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    <title>Paraplanner - Hybrid working - mbf. RSS Feed</title>
    <link>https://jobs.co.uk/job/paraplanner-hybrid-working-mbf--6b0ca4c8-baf0-4665-a978-2d632c8bd8a4</link>
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    <lastBuildDate>Thu, 02 Jul 2026 10:20:02 GMT</lastBuildDate>
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      <title>Paraplanner - Hybrid working - mbf.</title>
      <link>https://jobs.co.uk/job/paraplanner-hybrid-working-mbf--6b0ca4c8-baf0-4665-a978-2d632c8bd8a4</link>
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      <pubDate>Wed, 01 Jul 2026 11:52:38 GMT</pubDate>
      <description>Location: Basingstoke | Salary: 40000.00-40000.00 Annual | Type: Permanent | A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice in Basingstoke. This is an excellent chance to become part of a growing and well-established wealth management firm with a strong reputation for delivering high-quality, client-focused advice.Working as part of a collaborative and high-performing team, you will support highly successful Financial Planners by providing detailed technical analysis and suitability reports, helping to deliver tailored financial planning solutions to clients.Key Responsibilities:Preparing detailed suitability reports across pensions, investments, protection, and tax planningConducting technical research and analysis to support client recommendationsAssisting with pre- and post-meeting work for Financial PlannersReviewing existing client arrangements and identifying planning opportunitiesLiaising with providers and internal teams to ensure smooth case progressionSupporting ongoing client servicing, including annual reviewsAbout You:Previous experience as a Paraplanner within a financial planning environmentStrong technical knowledge across pensions, investments, and wider finan...</description>
      <category>Permanent</category>
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