-to-day responsibilities include:
*Preparing compliant suitability reports and detailed financial plans based on consultant recommendations
*Supporting consultants ahead of client meetings
*Assisting with client annual reviews and post-meeting follow-up
*Conducting technical research and analysing client data
*Investing client funds in line with consultant recommendations
*Identifying investment and tax-saving opportunities for clients
*Liaising closely with the service team and managing your own workload efficiently
*Evaluating investment portfolios alongside consultants
Skills, Experience & Qualifications Required
*Diploma-qualified (Level 4) in financial planning
*Minimum 3 years’ experience in a technical paraplanner role
*Strong knowledge of IT, MS Word & Excel, and experience with back-office financial systems
*Excellent telephone manner and client-facing skills
*Flexible approach and ability to work under pressure to deadlines
*High organisational skills and strong interpersonal attributes
Why Join?
This is an excellent opportunity to work with a dynamic, growing financial planning practice, where you will:
*Be part of a highly skilled and supportive team
*Receive structured training and ongoing development opportunities
*Bring your own enthusiasm and flair to the paraplanning team
*Contribute to a company that values client service and staff development equally
Package:
*Basic salary to £55,000
*Discretionary bonuses
*Pension
*Group income protection
*Life cover
*Hybrid working
If you are a motivated, detail-oriented paraplanner looking to progress your career within a supportive and client-focused environment, we’d love to hear from you.
Job number 3607030
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
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...