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Junior Paraplanner - Hybrid Working

  • Gloucester
  • Permanent
  • £25,000 - £30,000 + Bonus & Benefits

Job details.

Mbf are working with a fully independent Financial Planning organisation to recruit a motivated & enthusiastic Trainee Paraplanner to join their team. The Financial Planning division is very successful and have grown substantially over the past few years, they are a forward-thinking organisation that work at the top end of the industry.

As a Trainee Paraplanner, you will embark on an exciting career in the field of financial planning and wealth management. We are looking for candidates with experience working in a Financial Planning Administrator role and those who have already made progress toward the Diploma in Financial Planning. This role offers excellent training and development opportunities, making it an ideal position for someone looking to build a career in the financial services sector – there is genuine opportunity to progress into a full technical Paraplanner position and beyond.

Key Responsibilities

  • Provide technical support to a team of Senior Paraplanners & Financial Advisers
  • Learn to use financial planning software and tools effectively.
  • Collaborate with advisors to ensure client needs are met efficiently
  • Progress with your studies towards the Diploma Financial Planning
  • You will also learn to conduct research on financial products and investment opportunities.


  • Proven experience working in a Financial Planning Admin/Trainee Paraplanner position or similar
  • Progress toward the Diploma in Financial Planning is highly desirable.
  • A strong desire to pursue a career in the financial services industry
  • Excellent communication and interpersonal skills
  • High attention to detail and accuracy
  • A proactive and organized approach to work
  • Ability to work effectively in a team

What’s on offer

  • Comprehensive on-the-job training and development opportunities
  • Exposure to a wide range of financial products and services
  • A supportive and collaborative team environment
  • Competitive salary depending on experience and qualifications
  • Full support for market exams
  • Excellent benefits package
  • The chance to work for a respected leader in the wealth management industry
  • Hybrid working


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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