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- 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: Access to modern technology and ongoing training for further qualifications.
The predicted salary is between 36000 - 60000 £ per year.
We are 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 are 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 are 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 will be supported with a full suite of modern technology and systems to mirror the office experience. In addition, there is 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.
Home Based Paraplanner in London employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home Based Paraplanner in London
✨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. Join relevant groups and engage with content to get noticed by recruiters in the Wealth Management space.
✨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. First impressions count!
✨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 our team and helps us keep track of your application.
We think you need these skills to ace Home Based Paraplanner in London
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 the 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 a lot of technical support, make sure to highlight your technical knowledge and experience with compliance and suitability reports. We want to know how you can help our Advisers deliver top-notch advice!
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’re considered for the role. Plus, it shows you’re keen on 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 standards and KYC requirements.
✨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 and make them impactful.
✨Emphasise Communication Skills
Since this role involves working closely with Advisers and Financial Planning Administrators, be prepared to discuss how you maintain strong communication in a remote setting. Share examples of how you've collaborated effectively with teams in the past.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company’s culture and professional development opportunities. Inquire about their approach to ongoing training and how they support career progression for remote employees.