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Date Added: Mon 02/06/2025

Paraplanner - Hybrid Working

Bristol, UK
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Company: MBF.

Job Type: Permanent, FullTime

Salary: £40,000 - £47,000 per annum

A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development.

As a Paraplanner, you’ll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You’ll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients.

What’s on offer:

  • Salary up to £47,000 (dependent on experience)
  • 28 days holiday (plus bank holidays)
  • Life assurance
  • Private Medical Insurance (PMI)
  • Excellent pension scheme
  • Dental cover
  • Discretionary annual bonus
  • Full exam support towards professional qualifications
  • Hybrid working - 3 days in the office, 2 from home

Key Responsibilities:

  • Produce accurate and compliant suitability reports across a range of advice areas
  • Conduct in-depth research and analysis to support financial planning recommendations
  • Liaise closely with Advisers, clients, and providers to ensure a seamless service
  • Maintain up-to-date knowledge of financial products, legislation, and industry best practices
  • Contribute to the ongoing development and improvement of internal processes

What we’re looking for:

  • Previous experience working as a Paraplanner within a financial planning or wealth management environment
  • Level 4 Diploma qualified (or close to completion)
  • Strong technical knowledge across pensions, investments, and protection
  • Excellent written and verbal communication skills
  • A collaborative team player with great attention to detail

This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.

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