mbf
Paraplanner
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An Outstanding Opportunity
An outstanding opportunity has arisen to join one of the most respected and well-established Financial Planning firms in the South West. Opportunities within this organisation are extremely rare due to their exceptional staff retention and reputation for developing long-term careers.
This is an employee-owned, highly regarded business operating at the top end of the market, known for its collaborative culture, high standards, and commitment to supporting and developing its people. The firm has grown steadily and sustainably, with a strong focus on quality rather than rapid expansion.
Due to continued growth, they are now looking to appoint an experienced Paraplanner to join their team.
About the Role
This role is ideal for a technically capable Paraplanner who wants to further develop their expertise within a highly professional setting. You will gain exposure to complex financial planning work and be part of a business that values accuracy, integrity, and career development.
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You will have the opportunity to:
- Work alongside a Financial Planning Director to deliver detailed, client-focused advice
- Prepare high-quality cashflow models, research, and suitability reports
- Contribute to technical discussions and strategy development within a leading planning team
- Attend client meetings and gain first-hand exposure to UHNW client relationships – should you want to
- Benefit from structured learning, exam sponsorship
Key Responsibilities
- Prepare financial planning reports and client recommendations to a high standard
- Conduct research and analysis across pensions, investments, taxation, and estate planning
- Support Financial Planning Directors in delivering advice and annual reviews
- Manage your own workload and maintain exceptional attention to detail
- Collaborate with internal teams to ensure consistency and best practice in advice delivery
About You
- Level 4 Diploma in Regulated Financial Planning (or within two exams)
- 2–3 years of paraplanning experience within a financial planning or wealth management environment
- Strong technical knowledge of pensions, investments, and taxation
- Excellent written and verbal communication skills
- Proactive, detail-oriented, and eager to continue developing professionally
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Package
- Basic salary up to £47,000 (depending on experience)
- Hybrid working – typically 3 days in the office and 2 days from home
- 10% employer pension contribution
- Generous holiday allowance
- Private Medical Insurance – personal and family cover
- Life Assurance (x4 salary)
- Permanent Health Insurance
- Employee-owned structure with profit share and bonus potential
This is a rare opportunity to join one of the areas most respected wealth management firms, known for its integrity, client focus, and commitment to professional excellence. You will work with an experienced financial planner on complex client cases, receive full support for further qualifications, and enjoy a long-term career path within a high-calibre planning environment.
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