A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice based in Basingstoke. This is an excellent opportunity to become part of a successful and growing wealth management firm with a strong reputation for delivering high-quality, client-focused financial advice.
Working as part of a collaborative and highly skilled team, you will provide vital technical support to successful Financial Planners, producing detailed analysis and suitability reports to help deliver tailored financial planning solutions for clients.
Key Responsibilities
- Preparing detailed suitability reports covering pensions, investments, protection, and tax planning
- Carrying out technical research and analysis to support client recommendations
- Supporting Financial Planners with pre- and post-meeting preparation
- Reviewing existing client portfolios and identifying planning opportunities
- Liaising with product providers and internal teams to ensure efficient case progression
- Supporting ongoing client servicing, including annual reviews and recommendations
About You
- Previous experience working as a Paraplanner within a financial planning or wealth management environment
- Strong technical knowledge across pensions, investments, and broader financial planning matters
- Diploma qualified (Level 4), with progression towards Chartered status desirable
- Excellent report writing skills and strong attention to detail
- Highly organised with the ability to manage multiple priorities effectively
- A proactive, collaborative, and team-focused approach
What’s on Offer
- Basic salary up to £50,000
- Hybrid working – 3 days in the office and 2 days from home
- Competitive benefits package
- Opportunity to join a growing and highly regarded wealth management firm
- Supportive and collaborative working environment
- Clear career progression opportunities, including support towards further professional qualifications
This is an excellent opportunity for an experienced Paraplanner who is looking to join a progressive firm where they can continue to develop their technical expertise, contribute to high-quality financial planning outcomes, and play a key role within a successful advisory team.
Paraplanner - Hybrid role in Basingstoke employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
