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- Tasks: Prepare financial planning reports and support senior advisors with high-net-worth clients.
- Company: Top-tier UK wealth management firm with a focus on integrity and client excellence.
- Benefits: Competitive salary, annual bonus, private medical insurance, and exam sponsorship.
- Other info: Hybrid working model with excellent career progression opportunities.
- Why this job: Join a respected firm and develop your skills in a supportive, professional environment.
- Qualifications: 2-3 years of paraplanning experience and strong technical knowledge in finance.
The predicted salary is between 40000 - 50000 £ per year.
A leading UK wealth management firm is looking for a Level 4 Diploma qualified Paraplanner to join its well-established and highly respected Financial Planning team in Exeter. This is an excellent opportunity for an experienced Paraplanner seeking to step up into a top-tier private wealth environment, working closely on a one-to-one basis with a Senior Financial Planning Director and their portfolio of HNW and UHNW clients. You’ll be part of a collaborative, knowledgeable and supportive team where high-quality advice, strong professional standards and long-term career development are key priorities. The firm provides full exam support, a clearly defined progression pathway and a culture that actively promotes ongoing professional development.
The Opportunity
This role is ideal for a technically capable Paraplanner who wants to further develop their expertise within a highly professional setting. You will gain exposure to complex financial planning work and be part of a business that values accuracy, integrity and career development. You will have the opportunity to:
- Prepare high-quality cashflow models, research and suitability reports
- Contribute to technical discussions and strategy development within a leading planning team
- Attend client meetings and gain first-hand exposure to UHNW client relationships – should you want to
- Benefit from structured learning, exam sponsorship
Key Responsibilities
- Prepare financial planning reports and client recommendations to a high standard
- Conduct research and analysis across pensions, investments, taxation, and estate planning
- Support Financial Planning Directors in delivering advice and annual reviews
- Manage your own workload and maintain exceptional attention to detail
- Collaborate with internal teams to ensure consistency and best practice in advice delivery
About You
- 2–3 years of paraplanning experience within a financial planning or wealth management environment
- Strong technical knowledge of pensions, investments, and taxation
- Excellent written and verbal communication skills
- Proactive, detail-oriented, and eager to continue developing professionally
- Able to attend the Exeter office several times per week as part of a hybrid arrangement
Benefits
- Annual discretionary bonus
- Life cover and income protection
- Private Medical Insurance
- Option to buy or sell additional holidays
- Ongoing professional development and full exam support
- Hybrid working environment
Why Apply?
This is a rare opportunity to join one of the UK’s most respected wealth management firms, known for its integrity, client focus and commitment to professional excellence. You will work with an experienced financial planner on complex client cases, receive full support for further qualifications, and enjoy a long-term career path within a high-calibre planning environment.
Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills and experience as a Paraplanner. Remember, confidence is key, so show them why you’re the perfect fit!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We believe this small step can make a big difference in how you’re perceived.
✨Apply Through Our Website
If you see a role that excites you, apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you’re serious about joining our fantastic team!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant paraplanning experience to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our values. Be genuine and let your personality shine through!
Showcase Your Technical Skills: Since we’re looking for someone with strong technical knowledge, don’t shy away from mentioning specific areas like pensions, investments, and taxation. Give us examples of how you’ve applied this knowledge in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Exeter office!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and taxation. The firm is looking for someone with strong expertise, so be ready to discuss complex financial planning scenarios and demonstrate your understanding during the interview.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning roles that highlight your attention to detail and ability to manage your workload. Discuss how you've contributed to client recommendations and reports, as this will show your practical experience in a similar environment.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm's culture and professional development opportunities. Inquire about their approach to client relationships or how they support ongoing learning, as this demonstrates your eagerness to grow within the company.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm values collaboration and a supportive team environment, so showing your proactive attitude and eagerness to contribute will help you stand out as a great fit for their culture.