Paraplanner
other jobs mbf.
Added before 2 Days
- England,South West,Gloucestershire,Cheltenham
- Full Time, Permanent
- £50,000 - £62,000 per annum
Job Description:
We’re working with a top-tier wealth management business to recruit a Level 4 Diploma-qualified Paraplanner to join their growing team. With a strong reputation for delivering high-quality advice and an impressive track record of growth, this firm offers an excellent environment for all of their staff – with minimal staff turnover across the whole business.
Operating across the UK and internationally, the business combines a highly personal service with the scale and capability of a major organisation. They provide integrated financial planning, discretionary investment management and advisory services to high-net-worth individuals, families, and professional clients.
This is a fantastic opportunity to join a collaborative, forward-thinking team where your work will have a real impact on client outcomes.
The Role
As a Paraplanner, you will play a key role in supporting Wealth Planners to deliver holistic, high-quality financial advice. You’ll be involved throughout the advice process, providing technical expertise and ensuring recommendations are tailored to each client’s needs.
Your responsibilities will include:
*Conducting detailed research across pensions, investments, protection and tax planning
*Preparing clear, client-focused suitability reports and technical documentation
*Supporting the end-to-end advice process with accurate analysis and recommendations
*Carrying out calculations and modelling, including cashflow forecasting
*Ensuring all work meets regulatory and compliance standards
*Collaborating closely with advisers and wider team members to deliver strong client outcomes
About You
To be considered, you will have:
*A Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Experience working as a Paraplanner within a financial planning environment
*Strong technical knowledge across core financial planning areas
*Excellent report writing and communication skills
*A proactive, detail-oriented and team-focused approach
*A strong understanding of compliance and delivering good client outcomes
What’s on Offer
*Salary up to £62,000
*Generous discretionary bonus
*Comprehensive benefits package
*Hybrid working (typically 3 days in the office, 2 from home)
*Ongoing professional development and career progression opportunities
Why Apply?
This is a rare opportunity to join a highly respected, client-focused wealth manager that offers both scale and a relationship-led approach. You’ll be part of a high-performing, supportive team with access to excellent technical resources and the chance to work on complex, rewarding cases for an affluent client base.
Operating across the UK and internationally, the business combines a highly personal service with the scale and capability of a major organisation. They provide integrated financial planning, discretionary investment management and advisory services to high-net-worth individuals, families, and professional clients.
This is a fantastic opportunity to join a collaborative, forward-thinking team where your work will have a real impact on client outcomes.
The Role
As a Paraplanner, you will play a key role in supporting Wealth Planners to deliver holistic, high-quality financial advice. You’ll be involved throughout the advice process, providing technical expertise and ensuring recommendations are tailored to each client’s needs.
Your responsibilities will include:
*Conducting detailed research across pensions, investments, protection and tax planning
*Preparing clear, client-focused suitability reports and technical documentation
*Supporting the end-to-end advice process with accurate analysis and recommendations
*Carrying out calculations and modelling, including cashflow forecasting
*Ensuring all work meets regulatory and compliance standards
*Collaborating closely with advisers and wider team members to deliver strong client outcomes
About You
To be considered, you will have:
*A Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Experience working as a Paraplanner within a financial planning environment
*Strong technical knowledge across core financial planning areas
*Excellent report writing and communication skills
*A proactive, detail-oriented and team-focused approach
*A strong understanding of compliance and delivering good client outcomes
What’s on Offer
*Salary up to £62,000
*Generous discretionary bonus
*Comprehensive benefits package
*Hybrid working (typically 3 days in the office, 2 from home)
*Ongoing professional development and career progression opportunities
Why Apply?
This is a rare opportunity to join a highly respected, client-focused wealth manager that offers both scale and a relationship-led approach. You’ll be part of a high-performing, supportive team with access to excellent technical resources and the chance to work on complex, rewarding cases for an affluent client base.
Job number 3690686
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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...