Paraplanner - Home Based Opportunity

1 week ago


Leicester, Leicester, United Kingdom mbf. Full time

Job Summary:

We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. This is a 100% remote opportunity, allowing you to work from anywhere in the UK.

About the Role:

  • This is a technical paraplanning position, supporting a team of Senior Financial Planners in providing high-quality financial planning services to UHNW clients.
  • You will work closely with the Planners and Financial Planning Administrators to deliver exceptional client outcomes.

Requirements:

  • Minimum Diploma in Financial Planning qualification, with Advanced Diploma qualifications preferred.
  • Proven experience as a Paraplanner, with a strong track record of report writing and technical paraplanning skills.

What We Offer:

  • A competitive salary of up to £47,000, plus bonus and benefits.
  • The opportunity to work with a reputable Wealth Manager, with offices across the UK.
  • A flexible, home-based contract, allowing you to work from anywhere in the UK.


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