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Job Title


Paraplanner - Home Based


Company : mbf


Location : Bracknell, Berkshire


Created : 2025-06-16


Job Type : Full Time


Job Description

Were partnering with a highly respected national Wealth Management organisation to recruit an experienced Paraplanner. Known for their strong culture, professional development, and flexible working model, this firm offers the ideal environment for skilled professionals looking to work remotely without compromising on career progression or collaboration.Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.This opportunity offers a home-based contract with full remote setup provided, giving you the freedom to work efficiently and effectively from wherever youre based.The RoleAs a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. Working closely with both Advisers and Financial Planning Administrators, your responsibilities will include:Preparing detailed and compliant suitability reports across a broad range of advice areas and product typesConducting technical research to support advice strategiesEnsuring client files are fully compliant, up-to-date, and demonstrate appropriate KYC and suitability standardsCollaborating closely with Advisers to ensure accurate and client-focused advice deliverySupporting Financial Planners in complex advice areas such as cashflow modelling and attending client meetings when requiredContributing to the use and optimisation of planning tools and systemsWhat were looking forExperience in a paraplanning role within a Financial Planning or Wealth Management firmMinimum Level 4 Diploma in Financial Planning (or equivalent)Strong technical knowledge and a proactive, detail-oriented mindsetAbility to work independently while maintaining strong communication with remote teamsYoull be supported with a full suite of modern technology and systems to mirror the office experience. In addition, theres a strong focus on ongoing development and progression within the business.Whats on offerSalary up to 47,000Annual discretionary bonusExcellent pension schemeGroup life assurance & income protectionPrivate medical insuranceEmployee Assistance ProgrammeGenerous holiday allowanceFlexible benefits platformFull exam support and training for further qualificationsThis is an ideal role for a Paraplanner seeking a long-term, fully remote opportunity with a reputable firm that offers genuine career progression and a supportive, professional culture.Remote working/work at home options are available for this role.