Paraplanner - Home-Based (UK Only)Salary: Up to £47,000 (negotiable) + bonus + excellent benefits
MBF is working exclusively with one of the UK's largest and most respected Financial Planning organisations to recruit an experienced Home-Based Paraplanner.
This role sits within the firm's dedicated remote Paraplanning team, providing high-quality technical support across a pool of experienced Financial Planners nationwide. You'll be part of a collaborative, forward-thinking team that shares best practice and supports one another to deliver exceptional client outcomes.
Key Responsibilities- Provide technical paraplanning support to a pool of Financial Planners across the business.
- Prepare and maintain suitability reports, cashflow models, and technical research to support financial advice.
- Work closely with Planners and Financial Planning Administrators to ensure a seamless client journey.
- Maintain up-to-date knowledge of financial planning, tax, pensions, investments, and protection products.
- Contribute to process improvements and knowledge sharing within the wider paraplanning team.
What We're Looking For- Diploma in Financial Planning (minimum qualification).
- 3+ years' experience in a paraplanning role within a financial planning or wealth management environment.
- Strong technical knowledge, attention to detail, and an ability to manage multiple adviser relationships.
- Excellent communication and organisational skills, with a proactive, team-focused attitude.
What's on Offer- Fully home-based position - all equipment and software provided.
- A collaborative, team-based approach to paraplanning, supporting a wide range of advisers.
- Competitive salary up to £47,000, plus bonus and a comprehensive benefits package.
- Genuine career progression opportunities - including advanced technical development and pathways toward advisory or managerial roles.
- The chance to join a market-leading firm that values its people, invests in their growth, and promotes a positive work-life balance