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Junior Paraplanner

  • Cheltenham
  • Permanent
  • £24,000 - £28,000 + Bonus & Benefits

Job details.

Are you ready to take the next step in your financial services career? mbf is collaborating with a highly regarded and well-established Financial Planning organisation to recruit a Junior Paraplanner. Our client is a leading financial planning practice known for providing holistic solutions to clients across the UK. As a growing company, they pride themselves on delivering exceptional service and creating a supportive and dynamic work environment.

The Role: As a Junior Paraplanner, you will work closely with senior paraplanners and other senior members of staff who are dedicated to providing you with comprehensive training and guidance. You will have the opportunity to develop your technical skills and industry knowledge through a structured training plan tailored to your needs.

Key Responsibilities:

  • Assist senior paraplanners in preparing detailed financial reports and plans
  • Conduct thorough research and analysis on various financial products and service
  • Support the team in maintaining up-to-date client records and ensuring compliance with regulatory standards
  • Collaborate with advisors and other team members to deliver exceptional service to clients

What’s on offer:

  • Excellent and ongoing training to help you advance your career
  • A clear and structured training plan to develop your skills and knowledge
  • The opportunity to work with experienced professionals in a supportive environment
  • Career progression opportunities within a leading organisation in the financial planning industry

Ideal Candidate:

  • Currently working within the financial planning industry or has at least 2 years of experience in the financial services sector
  • Eager to develop a career in financial planning and take RO exams
  • Strong analytical and research skills
  • Excellent attention to detail and a proactive approach
  • Strong communication and interpersonal skills

Why apply?

  • Be part of a top-tier financial planning organisation with a reputation for excellence
  • Benefit from a supportive team and mentorship from industry experts
  • Enjoy a clear pathway for career development and growth
  • Competitive basic salary and strong benefits package
  • Hybrid working after initial training period


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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