At a Glance
- Tasks: Create detailed reports and conduct research in pensions and investments.
- Company: Boutique Financial Planning firm with a focus on high-net-worth clients.
- Benefits: Competitive salary up to £50,000 and comprehensive company benefits.
- Other info: Opportunity for career progression towards Chartered status.
- Why this job: Join a remote team and support impactful financial advice for clients.
- Qualifications: Diploma qualified with strong report writing and prioritisation skills.
The predicted salary is between 43000 - 50000 £ per year.
mbf, a boutique Financial Planning firm, is recruiting an experienced Paraplanner for a fully remote role in the UK.
You’ll produce detailed suitability reports, conduct technical research across pensions and investments, and support the Adviser throughout the advice process with full admin support.
Diploma qualified with a pathway towards Chartered status is preferred; strong report writing, independence, and prioritisation are essential.
Basic salary up to £50,000 plus full company benefits.
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Remote Paraplanner for High-Net-Worth Planning employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
