Paraplanner - Hybrid Working

3 weeks ago


Marlborough, United Kingdom mbf Full time

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.


This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.


The client is a forward thinking, modern wealth manager as a result they are able to offer a flexible working environment. The ideal individual will work in the office 3 days a week with 2 days working from home, however there is flexibility on this arrangement.


The role:

  • Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans
  • Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data
  • To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards
  • Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors
  • Continuously enhance technical knowledge and skills through professional development
  • Work very closely with Financial Planners on a daily basis


Their requirement:

  • Level 4 Diploma as a minimum
  • 3+ years' experience within a Paraplanning role
  • Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels
  • Must have detailed knowledge of the Financial Planning industry


The package

Basic salary to £48,000, Discretionary bonus, Pension, PHI, DIS, Critical Illness, generous holiday plus much more. Full on the job training & support, help with exams and progression opportunities.



  • Marlborough, United Kingdom mbf Full time

    Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.This is an outstanding opportunity to join one of the leading names...


  • Marlborough, United Kingdom mbf Full time

    Job Description Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national business who have offices across the country. This is an outstanding opportunity to join one of...


  • Marlborough, Wiltshire, United Kingdom mbf. Full time

    Mbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit an experienced and qualified Paraplanner. The ideal candidate will have a strong foundation in financial planning and analysis, with the ability to develop and implement comprehensive financial plans. The role involves...


  • Marlborough, UK, Wiltshire, United Kingdom mbf Full time

    Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.This is an outstanding opportunity to join one of the leading names...


  • Marlborough, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Marlborough offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring...


  • Marlborough, United Kingdom Down to Earth Recruitment Full time

    **Financial Administrator (Marlborough)** Recruit UK is currently offering an outstanding opportunity for a Financial Administrator to join a Wealth Management practice located in Marlborough. The client is in search of a full-time permanent administrator to become part of their team. Rest assured you will receive comprehensive training from the company to...

  • Customer Coordinator

    6 months ago


    Marlborough, United Kingdom Niche Recruitment Ltd Full time

    Provide support in a talented team at a renowned academic company. This new hybrid role, with two days a week in the Marlborough office, is looking for a bright, articulate individual to join their Customer Support team. Unlike other customer roles, you will be supporting sales staff, and provide excellent support to customers who hold respected positions...


  • Marlborough, Wiltshire, United Kingdom AM Full time

    We are seeking a highly skilled Senior Engineering Leader to drive our digital innovations forward. Based in the UK, this role will be part of our hybrid working team.About UsAt AM, we specialize in creating solutions that empower editorial teams and SaaS customers to manage and present fascinating historic materials. Our engineers work closely with primary...


  • Marlborough, United Kingdom Anakin Seal Full time

    **PRIVATE CLIENT SENIOR ASSOCIATE** *** This award winning firm are looking for a Private Client Senior Associate to join their Malborough with opportunity for hybrid working. **Role Overview** As a Senior Associate within the Private Client team, you will be instrumental in driving the growth and development of the team while upholding the commitment to...

  • DevOps Engineer

    1 week ago


    Marlborough, Wiltshire, United Kingdom Adam Matthew Digital Limited Full time

    We are seeking an experienced DevOps Engineer to join our team as a Lead DevOps Engineer, Platform Development in Marlborough Office.As a Lead DevOps Engineer, you will be responsible for managing a small team of DevOps engineers, providing them with mentorship and supporting their professional development. You will also lead our DevOps and Infrastructure...

  • Bookkeeper

    5 months ago


    Marlborough, United Kingdom Perdix Partnership Full time

    Be a fantastic communicator and team player. - Have bookkeeping experience - ideally within a Farming/Land management environment - Be AAT qualified or have a proven and demonstrated history working in similar roles. - Be proficient in MS Excel - Experience of KeyPrime Accounts would be an advantage - Be keen to learn, develop and grow with an ambitious...


  • Marlborough, Wiltshire, United Kingdom AM Full time

    Cloud Infrastructure LeadWe are looking for a Senior Cloud Infrastructure Lead to join our team at AM.About UsAt AM, we help turn primary sources into digital adventures, unveiling the mysteries of hidden voices. Our editorial teams and SaaS customers rely on us to manage and present digitized materials, while students and researchers explore and share...

  • Marketing Assistant

    6 months ago


    Marlborough, United Kingdom AM Full time

    Are you creative and driven with a love for marketing? Do you want to launch your career in B2B marketing with a cutting-edge digital publisher that's changing the game? Look no further. We need a Marketing Assistant who can bring their energy and ambition to our team. You'll work alongside experienced marketers across a variety of channels and platforms to...


  • Marlborough, United Kingdom Professionals in Partnership HR Consultancy Full time

    Job Advert **Private Client Solicitor / Chartered Legal Executive** Duncan Morris Solicitors is an established specialist Law firm, based in Wiltshire, dealing exclusively with Wills, Trusts, Tax Planning (including Inheritance tax and Capital Gains Tax), Probate (the administration of estates), Powers of Attorney, and related issues. We are proud of our...

  • Brand Ambassador

    5 months ago


    Marlborough, United Kingdom The Ramsbury Brewing and Distilling Company Ltd Full time

    Overview: We are seeking a Brand Ambassador to manage existing and establish new on and off trade relationships and activities across the South West and South Central region. As a Brand Ambassador, you will represent our company and promote our products or services to potential customers. This is an exciting opportunity to engage with consumers, build brand...


  • Marlborough, United Kingdom The Portfolio Group Full time

    Exciting Opportunity for all Health & Safety Professionals! Join a forward thinking team of Consultants supporting SMEs across the UK!Are you a Health & Safety Professional with a passion for innovative solutions? Do you enjoy creating moments of magic for clients while ensuring their safety and compliance? If so, we have the perfect role for you! We're...

  • Recruitment Partner

    5 months ago


    Marlborough, United Kingdom AM Full time

    We have an exciting opportunity for a highly talented recruiter to join our small, friendly HR team as a Recruitment Partner, a new role working to support our employee-driven, rapidly expanding company as we invest in future growth. This job offers the opportunity to recruit across a range of departments and roles in a cutting edge, technology/publishing...


  • Marlborough, United Kingdom AM Full time

    Would you like to work for a creative, innovative, and successful digital publisher? Are you looking for your next move in a Customer Support role? We are looking for a Customer Support Coordinator to join our existing team at AM on a fixed term contract. **The opportunity** As a Customer Support Coordinator, you will work with customers directly as well...

  • Art Handler

    5 months ago


    Marlborough, United Kingdom The Royal Household Full time

    Household / Department 1- Royal Collection Trust- Section / Branch 1- Conservation and Curatorial- Location 1- Marlborough House Workshops- Contract/recruitment type 1- Permanent- Starting salary 1- £28,000 - £31,000- Hours of work 1- 37.5 hours per week- About the role 1**It's the sense of guardianship for a world class collection** - It's working with a...


  • Marlborough, United Kingdom Sumitomo Pharma America, Inc Full time

    Title: Sr. Manager, Medicaid Contract Administration Location: Remote/occasional onsite (if local to MA). Flexible work/life balance. Sumitomo Pharma America (SMPA) is focused on delivering therapeutic and scientific breakthroughs in areas of critical patient need spanning psychiatry & neurology, oncology, urology, women’s health, rare disease, and...