Paraplanner
other jobs mbf.
Added before 1 Days
  • England,South West,Dorset
  • Full Time, Permanent
  • £40,000 - £50,000 per annum
Job Description:
An award-winning national wealth management firm with an excellent reputation is seeking an ambitious Paraplanner to join its well-established team. This is a fantastic opportunity to join a business that genuinely invests in its people, offering strong training, full study support and clear long-term career development.
Working closely with Senior Financial Planners, you will provide high-quality paraplanning support, including technical research, suitability report writing and detailed analysis across a broad range of cases.
You will be part of a collaborative and supportive team where your contribution is valued and your technical skills can continue to develop. The role offers clear progression pathways for those who may wish to move into advisory or management roles in the future, while also being equally suited to someone looking to build a long-term career as a paraplanner.
Requirements:
*Proven experience as a Paraplanner
*Level 4 Diploma qualified (working towards Chartered status highly desirable)
*Strong technical knowledge
*Excellent communication skills, with the ability to collaborate effectively with advisers and clients
What’s on offer:
*Competitive salary up to £50,000 (depending on experience)
*Bonus scheme (very good)
*Comprehensive benefits package
*Hybrid working
*Ongoing professional development with full study support towards Chartered status
This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.
Job number 3646392

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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...
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