Paraplanner*
Recruitment Agency: mbf.
Location: Fully remote
Working hours: Permanent, full-time
Salary: £52,000 - £62,000 per annum
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Full job description
We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment.
Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent.
The Role:
This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience.
Key Responsibilities:
Preparing detailed suitability reports and financial planning documentation
Conducting technical research across pensions, investments, tax planning and protection
Supporting advisers with complex client cases, particularly within the HNW/UHNW space
Liaising with internal teams, including discretionary investment managers
Ensuring all work is compliant with current regulations and internal standards
Requirements:
Proven experience working as a Paraplanner within a wealth management or IFA environment
Strong technical knowledge across financial planning areas
Experience supporting high-net-worth clients is highly desirable
Diploma qualified (or working towards Chartered status preferred)
Excellent attention to detail and report writing skills
What’s on Offer:
Fully remote working
Competitive salary up to £62,000 (depending on experience)
Strong bonus structure
Comprehensive benefits package
Opportunity to work with a highly regarded firm and complex client base
Potential for a permanent position following the initial contract
This is an excellent opportunity for a technically strong Paraplanner who enjoys working in a high-quality environment and is looking to be part of a respected and growing organisation.
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