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- Tasks: Provide technical support and mentorship in a collaborative paraplanning team.
- Company: Leading UK financial planning firm with a strong reputation for client-focused advice.
- Benefits: Competitive salary, bonus, hybrid working, and ongoing professional development.
- Why this job: Step into a senior role with clear career progression and make a real impact.
- Qualifications: 3+ years of paraplanning experience and strong technical knowledge in finance.
- Other info: Join a supportive team and work for a respected national firm.
The predicted salary is between 39600 - 66000 £ per year.
We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team. Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities.
This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway – should you want to.
The Role
- Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance.
- At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning.
Key Responsibilities
- Produce clear, accurate and high-quality suitability reports within agreed timescales
- Analyse client objectives and identify key financial planning considerations
- Evaluate existing financial arrangements and provide technical analysis
- Undertake whole-of-market research across investments, pensions and protection solutions
- Interpret risk analysis and assess suitability of recommendations
- Provide technical, research and administrative support to Financial Planners
- Attend client meetings where required
- Maintain accurate client records and ensure compliance standards are met
- Keep up to date with regulatory developments and industry changes
- Mentor and support trainee and junior paraplanners
- Assist with quality checking and technical oversight of reports
- Contribute to process improvements and business efficiency projects
- Act as a technical role model within the paraplanning team
About You
- To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support.
- Previous experience within an IFA / Financial Planning environment
- Strong suitability report writing experience
- Excellent technical knowledge across pensions, investments and protection
- Minimum 3+ years’ experience in a technical paraplanning role
- Experience mentoring or supporting junior paraplanners
- Cashflow modelling experience
- Familiarity with Intelliflo Office and industry research tools
What’s on Offer
- Competitive salary to £55,000 plus bonus and strong company benefits
- Hybrid and flexible working arrangements
- Clear career progression pathway (including Adviser/Consultant route)
- Supportive and collaborative team environment
- Ongoing professional development and exam support
- Opportunity to work for a highly respected, national financial planning firm
If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.
Senior Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical expertise and experience in producing high-quality suitability reports. We want to see how you can add value to their team, so be ready to share examples of your work!
✨Prepare for Interviews
Do your homework on the company and the role. Understand their values and how they deliver client-focused advice. We recommend practising common interview questions and preparing some thoughtful questions of your own to show you’re genuinely interested.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior 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 technical knowledge in pensions, investments, and protection, as well as any mentoring experience you've had. We want to see how you fit into our collaborative culture!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your experience aligns with the Senior Paraplanner role. Don’t forget to mention your commitment to high-quality client service and compliance.
Showcase Your Suitability Report Writing Skills: Since writing clear and accurate suitability reports is key for this role, consider including examples of your previous work or discussing your approach to report writing. We love seeing candidates who take pride in their output!
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. 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, especially around pensions, investments, and protection. Be ready to discuss specific cases you've worked on and how you approached them. This will show that you’re not just familiar with the theory but can apply it in real-world scenarios.
✨Suitability Reports are Key
Since you'll be producing suitability reports, be prepared to talk about your writing process. Bring examples of your previous reports and be ready to explain how you ensure accuracy and compliance. Highlight any feedback you've received that showcases your attention to detail.
✨Mentorship Matters
As a senior paraplanner, mentoring junior team members is part of the role. Think of examples where you've supported or guided others in their development. This shows your leadership skills and commitment to fostering a collaborative environment.
✨Stay Current
The financial planning industry is always changing, so make sure you're up to date with the latest regulatory developments and market trends. Mention any recent changes you've adapted to in your work, as this demonstrates your proactive approach and dedication to continuous learning.