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- Tasks: Support Senior Financial Planners with detailed reports and technical research.
- Company: Join a respected Wealth Management firm known for its strong culture and professional growth.
- Benefits: Enjoy remote work, competitive salary, bonuses, and excellent pension schemes.
- Why this job: Perfect for those seeking flexibility, career progression, and a collaborative environment.
- Qualifications: Experience in paraplanning and a Level 4 Diploma in Financial Planning required.
- Other info: Full tech support and ongoing development opportunities provided.
The predicted salary is between 42000 - 52000 £ per year.
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
- Excellent pension scheme
- Group life assurance & income protection
- Private medical insurance
- Employee Assistance Programme
- Generous holiday allowance
- 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.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home-Based Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software that are commonly used in the industry. Being well-versed in these technologies will not only enhance your efficiency but also demonstrate your commitment to staying current in your field.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work remotely. Engaging with others in similar roles can provide insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully collaborated with advisers and financial planners in the past. Highlighting your experience in producing compliant suitability reports and conducting technical research will showcase your expertise.
✨Tip Number 4
Demonstrate your proactive approach by outlining how you stay updated on regulatory changes and best practices in financial planning. This will show potential employers that you are detail-oriented and committed to compliance, which is crucial for a 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 highlights your experience in paraplanning and any relevant qualifications, such as the Level 4 Diploma in Financial Planning. Use keywords from the job description to demonstrate that you meet the specific requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your technical knowledge and detail-oriented mindset. Mention your ability to work independently and your experience collaborating with remote teams, as these are key aspects of the role.
Showcase Relevant Experience: In your application, provide examples of your previous work in preparing suitability reports and conducting technical research. Highlight any experience with cashflow modelling or client meetings to align with the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a paraplanner role.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge during the interview. Be prepared to discuss specific financial planning concepts and tools you've used in previous roles, as well as how you approach conducting technical research.
✨Highlight Your Attention to Detail
Given the importance of compliance and accuracy in this role, it's crucial to showcase your detail-oriented mindset. Share examples of how you've ensured client files are compliant and up-to-date in past positions, and explain your process for preparing suitability reports.
✨Emphasise Your Communication Skills
Since you'll be working remotely and collaborating with various teams, strong communication skills are essential. Prepare to discuss how you maintain effective communication with Advisers and Financial Planning Administrators, especially when working independently.
✨Demonstrate Your Proactive Approach
Employers value candidates who take initiative. Be ready to provide examples of how you've proactively contributed to team projects or improved processes in your previous roles. This will show that you're not just reactive but also forward-thinking in your approach.
