Full job descriptionmbf are working with a highly respected, long-established professional services firm based in Central London to recruit an experienced Paraplanner.
This is an excellent opportunity to join a successful and growing business that offers genuine flexibility, an outstanding benefits package and excellent opportunities for long-term career development.
The firm provides independent financial planning advice to a broad range of private clients and business owners, offering a genuinely holistic approach to wealth management.
You’ll be joining a small, friendly and collaborative Financial Planning team, benefiting from the resources and stability of a substantial professional services organisation.
The Opportunity
Working closely with experienced Financial Planners, you’ll be involved in a wide range of interesting financial planning cases, with plenty of opportunity for direct client interaction.
This isn’t simply a report-writing position. The successful candidate will be encouraged to develop relationships with clients, attend meetings and become actively involved in the wider financial planning process.
Key responsibilities will include:
*Preparing detailed suitability reports and financial planning recommendations.
*Undertaking technical research, product selection and due diligence.
*Working closely with Financial Planners on a variety of client cases.
*Attending client meetings and developing client relationships.
*Liaising with product providers and other professional advisers.
*Supporting the delivery of holistic financial planning advice.
*Developing technical knowledge and contributing to the wider team.
About You
We’re looking for an enthusiastic and motivated Paraplanner who enjoys technical financial planning and working as part of a close-knit team.
Ideally, you’ll have:
*A minimum of two years’ Paraplanning experience.
*Level 4 Diploma in Financial Planning, or be working towards completion.
*Good technical knowledge across pensions, investments and financial planning.
*Strong written and verbal communication skills.
*Excellent attention to detail and organisational skills.
*A proactive, professional and collaborative approach.
Flexible & Hybrid Working
One of the biggest attractions of this opportunity is the excellent work-life balance on offer.
The firm operates a hybrid working arrangement requiring just two days per week in the London office, with the remaining three days working from home.
They also offer a flexible Smart Working policy, allowing employees to adjust their working hours around personal commitments, with core office hours of 10am–4pm.
This makes the opportunity particularly attractive to candidates seeking greater flexibility without compromising on career development.
Salary & Benefits
Alongside a competitive salary of £40,000–£50,000, the firm offers an excellent benefits package, including:
*Annual bonus scheme.
*26 days’ annual leave plus bank holidays.
*Private medical insurance.
*Dental insurance.
*Employer pension contributions of 4–5%.
*Flexible working hours core hours 10am - 4pm
*Hybrid working – 2 days office / 3 days home.
*Enhanced maternity, paternity and shared parental leave.
*Interest-free season ticket loans.
*Cycle-to-work scheme and additional flexible benefits.
*Employee wellbeing initiatives and regular social events.
*Ongoing professional development and career support.
Career Progression
The firm places considerable emphasis on developing its people and offers genuine opportunities for longer-term career progression.
For candidates interested in eventually moving into Financial Advice, there is potential to progress towards an Adviser position over the next 2–3 years, depending on experience and performance.
Equally, candidates who wish to remain in Paraplanning and continue developing their technical expertise will be fully supported.
This is an excellent opportunity to join a stable, successful and highly regarded business that genuinely values its employees and offers an attractive combination of flexibility, professional development and career progression.