Paraplanner - Hybrid Options
other jobs mbf.
Added before 8 Days
- England,South West,Bristol
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
We are proud to be partnering with a national, award-winning financial planning practice that has built an outstanding reputation across the UK, with a particularly strong presence in the South West. Known for its client-first approach and exceptional standards of advice, this firm is widely regarded as one of the best places to work in the industry.
With minimal staff turnover and a genuinely supportive, collaborative culture, this is a business that truly values its people. Many employees have long tenures, reflecting the positive working environment and strong internal culture.
Due to continued growth, they are now seeking a qualified Paraplanner to join their team.
The Role:
This is a key position within the business, providing high-level technical support to a team of Financial Advisers. You will also have administrative support working with you, allowing you to focus on delivering quality technical work.
Key Responsibilities:
*Producing detailed and compliant suitability reports
*Conducting technical research across pensions, investments, and protection
*Supporting Financial Advisers in developing robust financial strategies
*Ensuring recommendations are aligned with client objectives and regulatory standards
*Working closely with administrators who will support with processing and paperwork
About You:
*Level 4 Diploma qualified (essential)
*Experience in a Paraplanning role within a financial planning environment
*Strong technical knowledge across pensions, investments, and protection
*Excellent report writing and analytical skills
*Organised, detail-oriented, and able to manage multiple cases
What’s on Offer:
*Basic salary up to £50,000 (depending on experience)
*Discretionary bonus
*Generous pension and holiday allowance
*Private medical insurance
*Life assurance
*Income protection
*A genuinely supportive, long-term career environment within an award-winning firm
This is a fantastic opportunity for a Paraplanner looking to join a highly respected business where you can focus on what you do best, within a team that values quality, professionalism, and people.
With minimal staff turnover and a genuinely supportive, collaborative culture, this is a business that truly values its people. Many employees have long tenures, reflecting the positive working environment and strong internal culture.
Due to continued growth, they are now seeking a qualified Paraplanner to join their team.
The Role:
This is a key position within the business, providing high-level technical support to a team of Financial Advisers. You will also have administrative support working with you, allowing you to focus on delivering quality technical work.
Key Responsibilities:
*Producing detailed and compliant suitability reports
*Conducting technical research across pensions, investments, and protection
*Supporting Financial Advisers in developing robust financial strategies
*Ensuring recommendations are aligned with client objectives and regulatory standards
*Working closely with administrators who will support with processing and paperwork
About You:
*Level 4 Diploma qualified (essential)
*Experience in a Paraplanning role within a financial planning environment
*Strong technical knowledge across pensions, investments, and protection
*Excellent report writing and analytical skills
*Organised, detail-oriented, and able to manage multiple cases
What’s on Offer:
*Basic salary up to £50,000 (depending on experience)
*Discretionary bonus
*Generous pension and holiday allowance
*Private medical insurance
*Life assurance
*Income protection
*A genuinely supportive, long-term career environment within an award-winning firm
This is a fantastic opportunity for a Paraplanner looking to join a highly respected business where you can focus on what you do best, within a team that values quality, professionalism, and people.
Job number 3621555
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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...