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Hybrid Paraplanner – Wealth Planning Specialist
Job in
Basingstoke, Hampshire County, RG21, England, UK
Listed on 2026-07-13
Listing for:
mbf
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
mbf is seeking an experienced Paraplanner to join our modern wealth management practice in Basingstoke. You will deliver technical analysis, prepare detailed suitability reports and support Financial Planners to tailor client solutions.
Working within a collaborative team, you’ll research pensions, investments, and tax planning, while committing to high-quality report writing and meticulous attention to detail. Hybrid work offers 3 days in office and 2 from home.
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