Overview
Paraplanner - Hybrid Working
mbf Weston-Super-Mare, England, United Kingdom
Responsibilities
* Prepare accurate and compliant suitability reports and financial planning recommendations
* Conduct research across pensions, investments, tax planning and protection
* Assist in the development of financial strategies and planning solutions
* Liaise with financial planners to ensure client objectives are fully understood
* Keep up to date with industry regulations and changes
Qualifications
* Level 4 Diploma qualified (or working towards completion)
* Proven experience in a Paraplanning role within a financial planning or wealth management environment
* Strong technical knowledge across pensions, investments, and tax planning
* Excellent written communication and analytical skills
* Highly organised, with strong attention to detail
What’s on Offer
* Basic salary up to £50,000 (depending on experience)
* Discretionary bonus
* Excellent company benefits including generous holiday, pension scheme, and private medical cover
* Hybrid working with flexibility: choose between 3 days in the office and 2 from home, or 2 days in the office and 3 from home
* Supportive and inclusive company culture with opportunities for professional development
Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Finance
We are keeping this posting focused on the Paraplanner role and its requirements. This description excludes boilerplate and non-essential listings and notes that actual pay is based on skills and experience.
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