Junior Paraplanner

Junior Paraplanner

Wakefield Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support advisers by preparing client documentation and managing onboarding processes.
  • Company: Join a prestigious wealth management firm in London, known for its collaborative culture.
  • Benefits: Enjoy hybrid working, competitive salary, annual bonuses, and generous holiday allowance.
  • Why this job: Make a real impact in financial planning while growing your career in a supportive environment.
  • Qualifications: 2-3 years in financial services; strong report writing and attention to detail required.
  • Other info: Opportunity for permanent position and professional development in a dynamic team.

The predicted salary is between 30000 - 42000 £ per year.

An exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm. Based in London, this role supports a close-knit team of advisers and offers the potential to transition into a permanent position. This is a great opportunity for someone with a passion for high-quality financial planning and client service to join a supportive and professional environment that values growth and collaboration.

Key Responsibilities:

  • Prepare Statements of Suitability (SOS) following client meetings and ensure timely completion of review documentation.
  • Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches, and withdrawals.
  • Assist in client onboarding and new business processing using CRM systems (Xplan).
  • Maintain accurate and compliant advice files and ensure the highest standards of documentation and service.
  • Act as a point of contact for clients, providing updates and handling queries.
  • Support with data management, adviser pipeline, and post-meeting tasks.
  • Contribute to operational improvements and process enhancements across systems like Xplan.

What We’re Looking For:

  • 2-3 years of experience within financial services, ideally in paraplanning or adviser support.
  • Strong report writing and excellent attention to detail.
  • A solid understanding of pensions, investments, and financial planning products.
  • Organised, proactive, and capable of managing multiple tasks in a fast-paced environment.
  • Comfortable using Microsoft Office and CRM systems (experience with Xplan is highly desirable).
  • Industry qualifications (e.g. CII Level 4 Diploma in Financial Planning) are desirable but not essential.

Package & Benefits:

  • Competitive salary up to £42,000
  • Annual bonus scheme
  • Hybrid working setup (3 days in the office)
  • Private healthcare, income protection, and life assurance
  • Generous pension contribution (6% ER or 8% ER / 2% EE)
  • 27 days holiday + bank holidays
  • Supportive working culture with opportunities for professional development

If you’re looking to join a progressive firm where you can make a tangible impact and further your paraplanning career, we’d love to hear from you.

Junior Paraplanner employer: mbf

Join a prestigious wealth management firm in London as a Junior Paraplanner, where you'll thrive in a supportive and collaborative environment that prioritises professional growth. With a competitive salary, hybrid working options, and excellent benefits including private healthcare and a generous pension scheme, this role offers the perfect opportunity to develop your skills while making a meaningful impact in financial planning.
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Contact Detail:

mbf Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Junior Paraplanner

✨Tip Number 1

Network with professionals in the financial services industry, especially those who work as paraplanners or advisers. Attend industry events or webinars to connect with potential colleagues and learn more about the role.

✨Tip Number 2

Familiarise yourself with Xplan and other CRM systems commonly used in the industry. Consider taking online courses or tutorials to enhance your skills, as this will make you a more attractive candidate.

✨Tip Number 3

Stay updated on the latest trends and regulations in financial planning and paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.

✨Tip Number 4

Prepare to discuss specific examples of how you've contributed to operational improvements or process enhancements in previous roles. Highlighting your proactive approach will resonate well with potential employers.

We think you need these skills to ace Junior Paraplanner

Report Writing
Attention to Detail
Financial Planning Knowledge
Pensions and Investments Understanding
Client Service Skills
Organisational Skills
Proactive Approach
Time Management
CRM Systems Proficiency (Xplan preferred)
Data Management
Communication Skills
Problem-Solving Skills
Team Collaboration
Microsoft Office Proficiency

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any paraplanning or adviser support roles. Emphasise your report writing skills and attention to detail, as these are crucial for the Junior Paraplanner position.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and client service. Mention specific experiences that demonstrate your ability to prepare Statements of Suitability and manage multiple tasks effectively.

Highlight Relevant Skills: In your application, clearly outline your familiarity with CRM systems, especially Xplan, and your proficiency in Microsoft Office. If you have any industry qualifications, be sure to mention them as they can strengthen your application.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to eliminate any errors. A polished application reflects your attention to detail, which is essential for the role of a Junior Paraplanner.

How to prepare for a job interview at mbf

✨Know Your Financial Products

Make sure you have a solid understanding of pensions, investments, and financial planning products. Brush up on the latest trends and regulations in the financial services sector to demonstrate your knowledge during the interview.

✨Showcase Your Report Writing Skills

Since strong report writing is crucial for this role, prepare examples of reports you've written in the past. Be ready to discuss your attention to detail and how you ensure accuracy in your documentation.

✨Familiarise Yourself with CRM Systems

If you have experience with Xplan or similar CRM systems, be prepared to discuss it. If not, do some research on how these systems work and be ready to explain how you would adapt to using them in your new role.

✨Demonstrate Your Organisational Skills

This role requires managing multiple tasks in a fast-paced environment. Think of examples from your previous experience where you successfully juggled various responsibilities and how you prioritised your workload.

Junior Paraplanner
mbf
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  • Junior Paraplanner

    Wakefield
    Full-Time
    30000 - 42000 £ / year (est.)

    Application deadline: 2027-05-02

  • M

    mbf

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