Paraplanner
other jobs mbf.
Added before 1 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
A first-class opportunity has arisen to join a highly regarded and exclusive wealth planning based out of Bishops Stortford.
This is a fantastic role within a collaborative Advice Team, supporting an experienced Chartered Adviser and playing a key part in delivering high-quality, planning-led financial advice.
The Role
As a Paraplanner, you will be responsible for producing technically robust financial planning outputs and supporting the delivery of clear, client-focused recommendations.
Key responsibilities include:
*Preparing detailed financial plans, suitability reports, and recommendation documents
*Building and analysing cashflow models and planning scenarios
*Conducting research across pensions, investments, and tax planning
*Supporting client meetings, with opportunities to attend and present elements over time
*Maintaining accurate and compliant client records
*Liaising with platforms, providers, and third parties
*Working closely with Advisers and Client Managers to ensure a seamless client journey
About You
*Ideally 2+ years’ paraplanning experience (less considered for the right candidate)
*Level 4 Diploma in Regulated Financial Planning (essential)
*Progressing towards Chartered status (preferred)
*Strong technical knowledge across pensions, investments, and tax planning
*Experience with cashflow modelling and report writing
*Highly organised with excellent attention to detail
*Confident communicator with a proactive and collaborative approach
Personality and cultural fit are just as important as technical ability. You will thrive in an open, supportive and team-focused environment.
Progression & Development
*Clear pathway to Adviser within approximately 18–24 months (if desired)
*Alternatively, opportunity to develop as a technical specialist
*Increasing exposure to client meetings and presentations as you progress
What’s on Offer
*Salary £40,000 – £50,000
*Hybrid working
*Highly flexible working hours
*Excellent benefits package
*Supportive, collaborative culture
*Strong career progression opportunities
This is an excellent opportunity for a Paraplanner looking to join a forward-thinking firm that values both technical excellence and people.
This is a fantastic role within a collaborative Advice Team, supporting an experienced Chartered Adviser and playing a key part in delivering high-quality, planning-led financial advice.
The Role
As a Paraplanner, you will be responsible for producing technically robust financial planning outputs and supporting the delivery of clear, client-focused recommendations.
Key responsibilities include:
*Preparing detailed financial plans, suitability reports, and recommendation documents
*Building and analysing cashflow models and planning scenarios
*Conducting research across pensions, investments, and tax planning
*Supporting client meetings, with opportunities to attend and present elements over time
*Maintaining accurate and compliant client records
*Liaising with platforms, providers, and third parties
*Working closely with Advisers and Client Managers to ensure a seamless client journey
About You
*Ideally 2+ years’ paraplanning experience (less considered for the right candidate)
*Level 4 Diploma in Regulated Financial Planning (essential)
*Progressing towards Chartered status (preferred)
*Strong technical knowledge across pensions, investments, and tax planning
*Experience with cashflow modelling and report writing
*Highly organised with excellent attention to detail
*Confident communicator with a proactive and collaborative approach
Personality and cultural fit are just as important as technical ability. You will thrive in an open, supportive and team-focused environment.
Progression & Development
*Clear pathway to Adviser within approximately 18–24 months (if desired)
*Alternatively, opportunity to develop as a technical specialist
*Increasing exposure to client meetings and presentations as you progress
What’s on Offer
*Salary £40,000 – £50,000
*Hybrid working
*Highly flexible working hours
*Excellent benefits package
*Supportive, collaborative culture
*Strong career progression opportunities
This is an excellent opportunity for a Paraplanner looking to join a forward-thinking firm that values both technical excellence and people.
Job number 3560742
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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...