Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide high-level support to Financial Planners and prepare detailed suitability reports.
- Company: Reputable Wealth Management firm known for its strong culture and professional development.
- Benefits: Salary up to £47,000, bonuses, private medical insurance, and flexible benefits.
- Why this job: Enjoy a fully remote role with genuine career progression and a supportive team.
- Qualifications: Experience in paraplanning and a Level 4 Diploma in Financial Planning.
- Other info: Work with modern technology and enjoy ongoing development opportunities.
The predicted salary is between 33600 - 58800 £ per year.
Role
Director/Senior Recruitment Consultant – Financial Services – South West & Wales
We’re partnering with a highly respected national Wealth Management organisation to recruit an experienced Paraplanner. Known for their strong culture, professional development, and flexible working model, this firm offers the ideal environment for skilled professionals looking to work remotely without compromising on career progression or collaboration.
This opportunity offers a home-based contract with full remote setup provided, giving you the freedom to work efficiently and effectively from wherever you’re based.
The Role
As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. Working closely with both Advisers and Financial Planning Administrators, your responsibilities will include:
- Preparing detailed and compliant suitability reports across a broad range of advice areas and product types
- Conducting technical research to support advice strategies
- Ensuring client files are fully compliant, up-to-date, and demonstrate appropriate KYC and suitability standards
- Collaborating closely with Advisers to ensure accurate and client-focused advice delivery
- Supporting Financial Planners in complex advice areas such as cashflow modelling and attending client meetings when required
- Contributing to the use and optimisation of planning tools and systems
What we’re looking for
- Experience in a paraplanning role within a Financial Planning or Wealth Management firm
- Minimum Level 4 Diploma in Financial Planning (or equivalent)
- Strong technical knowledge and a proactive, detail-oriented mindset
- Ability to work independently while maintaining strong communication with remote teams
You’ll be supported with a full suite of modern technology and systems to mirror the office experience. In addition, there’s a strong focus on ongoing development and progression within the business.
What’s on offer
- Salary up to £47,000
- Annual discretionary bonus
- Group life assurance & income protection
- Private medical insurance
- Employee Assistance Programme
- Flexible benefits platform
- Full exam support and training for further qualifications
This is an ideal role for a Paraplanner seeking a long-term, fully remote opportunity with a reputable firm that offers genuine career progression and a supportive, professional culture.
#J-18808-Ljbffr
Home Based Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home Based Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised!
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience in paraplanning. Join relevant groups and engage with posts to get noticed by recruiters.
✨Tip Number 3
Prepare for virtual interviews! Since this role is home-based, you'll likely be interviewed online. Practice common interview questions and ensure you have a quiet, professional-looking space for the call.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like this one. Plus, it shows you're serious about joining a company that values remote work and career growth.
We think you need these skills to ace Home Based Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Technical Skills: Since this role involves high-level technical support, make sure to highlight your technical knowledge and experience with compliance and suitability reports. We’re keen to see how you can help us deliver top-notch advice to our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and financial services. Be ready to discuss specific advice areas and product types, as well as demonstrate your understanding of compliance and KYC standards.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your experience in preparing suitability reports and conducting technical research. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Communicate Clearly
Since this role involves remote collaboration, practice articulating your thoughts clearly and concisely. Be prepared to discuss how you maintain communication with advisers and financial planning administrators while working independently.
✨Ask Insightful Questions
At the end of the interview, don’t hesitate to ask questions about the company culture, professional development opportunities, and the tools they use for planning. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
