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  • Warwickshire, West Midlands, Worcestershire, Redditch
  • Permanent
  • up to £36,000 plus company benefits and bonus (potentially negotiable)

Job details.

Paraplanner - Near Studley - Salary up to £27,000 (negotiable) plus benefits

MBF Recruitment are currently working on a new vacancy in Sambourne (near Studley) working for a small to medium sized firm of Financial Planners. The company are well established in the area, with 16 Advisors and 10+ current support staff and they are looking to grow their support team by adding an additional Paraplanner.

The role:

  • The Paraplanner vacancy is to provide a full technical support service to the Financial Advisors and their clients, with the usual tasks such as; Report writing, research, sitting in on client meetings, acting as a technical point of contact both internally and externally etc
  • The company are keen to ensure that their staff can maximise their potential and fulfil their career ambitions, so will work with you to help you obtain this. Career progression within this company is definitely achievable and their will be opportunities given to those working hard.
  • They have a close knit, hard working team based in their offices, all sharing the common goal of providing a first class service to their loyal HNW client base. They work hard, but ensure that staff have enough time to maintain high quality standards as well as focus on their own personal development.


  • We are searching for an experienced Paraplanner with strong report writing skills
  • Candidates will ideally be Diploma qualified or working towards this
  • Good knowledge of financial products; especially Pensions and Investments 

On offer:

  • Salary on this position is negotiable, up to around £36K plus company benefits. Potentially negotiable depending on experience
  • Full Study support
  • Development and career progression
  • Standard holiday allowance is 26 days plus staff can 'buy' up to 4 additional days.
  • Working hours are 9-5(Mon-Thur) and 9-2.30 on Fridays.


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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