At a Glance
- Tasks: Prepare financial planning reports and conduct research on pensions, investments, and taxation.
- Company: Employee-owned financial planning firm with a collaborative culture.
- Benefits: Up to £47,000 salary, hybrid working, private medical insurance, and profit share.
- Other info: Enjoy structured learning, exam sponsorship, and excellent career growth opportunities.
- Why this job: Gain exposure to UHNW clients and develop your expertise in a professional setting.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2-3 years of paraplanning experience.
The predicted salary is between 47000 - 47000 £ per year.
We are seeking an experienced Paraplanner to support financial planning services within a well‐established Financial Planning firm based in the South West. The business is employee‐owned, has a collaborative culture and a strong focus on quality, accuracy and career development for its staff. This role is ideal for a technically capable Paraplanner looking to further develop expertise within a highly professional setting, gaining exposure to complex financial planning work.
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 – if desired
- Benefit from structured learning and 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:
- Level 4 Diploma in Regulated Financial Planning (or within two exams)
- 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
Package:
- Basic salary up to £47,000 (depending on experience)
- Hybrid working – typically 3 days in the office and 2 days from home
- Private Medical Insurance – personal and family cover
- Life Assurance (x4 salary)
- Permanent Health Insurance
- Employee‐owned structure with profit share and bonus potential
By joining our team, you will work alongside experienced financial planners 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
Join a well-established, employee-owned Financial Planning firm in the South West, where collaboration and quality are at the heart of our culture. As a Paraplanner, you will benefit from structured learning opportunities, exam sponsorship, and the chance to work on complex financial planning cases alongside experienced professionals, all while enjoying a hybrid working model and comprehensive benefits including private medical insurance and profit sharing.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
