Paraplanner - Remote - 5 Month FTC


Company 

mbf.

Location 

Buckhurst Hill

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £60,000 Per Annum

Job Requirements/Description

We are urgently seeking experienced Senior Paraplanners for an initial 5-month fixed-term contract, available for immediate start. This is a fully remote position with a competitive salary range of £50,000-£60,000, depending on experience.

Key Responsibilities:

  • Produce high-quality, compliant suitability reports and client documentation
  • Collaborate with Financial Planners on complex cases, providing technical support and recommendations
  • Perform in-depth research and cashflow modelling to support tailored financial planning strategies
  • Ensure documentation and records meet FCA and company compliance standards
  • Support and mentor less experienced paraplanning staff; act as a subject matter expert
  • Attend client meetings when required, contributing to an exceptional client experience

What We're Looking For:

  • Ideally 5+ years of paraplanning experience
  • Diploma in Financial Planning (minimum); working towards Chartered status is advantageous
  • Strong technical knowledge of financial products, platforms, and FCA regulations
  • High attention to detail and strong communication skills
  • Proven ability to manage multiple priorities in a fast-paced, remote environment

Why Apply?

  • Immediate start with no onboarding delay
  • Fully remote - work from anywhere in the UK
  • Opportunity to make a meaningful impact within a high-performing team
  • Excellent exposure to high-net-worth client planning scenarios

If you're a capable Senior Paraplanner ready to hit the ground running, we'd love to hear from you.

Company 

mbf.

Location 

Buckhurst Hill

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £60,000 Per Annum

An unhandled error has occurred. Reload 🗙