mbf
Paraplanner - Hybrid role
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Exciting Opportunity for an Experienced Paraplanner in Basingstoke
A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice based in Basingstoke. This is an excellent opportunity to become part of a successful and growing wealth management firm with a strong reputation for delivering high-quality, client-focused financial advice.
Working as part of a collaborative and highly skilled team, you will provide vital technical support to successful Financial Planners, producing detailed analysis and suitability reports to help deliver tailored financial planning solutions for clients.
Key Responsibilities:
- Preparing detailed suitability reports covering pensions, investments, protection, and tax planning
- Carrying out technical research and analysis to support client recommendations
- Supporting Financial Planners with pre- and post-meeting preparation
- Reviewing existing client portfolios and identifying planning opportunities
- Liaising with product providers and internal teams to ensure efficient case progression
- Supporting ongoing client servicing, including annual reviews and recommendations
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About You:
- Previous experience working as a Paraplanner within a financial planning or wealth management environment
- Strong technical knowledge across pensions, investments, and broader financial planning matters
- Diploma qualified (Level 4), with progression towards Chartered status desirable
- Excellent report writing skills and strong attention to detail
- Highly organised with the ability to manage multiple priorities effectively
- A proactive, collaborative, and team-focused approach
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What’s on Offer:
- Basic salary up to £50,000
- Hybrid working – 3 days in the office and 2 days from home
- Competitive benefits package
- Opportunity to join a growing and highly regarded wealth management firm
- Supportive and collaborative working environment
- Clear career progression opportunities, including support towards further professional qualifications
This is an excellent opportunity for an experienced Paraplanner who is looking to join a progressive firm where they can continue to develop their technical expertise, contribute to high-quality financial planning outcomes, and play a key role within a successful advisory team.
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