Paraplanner

Mbf are working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients.

Due to continued organic growth, they now have the requirement for an additional Paraplanner to join them. The client is looking to recruit an experienced Paraplanner who can complement the existing Paraplanning function, the role will be working within a closeknit & friendly team and working out of brand-new offices in the centre of Bristol.

Key Responsibilities:

• Preparing detailed client reports, financial plans, and recommendations.
• Conducting technical research and analysis on a variety of financial products and investment strategies.
• Collaborating with financial advisors to provide tailored solutions for clients.
• Ensuring all client work adheres to regulatory standards and company compliance guidelines.
• Contributing to the continuous development and improvement of internal processes.

Requirements:

• Level 4 Diploma in Financial Planning as a minimum.
• Minimum of 3 years’ experience as a Paraplanner.
• Strong knowledge of investment, pension, and protection products.
• Excellent communication skills and attention to detail.
• Ability to work independently and as part of a team in a dynamic, client-focused environment.

What’s on Offer:

• Competitive basic salary up to £62,000.
• Generous bonus structure.
• Comprehensive benefits package, including private healthcare, excellent pension, and more.
• Hybrid working model, allowing a blend of home and office work.
• Ongoing professional development and career progression opportunities.

This is an exceptional opportunity for an accomplished Paraplanner to join a forward-thinking team and make a meaningful impact on the business and its clients.