Paraplanning Professional

We are seeking a highly skilled Paraplanning Professional to join our dynamic team at mbf, a leading Wealth Management organization. As a key player in our forward-thinking company, you will have the opportunity to contribute to the success of both our firm and our clients.

• Deliver full, end-to-end paraplanning support, including detailed technical analysis, research, and preparation of client reports.
• Assist financial planners with the development of client-specific financial strategies, ensuring compliance with regulations.
• Support the financial planners in achieving successful client outcomes through robust financial planning.

• Must hold Level 4 Diploma in Financial Planning (or equivalent).
• Proven experience in a paraplanning role within the financial services sector.
• Strong technical knowledge and ability to support financial planners with complex advice needs.

• Flexible working arrangement, with the option to work from home for the majority of the week and attend the office one day a week.
• Salary up to £45,000 with a 10% annual bonus.
• Outstanding benefits package, including pension, private healthcare, and more.
• First-class training to enhance your skills and support you in achieving further qualifications.
• Support to achieve Chartered status, with exam support and structured career development.