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- Tasks: Produce detailed financial plans and manage client relationships in a dynamic environment.
- Company: Join a renowned investment management and financial planning practice.
- Benefits: Competitive salary, discretionary bonuses, and flexible remote working options.
- Why this job: Empower yourself to deliver bespoke financial solutions while building genuine client relationships.
- Qualifications: 5+ years in paraplanning, strong knowledge of financial planning, and excellent communication skills.
- Other info: Collaborative team culture with opportunities for career growth and leadership.
The predicted salary is between 50000 - 60000 ÂŁ per year.
2 days ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Director/Senior Recruitment Consultant – Financial Services – South West & Wales
We are working with a highly successful, well-established Investment Management and Financial Planning practice, renowned for delivering complex and holistic financial planning to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. They are now looking to recruit an experienced/Senior Paraplanner to join their close-knit, high-performing team.
The Role
This is a technically challenging and highly rewarding paraplanning role. You will work closely with the Head of Wealth, helping to manage a book of clients and delivering high-level paraplanning support.
Your responsibilities will include:
- Producing detailed technical analysis and complex financial plans
- Handling sophisticated client cases (beyond templated reports)
- Supporting client relationship management and engagement
- Contributing to process improvements and potential team leadership over time
This role is ideal for someone proactive, commercially aware and highly technical – someone ready to deliver bespoke financial planning solutions.
What we are looking for:
- Minimum of 5 years’ experience in a paraplanning role
- Strong knowledge of pensions, investments, and holistic financial planning
- Chartered status or working towards it
- Proficiency with Voyant and FE Analytics
- Experience managing complex cases, implementing processes, or mentoring others
- Confident and clear communicator, able to work directly with clients
- Career Paraplanner with a detail-oriented, fast-paced, and focused approach
What’s on Offer
- Salary between £50,000 – £60,000+ (potential flexibility for exceptional candidates)
- Discretionary bonus scheme
- Flexible and remote working with only 1 day per quarter in the London office
- Opportunity to work in a collaborative, intelligent, and highly supportive team environment
This is a rare chance to join a forward-thinking practice where you’ll be empowered to deliver your best work and build genuine client relationships.
If you’re a career Paraplanner who thrives in a fast-paced, high-trust environment and wants the freedom of remote work without sacrificing the quality of your day-to-day role – we’d love to hear from you.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Bournemouth, England, United Kingdom 2 hours ago
Southampton, England, United Kingdom 2 days ago
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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 finance world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss complex financial plans and how you’ve handled sophisticated client cases in the past. Show them you’re the proactive, detail-oriented Paraplanner they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it shows you’re serious about landing that Home Based Paraplanner role!
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 Home Based Paraplanner role. Highlight your experience in paraplanning, especially with complex cases and financial planning. We want to see how your skills align with 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 the perfect fit for our team. Share specific examples of your past work and how it relates to the responsibilities mentioned in the job description.
Showcase Your Technical Skills: Since this role is technically challenging, make sure to showcase your knowledge of pensions, investments, and any software like Voyant and FE Analytics. We love seeing candidates who are confident in their technical abilities!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and holistic financial planning. Given the technical nature of the role, being able to discuss complex financial plans confidently will impress your interviewers.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've managed complex cases or contributed to process improvements. This will demonstrate your proactive approach and ability to handle the responsibilities of a Senior Paraplanner.
✨Communicate Clearly
As a paraplanner, you'll need to communicate effectively with clients and team members. Practice articulating your thoughts clearly and concisely, especially when discussing technical details or client strategies.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
