Paraplanner - Home based

Overview

Senior Recruitment Professional – Financial Services. Paraplanner – Home-Based (UK Only)

Salary: Up to £47,000 (negotiable) + bonus + excellent benefits

MBF is working exclusively with one of the UK’s largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner. This role sits within the firm’s dedicated remote paraplanning team, providing high-quality technical support across a pool of experienced Financial Planners nationwide. You’ll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes.

Key Responsibilities

• Provide technical paraplanning support to a pool of Financial Planners across the business.
• Prepare and maintain suitability reports, cashflow models, and technical research to support financial advice.
• Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey.
• Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products.
• Contribute to process improvements and knowledge sharing within the wider paraplanning team.

What We’re Looking For

• 3+ years’ experience in a paraplanning role within a financial planning or wealth management environment.
• Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships.
• Excellent communication and organisational skills, with a proactive, team-focused attitude.

What’s on Offer

• Fully home-based position – all equipment and software provided.
• A collaborative, team-based approach to paraplanning, supporting a wide range of advisers.
• Competitive salary up to £47,000, plus bonus and a comprehensive benefits package.
• Genuine career progression opportunities – including advanced technical development and pathways toward advisory or managerial roles.
• The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance.

Referrals, job postings, and location postings have been removed to focus on the role details and eligibility.