We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward-thinking environment.
This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients.
Key Responsibilities
- Prepare detailed financial planning reports and recommendations across a wide range of advice areas
- Work closely with Financial Planners to develop bespoke solutions for both new and existing clients
- Act as a key point of contact for clients, delivering a high level of service
- Liaise directly with high-net-worth and ultra-high-net-worth individuals
- Support the wider team with technical expertise on new business and ongoing servicing
- Produce research, analysis and client-friendly documentation to support recommendations
- Ensure all work is completed in line with compliance and regulatory requirements
Requirements
- Proven experience in a Paraplanning role
- Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirable
- Strong technical knowledge across pensions, investments and financial planning
- Experience working with high-net-worth clients
- Familiarity with industry research tools such as Voyant, Selectapension or similar
- Excellent attention to detail and organisational skills
What\'s on Offer
- Basic salary up to £55,000 (depending on experience and qualifications)
- Hybrid working model
- Generous holiday allowance, with the option to purchase additional days
- Annual salary reviews
- Profit share scheme
- Comprehensive health and wellbeing support
- Ongoing training, exam support and clear progression opportunities
This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.
Paraplanner - Hybrid working in Gloucester 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.
