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- Tasks: Support Wealth Planners by conducting research and preparing client-centric reports.
- Company: Top-10 wealth manager known for growth and exceptional client satisfaction.
- Benefits: Market-leading salary up to £62,000, generous bonus, and comprehensive benefits.
- Other info: Flexible hybrid working arrangements and excellent career development opportunities.
- Why this job: Make a significant impact in a collaborative environment with high-profile clients.
- Qualifications: Level 4 qualification and strong experience in financial planning.
The predicted salary is between 62000 - 62000 £ per year.
We are seeking a Senior Paraplanner to join a top-10 wealth manager with a strong track record of growth, exceptional client satisfaction and a truly collaborative culture. The business has an excellent name in the industry with offices across the UK, Europe and beyond. This business combines personal service with scale and capability, delivering integrated wealth planning, discretionary investment management and advisory services to high‑net‑worth individuals, families, charities and professionals. This is a fantastic opportunity for a paraplanner ready to make a significant impact.
About the role
As a Senior Paraplanner you will play a pivotal role in supporting Wealth Planners to deliver high‑quality holistic financial advice. Actively support Wealth Planners by carrying out thorough research across pensions, protection, investment management, tax planning and other financial planning areas to enable strong client outcomes. Prepare client‑centric suitability reports and other technical documents in line with regulatory requirements and internal compliance standards. Provide complex technical input and proactive support that enhances the end‑to‑end advice process. Undertake accurate calculations and modelling, including cash‑flow analysis, to support recommendations that align with each client’s circumstances. Draft clear, fair and compliant communications that support good outcomes. Act as a reference point for technical queries within the team and support the development of junior paraplanners.
You will be considered for this role if you have:
- A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent)
- Strong experience working in a paraplanner capacity within a financial planning environment
- Excellent technical knowledge across pensions, investments, protection and taxation
- Strong report‑writing and communication skills
- Proactive approach to research, problem‑solving and collaboration
- A strong compliance focus, always acting in the best interests of clients and aligned with regulatory expectations
What’s on offer
This role offers a market‑leading salary up to £62,000, together with a generous discretionary bonus and a comprehensive benefits package. The firm also supports flexible working, with hybrid arrangements (typically three days in the office and two days working from home once initial training is complete). This is a rare opportunity to join a market leading, client‑focused wealth management business that combines scale and expertise with a relationship‑led approach. You will be part of a high‑performing team with access to excellent technical resources and the chance to influence the quality of advice delivered to a diverse and affluent client base.
Paraplanner - Basic to £62,000 - Hybrid working in Surrey employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Basic to £62,000 - Hybrid working in Surrey
✨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 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 questions. We recommend having a few examples ready that showcase your skills and experience, especially around financial planning and client service. Remember, confidence is key!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your technical knowledge and problem-solving abilities. We want to see how you can add value to their team, so don’t hold back on sharing your successes and insights.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. We’re here to help you find the right fit for your skills and ambitions.
We think you need these skills to ace Paraplanner - Basic to £62,000 - Hybrid working in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your relevant experience in financial planning, especially your technical knowledge across pensions, investments, and taxation. We want to see how you can make a significant impact!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our collaborative culture and how your proactive approach aligns with our values. Don’t forget to mention your Level 4 qualification!
Showcase Your Communication Skills: Since strong report-writing and communication skills are key, consider including examples of your previous work or projects where you’ve drafted clear and compliant communications. We love seeing how you can support good outcomes for clients!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. We can’t wait to see what you bring to the table!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge across pensions, investments, protection, and taxation. The interviewers will likely ask you to demonstrate your understanding of these areas, so be prepared to discuss specific examples from your experience.
✨Showcase Your Report-Writing Skills
Since you'll be preparing client-centric suitability reports, it’s crucial to highlight your report-writing abilities. Bring along samples of your previous work or be ready to discuss how you approach drafting clear and compliant communications.
✨Demonstrate Your Proactive Approach
The role requires a proactive approach to research and problem-solving. Be ready to share instances where you took the initiative to support Wealth Planners or enhance the advice process. This will show that you’re not just reactive but also forward-thinking.
✨Emphasise Team Collaboration
As a Senior Paraplanner, you’ll be part of a high-performing team. Talk about your experiences working collaboratively with others, especially in supporting junior paraplanners or resolving technical queries. This will highlight your ability to contribute to a positive team culture.