We’re a leading recruitment agency specialising in the financial services and insurance sectors across the United Kingdom. With our deep industry expertise, we excel in connecting top talent with leading companies across various areas, including wealth management, insurance, asset management and more.

What sets us apart in our commitment to delivering exceptional results? We combine proven recruitment methods with cutting-edge AI integration to enhance our efficiency and effectiveness. By harnessing the power of both tradition and innovation, we ensure a seamless and successful recruitment process.

Our dedicated team understands the unique needs of our clients and candidates, enabling us to make tailored matches that drive mutual success.

Human Resources

talent solution experts within financial services and general insurance

You need a Level 4 Diploma, 3+ years in Paraplanning, strong relationship skills with Financial Planners, and in-depth knowledge of the Financial Planning industry.

You will analyze client financial situations, gather and ensure data accuracy, write reports, research products and trends, enhance your skills, and collaborate closely with Financial Planners daily.

Business, Operations & Strategy

Banking & Finance

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national business who have offices across the country. This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career. The client is a forward thinking, modern wealth manager as a result they are able to offer a flexible working environment. The ideal individual will work in the office 3 days a week with 2 days working from home, however there is flexibility on this arrangement. The Role * Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans * Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data * To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards * Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors * Continuously enhance technical knowledge and skills through professional development * Work very closely with Financial Planners on a daily basis Their Requirement * Level 4 Diploma as a minimum * 3+ years' experience within a Paraplanning role * Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels * Must have detailed knowledge of the Financial Planning industry The package Basic salary to £45,000, Discretionary bonus, Pension, PHI, DIS, Critical Illness, generous holiday plus much more. Full on the job training & support, help with exams and progression opportunities.

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.The client is a forward thinking, modern wealth manager as a result they are able to offer a flexible working environment. The ideal individual will work in the office 3 days a week with 2 days working from home, however there is flexibility on this arrangement.The Role * Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans * Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data * To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards * Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors * Continuously enhance technical knowledge and skills through professional development * Work very closely with Financial Planners on a daily basis      Their Requirement * Level 4 Diploma as a minimum * 3+ years' experience within a Paraplanning role * Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels * Must have detailed knowledge of the Financial Planning industry      The packageBasic salary to £45,000, Discretionary bonus, Pension, PHI, DIS, Critical Illness, generous holiday plus much more. Full on the job training & support, help with exams and progression opportunities.

Paraplanner - Hybrid Working - mbf

Mbf are working with one of the UKs largest &amp;amp; most successful Financial Planning &amp;amp; Investment Management organisations to recruit an experienced &amp;amp; qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.&lt;br&gt;&lt;br&gt;This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.&lt;br&gt;&lt;br&gt;The client is a forward thinking, modern wealth manager as a result they are able to offer a flexible working environment. The ideal individual will work in the office 3 days a week with 2 days working from home, however there is flexibility on this arrangement.&lt;br&gt;&lt;br&gt;&lt;strong&gt;The Role&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans&lt;/li&gt;&lt;li&gt;Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data&lt;/li&gt;&lt;li&gt;To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards&lt;/li&gt;&lt;li&gt;Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors&lt;/li&gt;&lt;li&gt;Continuously enhance technical knowledge and skills through professional development&lt;/li&gt;&lt;li&gt;Work very closely with Financial Planners on a daily basis&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Their Requirement&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Level 4 Diploma as a minimum&lt;/li&gt;&lt;li&gt;3+ years' experience within a Paraplanning role&lt;/li&gt;&lt;li&gt;Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels&lt;/li&gt;&lt;li&gt;Must have detailed knowledge of the Financial Planning industry&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;The package&lt;br&gt;&lt;br&gt;Basic salary to £45,000, Discretionary bonus, Pension, PHI, DIS, Critical Illness, generous holiday plus much more. Full on the job training &amp;amp; support, help with exams and progression opportunities.

Paraplanner - Hybrid Working

You must be DipPFS qualified, comfortable with clients holding £1M+ in assets, skilled in closing deals, and focused on a career in financial planning.

You will manage £2B in discretionary client funds, service HNW clients, advise on investments, communicate effectively, and close deals with high-quality leads, focusing on comprehensive financial planning.

Sales & Business Development

London

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential.You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

Junior Wealth Planner - mbf

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential.&lt;br&gt;&lt;br&gt;You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

Junior Wealth Planner

You should have 1 year of paraplanning experience, some RO exams or Level 4 Diploma, Microsoft Office proficiency, strong communication skills, and a desire for a financial planning career.

You will prepare financial plans, research products, analyze portfolios, maintain client records, ensure compliance, and support the financial planning team administratively.

Accounting & Tax

Bath

Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK. Their team of professional are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.We are seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more. This is an excellent opportunity for an individual with around 1 years Junior Paraplanner/Paraplanning experience.Key Responsibilities * Assist in the preparation of detailed financial plans and reports. * Conduct research on financial products, investment strategies, and market conditions. * Analyse client portfolios and provide recommendations based on findings. * Maintain accurate and up-to-date client records and financial data. * Ensure compliance with regulatory requirements and company policies. * Provide administrative support to the financial planning team as needed. Requirements * The ideal individual will have 1 years Paraplanning experience. * Individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred - although Administrators with exposure to paraplanning will also be considered. * Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified. * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). * Strong written and verbal communication skills. * Ability to work both independently and as part of a team. * Desire to pursue a career in financial planning and attain relevant certifications What’s On Offer * Basic salary to £40,000 * Good discretionary bonus * Strong benefits package * Hybrid working * Opportunities for professional development and career advancement * Supportive and collaborative work environment

Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK.Their team of professional are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.We are seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more. This is an excellent opportunity for an individual with around 1 years Junior Paraplanner/Paraplanning experience.Key Responsibilities * Assist in the preparation of detailed financial plans and reports. * Conduct research on financial products, investment strategies, and market conditions. * Analyse client portfolios and provide recommendations based on findings. * Maintain accurate and up-to-date client records and financial data. * Ensure compliance with regulatory requirements and company policies. * Provide administrative support to the financial planning team as needed.      Requirements * The ideal individual will have 1 years Paraplanning experience. * Individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred - although Administrators with exposure to paraplanning will also be considered. * Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified. * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). * Strong written and verbal communication skills. * Ability to work both independently and as part of a team. * Desire to pursue a career in financial planning and attain relevant certifications      What’s On Offer * Basic salary to £40,000 * Good discretionary bonus * Strong benefits package * Hybrid working * Opportunities for professional development and career advancement * Supportive and collaborative work environment

Junior Paraplanner - Hybrid Working - mbf

Mbf are working with a respected &amp;amp; award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning &amp;amp; investment management services to clients across the UK.&lt;br&gt;&lt;br&gt;Their team of professional are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.We are seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more. This is an excellent opportunity for an individual with around 1 years Junior Paraplanner/Paraplanning experience.Key Responsibilities&lt;br&gt;&lt;br&gt;&lt;ul&gt;&lt;li&gt;Assist in the preparation of detailed financial plans and reports.&lt;/li&gt;&lt;li&gt;Conduct research on financial products, investment strategies, and market conditions.&lt;/li&gt;&lt;li&gt;Analyse client portfolios and provide recommendations based on findings.&lt;/li&gt;&lt;li&gt;Maintain accurate and up-to-date client records and financial data.&lt;/li&gt;&lt;li&gt;Ensure compliance with regulatory requirements and company policies.&lt;/li&gt;&lt;li&gt;Provide administrative support to the financial planning team as needed.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Requirements&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;The ideal individual will have 1 years Paraplanning experience.&lt;/li&gt;&lt;li&gt;Individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred - although Administrators with exposure to paraplanning will also be considered.&lt;/li&gt;&lt;li&gt;Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified.&lt;/li&gt;&lt;li&gt;Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).&lt;/li&gt;&lt;li&gt;Strong written and verbal communication skills.&lt;/li&gt;&lt;li&gt;Ability to work both independently and as part of a team.&lt;/li&gt;&lt;li&gt;Desire to pursue a career in financial planning and attain relevant certifications&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;What’s On Offer&lt;br&gt;&lt;br&gt;&lt;ul&gt;&lt;li&gt;Basic salary to £40,000&lt;/li&gt;&lt;li&gt;Good discretionary bonus&lt;/li&gt;&lt;li&gt;Strong benefits package&lt;/li&gt;&lt;li&gt;Hybrid working&lt;/li&gt;&lt;li&gt;Opportunities for professional development and career advancement&lt;/li&gt;&lt;li&gt;Supportive and collaborative work environment&lt;/li&gt;&lt;/ul&gt;

Junior Paraplanner - Hybrid Working

You need wealth management experience, a minimum Diploma in Financial Planning, prior paraplanning experience, and strong report writing skills. Advanced Diplomas are a plus.

You will provide technical paraplanning support to Senior Financial Planners, collaborating closely with Planners and Administrative staff for efficient operations.

Leicester

Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UK up to £47,000 + Bonus + Benefits We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer this role on a Home based contract. However, in order for this to work, candidates MUST be highly experienced and knowledgeable in all areas of Financial Planning. The Role * Our client is a highly reputable Wealth Manager with offices across the UK. * Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. * You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Requirements * Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. * You must have previous Paraplanning experience and should be a competent report writer On offer * Competitive salary depending on experience, to around £47,000 * The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. * If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. * This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. * You will be joining a well-known and highly respected organisation with excellent career development opportunities.

Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UKup to £47,000 + Bonus + BenefitsWe are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients.As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer this role on a Home based contract. However, in order for this to work, candidates MUST be highly experienced and knowledgeable in all areas of Financial Planning.The Role * Our client is a highly reputable Wealth Manager with offices across the UK. * Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. * You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.      Requirements * Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. * You must have previous Paraplanning experience and should be a competent report writer      On offer * Competitive salary depending on experience, to around £47,000 * The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. * If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. * This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. * You will be joining a well-known and highly respected organisation with excellent career development opportunities.

Paraplanner - Home Based - mbf

Leicester, England, United Kingdom

&lt;strong&gt;Paraplanner - Top National Financial Planners - 100% Remote, anywhere in UK&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;up to £47,000 + Bonus + Benefits&lt;br&gt;&lt;br&gt;&lt;/strong&gt;We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside a Senior Partner and their UHNW clients.&lt;br&gt;&lt;br&gt;As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer this role on a Home based contract. However, in order for this to work, candidates MUST be highly experienced and knowledgeable in all areas of Financial Planning.&lt;br&gt;&lt;br&gt;&lt;strong&gt;The Role&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Our client is a highly reputable Wealth Manager with offices across the UK.&lt;/li&gt;&lt;li&gt;Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.&lt;/li&gt;&lt;li&gt;You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Requirements&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.&lt;/li&gt;&lt;li&gt;You must have previous Paraplanning experience and should be a competent report writer&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;On offer&lt;br&gt;&lt;br&gt;&lt;ul&gt;&lt;li&gt;Competitive salary depending on experience, to around £47,000&lt;/li&gt;&lt;li&gt;The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.&lt;/li&gt;&lt;li&gt;If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.&lt;/li&gt;&lt;li&gt;This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.&lt;/li&gt;&lt;li&gt;You will be joining a well-known and highly respected organisation with excellent career development opportunities.&lt;/li&gt;&lt;/ul&gt;

Paraplanner - Home Based

United Kingdom

You should be experienced in Wealth Management/Financial Planning, hold at least a Diploma in Financial Planning, have prior Paraplanning experience, and be a skilled report writer.

You will provide technical paraplanning support to Senior Financial Planners, collaborating closely with planners and administrative staff to facilitate effective financial planning.

mbf

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